Job Information
Robert Half Financial Assistant in Fort Lauderdale, Florida
Description We are offering a contract for a Financial Assistant position in Fort Lauderdale, Florida. As a part of our team, you will be expected to maintain a flexible work schedule, with hours subject to change based on operational requirements. This role is fully remote and you will be provided with the necessary equipment.
Responsibilities:
• Assist in addressing finance-related cases and tickets, and responding to calls via the RingCentral telephone system.
• Collaborate with various internal departments such as Continuing Education, Sales, and Support to provide customer-related data and resolve customer billing issues in a timely manner.
• Contribute to the creation of Contracts, Sales Orders, and Invoices in NetSuite.
• Assist with the onboarding of new customers by setting up accounts and updating 4-digit LMS ID numbers in NetSuite.
• Participate in the preparation of finance-related reports, vendor form setups, sales tax exemption certificate reviews and internal/external audit activities.
• Take part in the development and revision of Standard Operating Procedures (SOPs) outlining finance processes and Support Center articles impacting customers.
• Research and prepare documentation for processes customer refunds, including those for Organizational Learners, Independent Learners, and Continuing Education Learners.
• Serve as a backup for posting customer payments made via check, credit card, or electronic funds transfer.
• Provide support for accounts receivable and collection activities as needed.
• Assist with high-volume cycles, special projects, new initiatives, and coverage for planned/unplanned employee time off.
• Collaborate closely with the Director of Revenue Management and team to execute planned finance activities and initiatives. Requirements • Possess a minimum of 1 year of experience in a Financial Assistant role or similar position.
• Proficient in Accounting Software Systems such as NetSuite and Salesforce Platform.
• Experience with ADP - Financial Services, Ceridian, and Concur.
• Knowledge of ERP - Enterprise Resource Planning is required.
• Familiarity with standard accounting functions, including Accounts Payable (AP) and Accounts Receivable (AR).
• Experience with auditing, billing functions, and coding invoices.
• Ability to manage contracts finance, approved invoices, and ring central.
• Proven customer service skills, including experience in a call center customer service environment.
• Track record of customer satisfaction measurement and improvement.
• Familiarity with customer service software and ability to provide customer support.
• Experience with billing processes, including correct billing and electronic billing.
• Experience with onboarding procedures.
• Knowledge of vendor management and handling vendor inquiries.
• Understanding of sales tax, audit processes, including annual internal and external audits and audit reviews.
• Familiarity with department SOP's and ability to maintain standard operating procedures.
• Experience with processing refunds, refund requests, and post payments.
• Knowledge of cash applications and EFT - Electronic Funds Transfer.
• Experience with monthly billing and collections, including consumer and B2B collections.
• Proficiency in Microsoft Excel, including use of advanced Excel formulas, VLOOKUP, and pivot tables.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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