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Financial Services Specialist

Grow

Grow

Accounting & Finance
Monterrey, Nuevo Leon, Mexico
Posted on Dec 11, 2024

The Financial Services Specialist is focused on resolution of past due accounts within the parameters of existing credit and collections policies as well as decision making and judgment regarding accounts receivable and account reconciliation.

What you will be doing:

  • Manage accounts receivable for assigned territory.

  • Contact customers for payment promises, follow-ups, and escalate issues if needed.

  • Liaise with sales and service teams to resolve disputes and process credit memos.

  • Resolve past-due balances and secure Purchase Orders when required.

  • Perform AR/Collections reporting and analysis.

  • Enter electronic invoices for customer accounts.

  • Reconcile accounts, including providing details and submitting tie-offs or refund requests.

  • Review account status, secure payment commitments, and document updates.

What you will likely bring:

  • 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

What could set you apart:

  • Great English communication skills

  • 2+ years applicable experience

  • Adaptability and willingness to learn new skills/tasks

  • Comfortable working with targets

#LI-JI1 #LI-HYBRID

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:

Antonio Ibarra Bustillos