Financial Operations Specialist

Houston, TX 77056

Posted: 02/01/2024 Employment Type: Temp To Hire Industry: ACCOUNTING Job Number: 24320

Job Description

Financial Additions has partnered with Global Real Estate leader in search of a Financial Operations Specialist. This is an onsite position.

Company Offers:
  • Global Experience
  • Award winning employer for diversity and women
The Financial Operations Specialist will be responsible for:
  • Run and present financial management reports (WIP, Debt, OPO, Invoice Pool). Understand activities that have influenced results, interrogating data to improve results.
  • Track all account spend and chargeable works against the relevant budgets as required, ensuring that all extra works have a valid customer purchase order in place.
  • Maintain the account web quote system, ensuring that all job statuses remain up to date and that all relevant information is available.
  • Prepare various internal and customer-facing reports for the account, liaising with appropriate people for accurate information and ensuring attention to detail.
  • Attend meetings and take minutes.
  • Complete all customer billing, ensuring that margins are accurate and that all invoices are raised in line with company and customer policies and that payment is received in line with contractual agreements.
  • Follow-up for prompt payment of customer invoices.
  • Monitor Helpdesk activity, dealing with incoming queries, ensuring that requests are logged in the CMMS system.
  • Coordinate the team and vendors to complete work orders as required, keeping customers informed of what is happening and ensuring that work orders are closed in a timely manner.
  • Work with wider contract support community to support the performance of the business unit and to share best practice.
The Financial Operations Specialist background should include:
  • High School Diploma and 4 years of experience
  • MS Excel (intermediate)
 
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