Financial Services Specialist

EPIND Epicor India; Monterrey (Batáquez); Presencial; MXN 250.000 - 400.000; Jornada completa

Descripción de la vacante

Epicor is seeking a Financial Services Specialist to manage accounts receivable and drive timely payments within established policies. The role involves resolving disputes, coordinating with sales and service teams, and ensuring accurate account reconciliation.

Candidates should have strong analytical skills, data-entry proficiency, and a customer-focused approach. 2+ years of experience and a high school diploma are preferred. This is a hybrid role with collaboration across departments.

Formación

• 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.

Responsabilidades

• 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 escalation 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.

Conocimientos

Attention to detail

Analytical skills

Data entry

Customer orientation

Independence

Teamwork

Communication

Target-driven

English fluency

2+ years experience

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 judgement 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 escalation 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.