
Financial Operations Specialist
1 day ago
We are seeking a skilled professional to fill the role of Financial Operations Specialist. This position involves managing all aspects of financial operations, including accounts payable, accounts receivable, and billing.
Main Responsibilities- Accounts Receivable
- Prepare timely and accurate billing based on shipment documentation and logistics agreements.
- Maintain aging reports and follow up on overdue invoices with a thoughtful approach.
- Reconcile short payments and discrepancies before reaching out to clients, ensuring smooth client communication.
- Balance customer accounts and support the month-end AR closing and reporting.
- Accounts Payable
- Process and code vendor invoices correctly (e.g., fuel, GL entries), ensuring approvals and accurate postings.
- Reconcile vendor statements and resolve discrepancies efficiently.
- Ensure timely vendor payments, maintain audit-ready documentation, and assist with month-end closing processes.
- Billing
- Manage billing across trucking and warehousing divisions.
- Address and offer resolution for billing discrepancies or issues raised by clients or internal teams.
- Ensure billing aligns with logistics-specific systems and operations.
- Financial Administration & Process Improvement
- Assist in AR/AP reconciliations during monthly close.
- Generate reports (aging summaries, cash flow insights) to support leadership decisions.
- Suggest improvements to workflows for better efficiency and accuracy across financial processes.
- Collaboration & Communication
- Work closely with operations, customer service, and external vendors to support invoicing and payment coordination.
- Communicate effectively across U.S. and PH time zones.
- Maintain clear documentation and support continuous improvement initiatives.
- 3+ years of combined Accounts Payable, Accounts Receivable, or Billing experience
- Strong proficiency in Excel (pivot tables, formulas, VLOOKUPs) and experience with tools like Bill.com or ERP systems
- Exceptional attention to detail and problem-solving capabilities
- Excellent English communication skills, both written and verbal
- Familiarity with logistics terminology is highly desirable
- Competitive compensation package
- Flexible work options
- Wellness and time-off benefits
- Career growth opportunities
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