Financial Services Specialist

Grow; Monterrey; Presencial; MXN 180.000 - 270.000; Jornada completa

Descripción de la vacante

Epicor in Monterrey seeks a Financial Services Specialist to focus on resolving past due accounts within policy parameters and to exercise sound judgment on accounts receivable and reconciliation. You will manage a portfolio of AR, contact customers to obtain payment promises, escalate when needed, coordinate with field teams to resolve disputes, and process credit memos, invoicing, and tie-offs.

This role requires detail orientation, data-entry proficiency, and English fluency in a fast-paced

Formación

• Attention to detail and strong analytical/problem-solving skills.
• Proficient in data entry.
• Excellent customer orientation.
• Ability to work independently and in a team in a fast-paced, high-volume environment with emphasis on accuracy and timeliness.
• Ability to work and communicate with all levels of the organization.
• Adaptability and willingness to learn new skills/tasks.
• Comfortable working with targets.
• Speaks English fluently, advanced written English.
• 2+ years applicable experience.
• High school diploma preferred.

Responsabilidades

• Manage portfolio of accounts receivable for assigned territory.
• Contact customers to obtain promises to pay and follow up on payment status or determine reasons for non-payment and escalate if necessary.
• Serve as liaison between customer and field sales/service to resolve disputes and initiate credit memos as needed.
• Contact customers to resolve past due balances prior to release.
• Secure purchase orders from customers when required.
• AR/collections reporting and analysis.
• Enter electronic invoicing for customer accounts.
• Account reconciliation: provide back-up detail; submit tie-offs and refund requests to clean up balances.
• Review current account status, obtain payment commitments and document all information in internal systems.

Conocimientos

Attention to detail

Proficient in data entry

Customer orientation

Independent and team work

Cross-functional communication

Adaptability

Target-driven

English fluency

Educación

High School diploma

Descripción del empleo

The Financial Services Specialist is focused on resolution of past due accounts within the parameters of existing credit and collections policies as well as decision making and judgment regarding accounts receivable and account reconciliation.

What you will be doing:

• Manage portfolio of accounts receivable for assigned territory.
• Contact customers to obtain promises to pay and follow up on status of payments or determine reasons for customer's non-payment and **escalate** if necessary.
• Serve as liaison between customer and field sales and service to resolve disputes and initiate credit memos as needed.
• Contact customers to resolve past due balances prior to release.
• Secure Purchase Orders from customers when required.
• AR/Collections reporting and analysis.
• Enter electronic invoicing for customer accounts.
• Account reconciliation: provide back-up detail; submit tie-offs and refund requests as needed to clean up account balances.
• Review current account status, get payment commitment and document all relevant information in internal account systems

What you will likely bring:

• Attention to detail, excellent analytical and problem-solving skills
• Proficient in data entry
• Excellent costumer orientation
• Work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy and timeliness
• Ability to work and communicate with all levels of the organization
• Adaptability and willingness to learn new skills/tasks
• Comfortable working with targets
• Speaks English fluently, advanced written English
• 2+ years applicable experience
• High school diploma preferred

#LI-EG1 #LI-HYBRID

About Epicor

At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.

We’re Proactive, Proud, Partners.

Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Competitive Pay & Benefits

• Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.
• Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
• Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
• Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
• Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
• Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
• Global Mobility: Comprehensive support for international relocations and permanent residency processes.

Equal Opportunities and Accommodations Statement

Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.

We are an equal-opportunity employer.