Accounting/Finance - Financial Operations Specialist
Financial Operations Specialist
Pay Rate : $27.00 Per Hour
Duration : 9 Month Contract to Hire
Location : Houston, TX
Hours : M-F 7-4
About the role
This role is to support the delivery of a client account, by supporting the Account Leader with account governance and administration, financial administration, workflow and CMMS administration, supply chain and vendor coordination, as well as Helpdesk and customer service.
Resource's typical working day :
- Be a first point of contact for customers, by positively responding through effective communication and personal accessibility.
- Run and present financial management reports (WIP, Debt, OPO, Invoice Pool). Have an understanding of activities that have influenced results, interrogating data to improve results.
- Track all account spend and chargeable works against the relevant budgets as required, ensuring that all extra works have a valid customer purchase order in place.
- Maintain the account web quote system, ensuring that all job statuses remain up to date and that all relevant information is available.
- Prepare various internal and customer facing reports for the account, liaising with the appropriate people for accurate information and ensuring attention to detail.
Attend meetings and take minutes.
Complete all customer billing, ensuring that margins are accurate and that all invoices are raised in line with Company and customer policies and that payment is received in line with contractual agreements.
Follow up for prompt payment of customer invoices.
- Monitor Helpdesk activity, dealing with incoming queries, ensuring that requests are logged in the CMMS system.
- Coordinate the team and vendors to complete work orders as required, keeping customers appraised with what is happening and ensuring that work orders are closed down in a timely manner.
- Work with the wider Contract Support community to support the performance of the Business Unit and to share best practice.
Qualifications
- Applicants must be currently authorized to work in the United States without the need for
- High school diploma or general education degree (GED) required.
- Minimum of four years of related experience and / or training.
- Experience working with Finance systems and CMMS systems desirable.
Years of Experience needed : 4 years of experience
Level of Education : H.S Diploma
Systems / Software proficiencies : Excel, Microsoft Office experience is required and Coupa would be great!
Top Must have Skills :
- Experience working with Finance systems and CMMS systems
- Onboarding clients
- Customer Service Skills
- Customer Billing
- MUST BE COMMITTED TO WORKING 100% ONSITE
Top Nice to have Skills : Coupa would be amazing!
Interview Process : One virtual interview and One onsite
Work Equipment Issued : Laptop & Phone
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