Talent.com
Finance Operation Assistant
Finance Operation AssistantDHD Consulting • Englewood Cliffs, NJ, United States
Finance Operation Assistant

Finance Operation Assistant

DHD Consulting • Englewood Cliffs, NJ, United States
30+ days ago
Job type
  • Full-time
Job description

About the job Finance Operation Assistant

I. Department Roles & Responsibilities
Securing Delivery & Installation Capacity, Discover & Organization Customer Pain Points,
Management of Installation Quality and KPI, Operation and Monitoring of Policies,
[Mission/Vision Statement]
o The LMD mission is to ensure sufficient capacity and accurately comply with the delivery
date requested by the customer to deliver and install the products.
[Department R&Rs]
o The Department is responsible for overall process handling with Client request and resolving issues as well as coordinating with vendors designated to provide LMD Service to Customers.
1. Delivery Management
Check delivery schedule, information, etc. for orders
Manage the order/installation capacity
Make load plans to ensure delivery on the date requested by the customer
2. Return Management
Create a load plan to retrieve the product that the customer requested to return
Manage whether returned products are in stock properly
3. Installation Quality Management
Make and manage installation guidance for technicians
Train and develop technicians to install appliances properly
4. Cost Settlement Management
Billing and buying management
Validation of costs and management evidence(PODs) for billing and buying
5. Key Performance Indicator(KPI) Management
Net promoter score(NPS), On time delivery(OTD), Defect occurrence rate, etc
6. Customer Claim Management
Communicate client and vendors to resolve customer claims
Manage customer claim and set up claim resolution process

II. Individual Roles & Responsibilities.
1. Monthly Closing Procedures:
o Prepare and finalize data for monthly closing files, ensuring accuracy and completeness in the billing templates.
2. Accounts Payable and Receivable Management:
o Generate all AP and AR in the GSI system to ensure proper revenue recognition and expense tracking.
3. Invoice Management with Service Providers:
o Collaborate with service providers to obtain accurate accounts payable details, ensuring timely receipt of invoices and effective follow-up on outstanding items.
4. Billing Coordination:
o Follow up on any required billings related to incurred expenses and coordinate with clients to ensure timely invoicing based on agreed terms.
5. Audit Collaboration:
o Work closely with the audit team to review discrepancies in billing, facilitating the re-invoicing process as necessary to resolve issues.
6. Communication with Finance Team:
o Maintain clear communication with the finance team regarding receivables management and ensure timely follow-up on accounts payable disbursements.
7. Cumulative Closing Management and Profit/Loss Oversight:
o Manage cumulative closing processes and monitor profit and loss statements to ensure financial accuracy.
8. Expense Billing Coordination:
o Discuss and arrange billing methodologies when expense categories differ, ensuring compliance with company policies and client agreements.
9. Financial Reporting:
o Assist in the preparation of financial reports and analyses to provide insights into company performance, aiding in strategic decision-making.
10. Stakeholder Engagement:
o Serve as a point of contact for internal and external stakeholders regarding financial inquiries, ensuring clarity and professionalism in all communications.
11. Process Improvement Initiatives:
o Identify areas for process improvement within the accounting functions and
implement solutions to enhance efficiency and accuracy.
[Extra R&Rs]
Extra R&R can be added by mutual consultation.

III. Core Competency Required for This Position
1. Excellent communication and interpersonal skills
2. Previous customer service experience
3. High proficient in Microsoft Office, specifically Excel, PowerPoint
4. Roll-up your sleeves attitude

IV. General Background
A. Supervision - List the number of people this position supervises if any, either directly or
through subordinates, and describe the degree of supervision.
1, Team Leader
B. Confidentiality - Describe the exposure level to confidential company information.
Explain the type of data handled.
All personnel, customer, financial, and legal data - highly confidential
C. Responsibilities - State the extent to which an error in judgment on the job would result in
loss of time, expense or public/employee good will.

Wrongful judgment in the privacy law could incur substantial financial damages and time
consumption for company.

