Financial Assistant
Financial Assistant
Posted on :
21-05-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
21-05-2024
Job Description
Req ID : 2855140
This is a remote position.
Banking Service
Following the processes in receipting the payments into the customers accounts within Sitelink
Setting the banking each day pre reconciliations
Reconcile accounts and report that up to the finance team
Weekly close and report findings to the finance team
NSF s (reversal of payment)
Refunds to customers / process to the bank account
Investigating discrepancies and abnormalities reporting findings to finance team
Advising Sales Consultants when banking has been completed for sites through correct teams channels
Able to work within time constraints effectively for each different time zones for certain states within a calendar year
Customer Invoicing
Process all invoices late notices to each customer daily.
Carry out adhoc duties from time to time as directed by the Operations Team
Development and training:
To learn and obtain the necessary knowledge information skills and social attitudes to enhance performance continuously efficiency and overall job
performance and satisfaction:
Utilizing software databases scripts product knowledge and tools appropriately. When assistance is required following correct channels to obtain
information.
Taking part in training and other learning opportunities to expand knowledge of company and position when available.
Adhering to all company policies and procedures and seeking clarification and further training where gaps are identified.
Assisting with implementation and trial of new client focuses initiatives and system functions.
Providing objective performance feedback reviews against required stipulations to identify areas for improvement and opportunities for growth monthly
or as requested.
Projects:
Any other projects that management may add to the profile when needed from time to time.
Requirements
Essential skills:
Friendly Clear and Confident phone manner with the ability to build rapport quickly.
Excellent sales conversion and ability to combat client objections to close a deal
Steady underpressure and able to work at speed and multitask
Accurate and thorough notes records and data entry
Adaptable and wellorganised with the ability to think and act on your feet
Excellent communication skills (written and verbal)
Confident in the use of computers and eager to learn and continuously adapt to new systems/ updates
Hungry for continuous improvement and numbers driven
Qualification:
2 years previous banking/payment processing background. Call Centre background advantageous.
The position holder will be required to uphold our workplace values.
Family: We commit to celebrating achievement and supporting each other in the tough times knowing each other and being authentic.
Integrity: We believe in being loyal to each other even when they are not present.
Respect: We seek to listen carefully and learn to be able to support and enable each other and to have honest conversations.
Excellence: Commitment to delivering excellence through continuous improvement and personal development and welcoming accountability.
Benefits
Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to supporting business owners and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent. We recognize that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep that s right 100% work from home. But wait there s more. Here are just some of our benefits:
- Work from Home Allowance
- HMO for you and a dependent from Day 1
- 20 Days Annual Leave AND 5 Days Sick Leave
- Government Benefits and 13th Month Pay
- Computer Equipment
- Opportunities for growth
- Competitive Salary
Bachelor's degree in a related field (Finance, Accounting, Computer Science, etc.) Proven experience in Power BI report development and data modeling. Strong knowledge of data transformation, ETL processes, and data visualization techniques. Proficiency in either SQL, DAX, M language and experience with Microsoft Fabric a plus Familiarity with accounting and financial concept is a plus. Excellent communication skills to convey complex data to non-technical stakeholders effectively. Problem-solving skills and attention to detail. Ability to work both independently and collaboratively in a team-oriented environment. Any relevant certifications in Power BI are a plus.
Employment Type
Full Time
Key Skills
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