Financial Services Specialist

epicorsoftware; Monterrey; On-site; MXN 360,000 - 480,000; Full time

Benefits offered by this job

Health and Wellness Benefits

Career development opportunities

Global mobility

Job summary

Epicor is seeking a Financial Services Specialist in Monterrey to manage a portfolio of accounts receivable and contact customers to obtain payment commitments. You will act as a liaison between customers and field teams to resolve disputes, process credit memos, and ensure timely reconciliations.

The role requires strong attention to detail, analytical skills, and English fluency. You will work in a fast-paced environment with emphasis on accuracy and timeliness, supporting AR reporting and

Qualifications

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

Responsibilities

• 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 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.

Skills

Attention to detail

Analytical skills

Data entry

Customer orientation

Independent work

English fluency

Cross-functional communication

Education

High school diploma

Job description

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

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.