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Accounting/Finance - Financial Operations Specialist
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$57k-70k (estimate)
Full Time 1 Week Ago
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Veterans Sourcing Group is Hiring an Accounting/Finance - Financial Operations Specialist Near Houston, TX

Financial Operations Specialist
Pay Rate: $27.00 Per Hour
Duration: 9 Month Contract to Hire
Location: Houston, TX
Hours: M-F 7-4

About the role
This role is to support the delivery of a client account, by supporting the Account Leader with account governance and administration, financial administration, workflow and CMMS administration, supply chain and vendor coordination, as well as Helpdesk and customer service.
Resource's typical working day:
  • Be a first point of contact for customers, by positively responding through effective communication and personal accessibility.
  • Run and present financial management reports (WIP, Debt, OPO, Invoice Pool). Have an understanding of 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 the 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 appraised with what is happening and ensuring that work orders are closed down in a timely manner.
  • Work with the wider Contract Support community to support the performance of the Business Unit and to share best practice.
Qualifications
  • Applicants must be currently authorized to work in the United States without the need for
  • High school diploma or general education degree (GED) required.
  • Minimum of four years of related experience and/or training.
  • Experience working with Finance systems and CMMS systems desirable.
Years of Experience needed: 4 years of experience
Level of Education: H.S Diploma
Systems/Software proficiencies: Excel, Microsoft Office experience is required and Coupa would be great!
Top Must have Skills:
  • Experience working with Finance systems and CMMS systems
  • Onboarding clients
  • Customer Service Skills
  • Customer Billing
  • MUST BE COMMITTED TO WORKING 100% ONSITE
Top Nice to have Skills: Coupa would be amazing!
Interview Process: One virtual interview and One onsite
Work Equipment Issued: Laptop & Phone

Job Summary

JOB TYPE

Full Time

SALARY

$57k-70k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

05/18/2024

WEBSITE

theclgrp.com

HEADQUARTERS

NEW YORK, NY

SIZE

<25

FOUNDED

2006

REVENUE

<$5M

INDUSTRY

Business Services

Related Companies
About Veterans Sourcing Group

Welcome to the Veterans Souring Group company profile. Veterans Sourcing Group (VSG) is a Service Disabled Veteran Owned Small Business SDVOSB. Veterans Sourcing Group was formed to honor our Heroes by enabling Veterans to find employment and assisting companies, large and small, to gain access to Veterans. Today, the US Military Veteran returning from active duty abroad is increasingly being shut out of IT Jobs due to off shoring, lack of experience, lack of training or a combination of both. The Veterans Sourcing Group solution combines the talents of the C&L Group professionals who current...ly compete with the Indian Outsourcers with the veteran experiences of its JV partner to provide the necessary training, coaching, guidance and placement services to our Veterans to locate and succeed in these high tech jobs. Veterans Sourcing Group, a SDVOB designated firm, is in position to receive preferential treatment by Industry and Government in the award of contracts that may otherwise have gone offshore. Companies with active Diversity Programs are able to include VSG spend and or staff augmentation headcount in fulfillment of their diversity and minority goals as a result of our 51% ownership by a Service Disabled Veteran. The Veterans Sourcing Groups motto, Keeping American Jobs for American Vets, is designed to not only be a catchy phrase but to honor the service of our nations best, the Veterans. We focus on developing needed partnerships by reaching out to the Public and Private Sectors and the US Government through agencies such as the Veterans Administration to get them to share in its Vision and Goals. More
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