General information

Office (s)
Monterrey, MEX
Date Published
Tuesday, May 17, 2022
Job ID

Description & Requirements

Role Summary/Purpose:
The Finance Ops Specialist is responsible for business process execution in the Finance Operations group. Also, will manage several adjoining steps of the quote-to-cash business process and may have ownership for accuracy and correct execution of step-by-step instructions.

Duties & Responsibilities
• Make complex adjustments to accounts, projects, contracts, terms, etc., individually or in bulk, based on general guidance.
• Recognize, monitor, and resolve account, contract, and billing issues.
• Verify the accuracy of calculations of prorations, coverage changes and partial cancellations
• Respond to and resolve complex customer billing questions through research, interdepartmental communications, and analysis.
• Process billing in an appropriate and timely manner.
• Create invoices, contracts, projects in the ERP system
• Maintain system records.
• Process contract, project, and account changes and cancellations.
• Process contract migrations between customers or due to legal changes.
• Research account inquiries, such as billing, credits, or contract/project adjustments.
• Process manual adjustments, ensuring proper approvals are in place, while validating correct accounting rules are followed.
• Audit billing data prior to billing.
• Upgrade Mappings and Contract Setup.
• Ensure entitlements are setup correctly for support.
• Training of junior employees and creating and updating process documentation.

Knowledge, Skills & Abilities
• Must be proficient with strong skills in MS Office and Computer systems
• Must be able to work effectively and independently to meet deadlines
• Must be able to work productively with minimal supervision
• Strong verbal and written communication skills
• Strong interpersonal and customer service skills
• Exceptional attention to detail
• Ability to manage multiple assigned tasks and work under pressure
• Must be professional, have great attendance, be punctual, has a positive attitude

• 2+ years applicable experience and demonstrated success/knowledge
• High School Diploma or Associate degree or a related field of study preferred