Jobs · Michigan

Financial Specialist

EPITEC · Southfield, MI · 2 wk ago
HybridFull-time
Job Title: Financial SpecialistDepartment: FinanceFLSA Status: ExemptReports to: Accounts Receivable Team Lead Position Summary: Responsible for billing, invoicing, and collecting AR payments. The position follows a hybrid schedule, with three days per week on-site in Southfield, Michigan. General purpose: Responsible for processing billing & invoicing weekly. Also responsible for managing the collectibles and updating the customer aging report. This includes reconciling cash and unapplied payments. Role Qualifications:• Must be able to endure stress without impacting the quality of work.• Must be organized.• Must be comfortable with answering and making phone calls.• Must pay attention to detail. Position Responsibilities:• Create invoices in our billing system and tie out to the payroll batch weekly.• Send out invoices in a timely manner and to the appropriate resources, this includes sendingtimesheets if the customer requires them.• Pull the aging report weekly, update it, and follow up on outstanding payments. This includescontacting employees to resolve discrepancies & escalating to the appropriate resources whennecessary. This report is reviewed by ownership weekly.• Responsible for following up on unapproved transactions to ensure timely reimbursement. Thisincludes managing time sheet approvals for Epitec's customers.• Check the bank account daily for incoming cash received from customers. This has to be reconciled against what we invoiced to confirm there are no discrepancies.• Pull monthly bank reconciliation detail from bank account and confirm all transactions listed.Distribute transactions to the correct general ledger accounts and import into accounting system.• Other duties as directed. Essential skills and experience:• Bachelor’s degree in Accounting or Finance• 0-2 years of experience in the accounting/finance field• Professional appearance and manner• Punctual• Interpersonal skills- maintains confidentiality and remains open to other ideas.• Exhibits willingness to try new things.• Written communications skills - edits work for spelling and grammar, presents numerical dataeffectively, and is able to read and interpret written information• Good planning and organizational skills• Working knowledge of MS Office to include Word, Excel, and PowerPoint Valued but not required skills and experience:• Customer service experience• Experience in fast paced work environment• Above average competency in Microsoft word and excel Reporting to this position: No direct reports Physical demands and work environment:The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.• Physical demands: While performing duties of job, employee is occasionally required to stand, walk, sit, use hands to finger, handle, or feel objects, tools or control; reach with hands and arms; talk and hear. Employees must occasionally life and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.• Work Environment: the noise level in the work environment is usually moderate. Benefits:Medical, Dental, Vision insurance, 2 weeks PTO, 9 Holidays, 401K/Match, $15,000 Life Insurance, Award Winning Employee Care Program, Company provided equipment, and clear growth path for employees.

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