
Financial Transaction Coordinator
6 days ago
This role focuses on managing cash postings and accounts receivable across various platforms. It requires strong organizational skills to ensure accurate payment allocation and receipt verification.
The successful candidate will be responsible for centralizing AR functions, integrating high-volume acquisitions into a shared services center, and supporting ongoing cash reconciliation processes.
Key Responsibilities:- Cash posting from multiple banks and financial institutions daily.
- Posting from lock boxes on a daily basis.
- Month-to-month or week-to-week cash to accounting reconciliation.
- Designing a complete reconciliation process around the lock box process.
- Reporting on cash receipts and volume.
- Updating and maintaining customer remittance information when reviewing remittance details.
- Performing account reconciliations, investigating inquiries or discrepancies.
- Establishing effective relationships with customers, billing department colleagues, and account managers.
- Setting a regular reporting cadence to direct supervisors.
- Coordinating with account managers and senior management to resolve customer complaints or payment issues.
- At least 2 years of experience in accounts receivable, including collections and contract management.
- Familiarity with accounting systems like Microsoft Dynamics GP, QuickBooks, and ConnectWise.
- Associate degree preferred or equivalent experience.
- Advanced Excel skills.
- Detail-oriented, goal-driven, with strong organizational and time management skills.
- Excellent communicator with problem-solving abilities; committed to high-quality customer service; collaborative team player.
- Passionate about process automation and scalability.
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Financial Transaction Coordinator
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