
Financial Transactions Coordinator
1 day ago
Job Title: Financial Transactions Coordinator
We are seeking a meticulous and proactive professional to support our finance team in managing the billing and collections process.
This role plays a vital part in ensuring timely payments from customers, maintaining accurate records, and fostering strong internal and external communication. The ideal candidate will be organized, communicative, and comfortable working in a fast-paced environment with evolving priorities.
- Maintain and update customer records, including contact changes, mergers, and billing information.
- Draft and send collection correspondence for past-due accounts and initiate follow-up with delinquent customers.
- Identify and monitor overdue accounts, generate aging reports, and support collection strategies.
- Research customer payment discrepancies and resolve billing issues in collaboration with the AR Manager and Customer Service team.
- Work closely with the Staff Accountant to reconcile AR accounts at least twice monthly.
- Prepare ad hoc reports on account status as requested by management.
- Ensure accurate filing, documentation, and retrieval of AR-related materials.
- Communicate account changes and payment updates to internal stakeholders.
- Perform additional finance or administrative tasks as assigned.
Requirements
- A degree in Accounting or a related field is preferred.
- 2-4 years of experience in accounts receivable, billing, or related accounting functions.
- Experience using ERP/accounting systems (e.g., NetSuite) is preferred.
- Strong verbal and written communication skills.
- Proficient in Microsoft Office Suite, especially Excel.
- Familiarity with AR reporting tools and financial software.
- Excellent attention to detail and organizational skills.
- Able to work independently, prioritize effectively, and manage multiple tasks.
- Professional demeanor and the ability to collaborate across departments.
- Comfortable using office equipment including computers, copiers, and calculators.
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