Create a job alert for this search

Finance Operation Assistant • Englewood Cliffs, NJ, United States

Similar jobs

Loan Officer Assistant

Jet Direct MortgageMontvale, NJ, United States
Full-time

Jet Direct Mortgage is looking for experienced and ambitious Loan Officer Assistant's to join our fast paced, goal oriented and supportive environment.Jet Direct Mortgage has its fingers on the pul...Show more

 • Promoted

Finance Operation Assistant

DHD ConsultingEnglewood Cliffs, NJ, United States
Full-time

Englewood Cliffs, New Jersey, United States.About the Job Finance Operation Assistant.Department Roles & Responsibilities.Securing Delivery & Installation Capacity, Discover & Organization Customer...Show more

 • Promoted • New!

Treasury Operations, Assistant Manager

CitiNew York, NY, United States
Full-time

Treasury Operations, Assistant Manager.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll ...Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausWest Haverstraw, NY, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se...Show more

 • Promoted

Fixed Income Financing COO

Mizuho Bank LtdNew York, NY, United States
Full-time

Join Mizuho's growing Fixed Income Division as Financing COO.Work closely with the Fixed Income COO and Head of Fixed Income Financing, Head of CLOs, and Head of Residential Mortgage Finance to dev...Show more

 • Promoted

Transaction Liability Underwriting Assistant

CFC IncNew York, NY, United States
Full-time +1

Transaction Liability Underwriting Assistant.Have you recently left or are due to leave higher education with outstanding results in a commercial subject like Law, Economics or Accounting?.Do you n...Show more

 • Promoted

Finance and Business Operations Lead

Method FinancialNew York, NY, United States
Full-time

Method has built the most modern way to connect to consumer financial accounts.Combining real-time liability connectivity with instant payment execution, Method's API is designed to make it easy fo...Show more

 • Promoted

D365 F&O Consultant (Finance & Operations)

RIT Solutions, Inc.New York, NY, United States
Temporary

Senior D365 F&O Consultant (Finance & Operations).Mostly Remote | Occasional travel to Denver, CO.Cloud Garden is seeking a very senior.Microsoft Dynamics 365 Finance & Operations (D365 F&O) Consul...Show more

 • Promoted

Certified Nursing Assistant - Entry Level Training Program

DreamboundPeekskill, New York, United States
Full-time

Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market.Looking to ...Show more

 • Promoted

Structured Finance Credit Approval Officer

U.S. BankNew York, NY, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more

 • Promoted

Remote Finance Associate - AI Trainer ($50-$60 per hour)

Data AnnotationMount Ivy, New York
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Show more

 • Promoted

FINANCE AND BUDGET ASSISTANT

United NationsNew York City, NY, United States
Temporary

Setting and Reporting This position is located within the Common Administrative Platform at United Nations Headquarters, referred to as the One Executive Office ("one EO"), under the Division of Ad...Show more

 • Promoted

Energy Finance Associate - Structured Finance & Advisory

Santander Holdings USA IncNew York City, NY, US
Full-time

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization.Our people are at the heart of this jour...Show more

 • Promoted

Finance Operations Analyst

PhaxisJersey City, New Jersey, US
Full-time

Our client, a large investment bank, is seeking an Operations Analyst to add to their growing team in New York City.Have you got the right qualifications and skills for this job Find out below, and...Show more

 • Promoted • New!

Assistant FINOP

DriveWealthNew York, NY, United States
Full-time

SEC, FINRA, NFA, CFTC and PCAOB.The role also involves reconciliation, accounting, risk and operations functions.The Assistant FinOp plays a critical role in the Firm's Finance Department of the br...Show more

 • Promoted

Finance Manager

Princess Cruise LinesNew York, NY, United States
Full-time

Set a course for adventure with Princess Cruises! The employer of choice in the cruise industry, our fleet of Love Boats offer exceptional facilities and extensive professional development and recr...Show more

 • Promoted

Manager, Bank Loan Operations

Blue Prism GroupNew York, NY, United States
Full-time

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial se...Show more

 • Promoted

Asset Based Finance Operations Associate

Sixth Street IncNew York, NY, United States
Full-time

As an Operations Associate, you will be a part of the Sixth Street Global Operations Team that is responsible for investment execution, counterparty management, pipeline and other cash management f...Show more