Finance Team Specialist

Financial Specialist

At SmartChoice, we're reshaping the way businesses communicate, connecting them with innovative solutions through our SMART Network. As a trusted Voice Carrier, Internet Service Provider, Microsoft Teams Partner, and Service Expert, we help companies nationwide achieve new levels of performance with our tailored and cutting-edge technology. We're passionate about delivering exceptional white-glove service, and our team is key to keeping businesses moving forward.

At SmartChoice, we believe that greatness is achieved through collaboration, creativity, and a relentless commitment to white glove service and customer success. We don't just sell productswe build partnerships and create lasting impacts for businesses across the country. At SmartChoice, we believe our people are the heart of what we do, and we pride ourselves on fostering a dynamic and inclusive work environment where everyone's voice is heard. Our culture thrives on creativity, collaboration, and celebrating successesbig and small.

As part of our team, you'll be joining a company that values innovation, teamwork, community engagement, and professional growth. Whether it's through professional development, team-building events, or mentorship opportunities, we ensure that our employees feel supported and empowered to achieve their goals. If you're driven, passionate, and ready to make an impact, we want you to be part of our journey.

Position Overview :

At SmartChoice, we're looking for a detail-oriented and proactive Financial Specialist to help shape the backbone of our billing and receivables operations. This mid-level role offers the opportunity to work cross-functionally, optimize financial workflows, and make a meaningful impact on customer experience and company performance. This is a dynamic, on-site, customer-facing role where your professionalism, responsiveness, and attention to detail will shine. You'll collaborate across departments, resolve billing inquiries with confidence, and help shape financial processes that support our growth. Experience with Rev.io and a solid grasp of UCaaS billing practices will set you up for success.

Key Responsibilities :

• Take charge of our receivables process, ensuring timely collections and accurate account management :
• Monitor aging reports and proactively follow up on overdue accounts to optimize cash flow.
• Apply payments and reconcile customer accounts with precision.
• Investigate and resolve payment discrepancies to maintain financial integrity.
• Support cash application and contribute to forecasting efforts.
• Own the billing cycle from start to finish, ensuring accuracy and consistency :
• Generate and validate invoices using Rev.io, aligning with service usage, contract terms, and pricing.
• Process credits, adjustments, and refunds with transparency and efficiency.
• Maintain billing schedules and drive timely invoicing cycles.
• Be a trusted financial liaison for our clients :
• Respond to billing inquiries via phone and email with clarity, professionalism, and empathy.
• Educate customers on billing processes, payment options, and account status.
• Partner with Customer Success and Sales to resolve client issues collaboratively.
• Document interactions and resolutions in CRM or ticketing systems for full visibility.
• Support strategic decision-making and operational excellence :
• Contribute to month-end close activities related to AR and billing.
• Assist in preparing reports for Finance leadership, including AR aging and billing trends.
• Participate in cross-functional meetings to enhance billing workflows.
• Maintain up-to-date documentation of billing procedures and internal controls.
• Help us evolve and stay compliant :
• Identify opportunities to streamline billing and collections processes.
• Ensure adherence to company policies and regulatory requirements (e.g., tax, data privacy).
• Support audits and internal reviews with thorough documentation and insights.

Who You Are :

Qualifications :

Physical Requirements :

Perks :

What We Offer :

At SmartChoice, we embrace a work culture that champions teamwork, creativity, and fun while striving for excellence in everything we do. We believe that when passionate individuals come together, great things happen. If you're looking to contribute to a growing company that is shaping the future of business communication, we want you on our team. Apply now and start making your mark at SmartChoice!