Financial Services Specialist

Epicor; Monterrey; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading technology company in Monterrey is seeking candidates for an accounts receivable role. Responsibilities include managing account portfolios, contacting customers for payments, and resolving payment disputes. Ideal applicants should have over 2 years of experience, prefer a high school diploma, and possess strong analytical and customer-oriented skills. The company offers comprehensive health benefits, career development opportunities, and an inclusive workplace culture.

Servicios

Comprehensive health and wellness benefits

Opportunities for mentorship

Free LinkedIn Learning licenses

Education support programs

Diverse and inclusive team

Work-life balance policies

Support for international relocations

Formación

• 2+ years applicable experience.

Responsabilidades

• Manage portfolio of accounts receivable for assigned territory.
• Contact customers for payment promises and follow up on payments.
• Liaise between customer and sales/service to resolve disputes.
• Contact customers to resolve past due balances.
• Secure Purchase Orders from customers when required.
• Conduct AR/Collections reporting and analysis.
• Enter electronic invoicing for customer accounts.
• Account reconciliation and submission of refund requests.
• Review account status and document all relevant information.

Conocimientos

Attention to detail

Analytical skills

Problem-solving skills

Proficient in data entry

Customer orientation

Ability to work independently and in a team

Communication skills

Adaptability

English fluency

Educación

High school diploma preferred

Descripción del empleo

Duties & Responsibilities

• 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 escape 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.

Knowledge, Skills & Abilities

• 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.

Qualifications

• 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.