OTC Senior Financial Specialist - North America

Fresenius Medical Care North America; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

A leading healthcare company seeks an OTC Senior Financial Specialist to oversee the collection of overdue accounts. The position requires strong financial analytical skills, excellent communication, and a proactive approach to problem-solving. The role involves collaboration across departments to ensure efficient collections and requires a Bachelor's degree in finance or related fields.

Qualifications

• Strong understanding of collections principles.
• Experience in financial analysis, reporting, and data interpretation.
• Knowledge of compliance regulations.

Responsibilities

• Manages overdue accounts through calls and emails.
• Analyzes credit histories and generates balance reports.
• Collaborates with customers to enhance collections.

Skills

Communication

Problem-solving

Organizational skills

Financial analysis

Team collaboration

Education

Bachelor's degree in finance

Bachelor's degree in accounting

Bachelor's degree in business administration

Tools

Financial systems

Software applications

Job description

The OTC Senior Financial Specialist plays a vital role in the team, focusing on managing and enhancing the collection of overdue receivables from customers. This role will collaborate with stakeholders, leverage financial systems, and implement process improvements to ensure efficient and effective collections.

Responsibilities:

• Proper handling of customer queries as well as on time response to incoming requests and proactively contacts customers to confirm invoice payment timelines.

• Collects and maintains customer accounts by tracking status, reporting outstanding balances, and prioritizing collection activities.

• Follows up on overdue accounts through email and outbound calls, and coordination with internal departments

• Investigates billing discrepancies and addresses external queries through Dispute Cases.

• Collaborates with internal and external customers to enhance collection efforts.

• Escalates any issues to management that may impede the collection process.

• Analyzes credit histories and related information of overdue accounts.

• Generates reports on outstanding balances.

• Manages projects and processes independently with minimal supervision and assists in training new team members.

• Performs other job-related duties as assigned.

Qualifications:

• Bachelor's degree in finance, accounting, business administration, or a related field.

• Strong understanding of Collections and principles.

• Excellent communication skills.

• Experience or exposure in financial analysis, reporting, and data interpretation.

• Knowledge of compliance regulations and a commitment to upholding them.

• Experience with financial systems and software applications.

• Detail-oriented with strong organizational and time management skills.

• Problem-solving abilities and a proactive approach to issue resolution.

• Collaborative team player with the ability to work effectively across departments.