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    Financial Operations Specialist - Houston, United States - Veterans Sourcing Group LLC

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    Description


    This req will not be released until 1/31 at 9am EST due to the start date, and shortlisting will begin 2/1 at 9am EST.


    Req ID:

    Title:
    Financial Operations Specialist


    Job Family:
    Accounting and Finance


    Background Package:
    CBRE SAFETY SPECIFIC PACKAGE - WITH DRUG TEST


    Bill Rate:
    $


    Hours:
    M-F 7-4


    Remote/Hybrid/In-Person:
    In-Person


    Location:
    Houston, TX

    77040

    Assignment Duration:
    Duration 9 Months; Candidate needs to be okay with not starting until 3/1 at the earliest

    Potential to convert to FTE, If so, what rate:Yes, no rate at this time

    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.
    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


    Certifications/Licenses:
    n/a


    Top Must have Skills:
    Experience working with Finance systems and CMMS systems

    Onboarding clients

    Customer Service Skills

    Customer Billing

    MUST BE COMITTED 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

    #J-18808-Ljbffr

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