Associate Financial Operations Specialist

Associate Financial Operations Specialist

The Associate Financial Operations Specialist provides administrative support to the Company’s sales and operational organizations in delivering services to address customer requirements. This role is expected to manage multiple priorities, be detail-orientated, follow established processes, problem solve, and effectively communicate internally and externally to ensure services are delivered in accordance with the contractual agreements.

Responsibilities:

• Revenue & Cost Management

• Maintain integrity and security over company billing records, submissions, and financial documentation.

• Manage customer spend tracking, PO utilization, and ensure timely renewal execution to prevent service gaps.

• Independently Assist with third-party vendor invoice processing, and cost validation.

• Perform margin analysis to ensure profitability targets are achieved.

Customer Engagement

• Manage customer inquiries, escalations, and disputes, ensuring resolution while balancing profitability and client satisfaction.

• Assist with customer dashboard management, including contract dates, purchase orders, service requests, billing, and site ID tracking.

• Operational Process

• Ensure compliance with service-level agreements (SLAs), quality assurance (QA) standards, and process documentation for customer invoicing and contract execution.

• Identify, recommend, test, and implement billing and reporting system enhancements to improve data accuracy and reduce manual efforts.

• Billing Coding Management

• Manage and assign ticket level coding, and validation to ensure accuracy and compliance with internal controls.

• Financial & Month-End Management

• Assist with month-end financial processes, including accruals, sales order creation, PO validation, invoice generation, and reporting updates.

• Work closely with Finance team to ensure accurate revenue recognition and compliance with corporate financial policies.

• Conduct ongoing margin analysis, cost performance tracking, and vendor rate evaluations to maintain operational profitability.

Basic Qualifications:

• Understanding of billing, revenue, accruals and data integrity concepts.

• Experience in customer engagement, dispute resolution, and service delivery within a contractual environment.

• Proficiency in Microsoft Excel.

• Proven analytical skills.