Hiring.Camp

Financial Services Specialist

Epicorsoftware

·

Yesterday

Location
Mexico, Monterrey
Workplace
Hybrid
Type
Full-time
Department
Finance
Education
High School
Source
Workday

Description

Duties & Responsibilities

  • Manage portfolio of accounts receivable for assigned territory.

  • Contact customers to obtain promises to pay and follow up on status of payments, or determine reasons for customer's non-payment and escalate if necessary.

  • Serve as liaison between customer and field sales and service to resolve disputes and initiate credit memos as needed.

  • Contact customers to resolve past due balances prior to release.

  • Secure Purchase Orders from customers when required.

  • AR/Collections reporting and analysis.

  • Enter electronic invoicing for customer accounts.

  • Account reconciliation: provide back-up detail; submit tie-offs and refund requests as needed to clean up account balances.

  • Review current account status, get payment commitment and document all relevant information in internal account systems

Knowledge, Skills & Abilities

  • Attention to detail, excellent analytical and problem-solving skills

  • Proficient in data entry

  • Excellent costumer orientation

  • Work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy and timeliness

  • Ability to work and communicate with all levels of the organization

  • Adaptability and willingness to learn new skills/tasks

  • Comfortable working with targets

  • Speaks English fluently, advanced written English

Qualifications

  • 2+ years applicable experience

  • High school diploma preferred

About Epicor 

At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain. 

We’re Proactive, Proud, Partners.  


Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Competitive Pay & Benefits 

  • Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being. 

  • Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally. 

  • Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development. 

  • Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development. 

  • Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership. 

  • Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect. 

  • Global Mobility: Comprehensive support for international relocations and permanent residency processes.  

Equal Opportunities and Accommodations Statement 

Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.  

We are an equal-opportunity employer.  

Recruiter:

Elizabeth Garcia

Skills

Accounts ReceivableERP

Similar Jobs

30

Financial Services Specialist

FNBO - First National Bank of Omaha · Danville, VA

3 days ago

Financial Services Specialist

FNBO - First National Bank of Omaha · South Boston, VA

3 days ago

Financial Services Specialist

Sentara · Sentara Independence, United States of America · Remote

1 week ago

Financial Services Specialist

Sentara · Sentara Independence, United States of America · Remote

1 week ago

Financial Services Specialist

Hiawatha Valley Mental Health Center · Winona, Minnesota

1 week ago

Financial Services Specialist

Sentara · Sentara Independence, United States of America · Remote

2 weeks ago

Financial Services Specialist

Loma Linda University Health · San Bernardino, CA, United States, US

2 weeks ago

Financial Services Specialist

Loma Linda University Health · San Bernardino, CA, United States, US

2 weeks ago

Financial Services Specialist

American Iron & Metal (AIM) · Hamilton, ON, Canada

1 month ago

Financial Services Specialist

Interstate Waste Services · Teaneck, NJ, US

1 month ago

Financial Services Specialist

Loma Linda University Health · San Bernardino, CA, United States, US

2 months ago

Financial Services Specialist

Apprisen · US

2 months ago

FINANCIAL SERVICES SPECIALIST

Horizon Health · Paris, IL

2 months ago

Senior Financial Services Specialist

74000165 FlexStaff N - ClinaCore · Melville, Suffolk, United States, US

3 days ago

Account Resolution Specialist | Financial Services | Entry Level

Claytonhomes · Home Office, United States of America · Remote, Hybrid, Onsite

5 days ago

Financial Services Specialist - Marsh Branch

MSU Federal Credit Union · Haslett, MI

5 days ago

Floating Financial Services Specialist

FNBO - First National Bank of Omaha · Lynchburg, VA

1 week ago

Enrollment Services Specialist - Financial Aid

Community College of Beaver County · Monaca, PA 15061, USA

1 week ago

Float Financial Services Specialist or Officer I - High Street Branch

Marion & Polk Schools Credit Union · Salem, OR

1 week ago

Patient Access Services Financial Specialist

bannerhealth · BUMC Tucson (3838 N Campbell Ave), United States of America +1

1 week ago

Financial Services Specialist - West Side Branch

MSU Federal Credit Union · Lansing, MI

1 week ago

Bilingual Account Resolution Specialist | Financial Services | Entry Level

Claytonhomes · Home Office, United States of America · Remote, Hybrid, Onsite

2 weeks ago

Financial Services Specialist - Novi Branch

Oakland University Credit Union · Novi, MI

2 weeks ago

Financial Services Specialist - Novi Branch

MSU Federal Credit Union · Novi, MI

2 weeks ago

Financial Services Specialist (Teller)

Machias Savings Bank · Portland, ME

2 weeks ago

Dealer Financial Services Specialist

Avisbudget · USA - Virginia Beach - 300 Centre Pointe Dr, United States of America

3 weeks ago

Patient Financial Services Specialist-Hospital Billing

Bilh · Schrafft City Center, United States of America

4 weeks ago

Financial Services Specialist - Berkley Branch

MSU Federal Credit Union · Berkley, MI

1 month ago

Customer Service Specialist - Financial Services

Group1001Wd · Zionsville Office, United States of America · Hybrid

1 month ago

Part Time Campus Financial Services Specialist-NAU

Desert Financial Credit Union · Flagstaff, AZ

1 month ago
Financial Services Specialist at Epicorsoftware | Hiring.Camp