Financial Specialist

POSITION Overview:
Responsible for billing clients for fulfillment services and postage which includes:
reading and interpreting contracts, entering rates, billing information, verifying invoices, and making sure those invoices are paid.

ESSENTIAL DUTIES AND Responsibilities:
These statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified.

Prepare client invoices by entering all necessary transactions.
Verifies invoices for accuracy.
Maintains client rate files.
Prepares rate sheets for CPIs.
Enter new rates for CPIs and amendments.
Sets up rates and system records for new clients.
Makes collection call and/or sends emails to ensure invoices are paid.
Answers client or Account Manager's questions regarding invoices.
Requests postage money from clients as needed.
Reconcile G/L various postage general ledger accounts.
Supports reconciliation of cash received general ledger accounts.
Utilizes multiple operating systems.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Two year vocational of technical degree in accounting or related area is required. Must have prior experience in Accounts Receivable. Stable work history is required.

Familiarity with contracts is a plus.

Must have proficient knowledge of Microsoft office programs (Word, Excel, Access, Outlook:
testing will be conducted prior to the hiring process). Must be able to pay close attention to detail. Must be able to communicate efficiently in English. Must be able to prioritize workload/schedule.

Must have excellent problem solving and critical thinking skills.


The physical demands 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.

Sitting and keying for the duration of shift.
Light physical activity
Light lifting up to 20 lbs.
Hands, eyes, wrist, fingers, and back are used in order to perform the essential responsibilities of this position.

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