Financial Services Specialist

EPIND Epicor India; Monterrey; Híbrido; MXN 279.000 - 424.000; Jornada completa

Descripción de la vacante

EPIND Epicor India is hiring a Financial Services Specialist in Monterrey, Mexico. This role focuses on resolving past due accounts, managing AR portfolios, and coordinating with sales and service to resolve disputes.

The position requires attention to detail, strong analytical skills, and English fluency. The role operates in a hybrid environment with a mix of remote and in-person work, and entails processing invoices, reconciling accounts, and generating AR reports to support collections

Formación

• 2+ years applicable experience.
• High school diploma preferred.
• Attention to detail and analytical skills required.
• Fluent English (written and spoken).

Responsabilidades

• Manage portfolio of accounts receivable for assigned territory.
• Contact customers to obtain promises to pay and follow up on status of payments.
• Serve as liaison between customer and field sales to resolve disputes and initiate credit memos as needed.
• Enter electronic invoicing for customer accounts and perform account reconciliations.
• AR/Collections reporting and analysis.
• Review current account status, obtain payment commitments and document in internal systems.

Conocimientos

Attention to detail

Analytical skills

Data entry

Customer orientation

Independent work

Team collaboration

Target-driven

English fluency

Educación

High school diploma

Descripción del empleo

## Financial Services SpecialistApplyremote type: Hybridlocations: Mexico, Monterreytime type: Full timeposted on: Posted Todayjob requisition id: JR105256The 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