Financial Assistant, Robert Half

Financial Assistant

Robert Half

Location:

United States, Fort Lauderdale

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

We are offering a contract to permanent employment opportunity for a Financial Assistant based in Fort Lauderdale, Florida. This role will be performed remotely and involves a range of responsibilities in the field of finance and customer service.

Job Responsibility:

Oversee and manage both business-to-business and business-to-consumer collections
Handle Accounts Receivables and light Accounts Payable duties
Accurately post payments into the system and ensure correct billing
Provide exceptional customer service, ensuring inquiries are addressed promptly and professionally
Assist with Sales Tax exempt reporting and other tax-related tasks
Support the month-end close process and prepare monthly financial statements
Contribute to the creation of Contracts, Sales Orders, and Invoices in NetSuite
Collaborate with various departments to resolve customer billing issues and provide customer-related data
Assist with the onboarding of new customers, including setting up accounts and updating IDs in NetSuite
Participate in the preparation of finance-related reports, vendor form setups, and audit activities
Play a role in the development and revision of Standard Operating Procedures (SOPs) related to finance processes
Research and prepare documentation for processing customer refunds
Serve as a backup for posting customer payments made via check, credit card, or electronic funds transfer
Provide support for accounts receivable and collection activities as needed
Assist with high-volume cycles, special projects, new initiatives, and coverage for planned/unplanned employee time off
Collaborate with the Director of Revenue Management and team to execute planned finance activities and initiatives

Requirements:

Minimum of 1 year experience in a financial assistant role or similar position
Proficient in using Accounting Software Systems
Familiar with ADP - Financial Services, Ceridian, Concur, and NetSuite
Experience in ERP - Enterprise Resource Planning
Exhibit strong knowledge in Accounting Functions including Accounts Payable (AP) and Accounts Receivable (AR)
Proficient in Auditing, Billing Functions, and Coding Invoices
Ability to handle Approved Invoices and Code Invoices efficiently
Experience in Salesforce Platform and Ring Central
Proficient in Contracts Finance
Have previous experience in a Call Center Customer Service environment
Ability to measure and improve Customer Satisfaction
Skilled in using Customer service software and providing Customer Support
Proficient in Billing, Correct Billing, and Electronic Billing
Experience in Onboarding and Vendor Management
Able to handle Vendor Inquiries and Sales Tax related tasks
Experience in Audit, Annual Internal Audit, Annual External Audit, and Audit Reviews
Familiar with Department SOP's, Maintain Standard Operating, Standard Operation Procedure, and Standard Operating
Ability to Process Refunds, handle Refund Requests, and Post Payments
Experience in Cash Applications and EFT - Electronic Funds Transfer
Proficient in Monthly Billing, Collections - Consumer, Collections, and B2B collections
Strong Microsoft Excel skills, including familiarity with Excel Formulas, VLOOKUP, and Pivot Table

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 22, 2025

Employment Type:

Fulltime

Work Type:

Remote work

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