Job Description:
Responsible for managing and optimizing financial processes, ensuring efficiency, accuracy, and compliance. This role often involves working with various finance functions, including accounts receivable, general ledger, and financial reporting.
Responsibilities
- Finance Information Review
- Acts as a subject matter expert for a given process and point of contact, in the absence of immediate supervisor, for any clarification before reaching out to onshore
- Responsible for handling complex scenarios that would require further analysis and decision making (i.e., client account reconciliation, billing history, etc.)
- Ensures the accuracy of financial data that is provided both internally and externally.
- Summarizes information to prepare reports as necessary and be able to explain these financial reports.
- Conducts quality assurance or review on processes and documents completed by BPA II Facilitates any additional training needed by the team.
- Business Process Support
- Analyzes and resolves any issues and inquiries regarding matters of work in a customer-oriented approach.
- Routes tasks to appropriate processor by utilizing internal systems.
- Refers matters beyond limits of authority and expertise to immediate superior for direction.
- Upholds the Crawford Code of Conduct by protecting the confidentiality of information.
- Adheres to the standard operating procedures (SOP) and turnaround time set by the company.
- Performs variety of administrative duties and other related tasks from time to time as assigned to contribute to other business processes.
Qualifications
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is often preferred.
- At least two (2) years work experience in accounting, finance, or a related field
- Must:
- Process Management Expertise: In-depth understanding of finance processes such as:
- Cash Application Expertise: Ability to apply incoming payments to customer accounts accurately and efficiently.
- Billing Knowledge: Experience with generating invoices, managing billing cycles, and ensuring accurate and timely billing processes.
- Collection Skills: Proficiency in handling collections processes, including contacting clients for overdue payments.
- Analytical Skills: Ability to analyze financial information without depending on the operating procedures of the DTP.
- Communication Skills: Strong written and verbal communication skills for interacting with cross-functional teams and to explain complex processes in a clear manner.
- Attention to detail: Ensures process documentation is accurate and up to date.
- Organizational Skills: Strong ability to prioritize tasks, manage multiple accounts, and meet deadlines in a fast-paced environment
- Strong focus on maintaining compliance with internal controls and regulatory requirements.
- Maintains high degree of professionalism and confidentiality.
- Interpersonal skills - Able to work independently and as a team member.
- Desired:
- Prior experience with accounting software and tools (e.g., Navision) and Microsoft Office Suite, especially Excel, is required.
- Experience in process improvement and working with cross-functional teams is highly valued.
Requirements: