Job Description

Position Summary

The Financial Shared Services Associate manages the end-to-end billing and collections process, ensuring timely customer payments and accurate financial record-keeping. Key duties include generating invoices, posting cash receipts (ACH, checks, credit cards), reconciling accounts, managing aging reports, resolving payment discrepancies, and performing collections.

Core Duties and Responsibilities

  • Generate and dispatch accurate, timely invoices and credit memos to customers.
  • Work with sales and operations to create invoicing for multiple customer sites and locations, covering various billing types.
  • Upload invoices to multiple customer portals.
  • Process incoming payments, posting checks, ACH, and wire transfers to the correct customer accounts.
  • Monitor aging reports to identify overdue accounts, initiating collection calls or correspondence to secure payment.
  • Investigate and resolve customer ...

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