A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
Controller Position Summary The Settlement & Invoicing (S&I) Specialist is responsible for processing equipment sales transactions accurately and efficiently, including settlements, invoicing, delivery documentation, and customer purchase activations. This role ensures all sales are properly recorded, customers are invoiced correctly, available programs and discounts are maximized, and financial records are maintained in accordance with company policies and accounting standards. Key Responsibilities Review and verify the accuracy and completeness of sales documentation, including customer information, equipment details, transaction amounts, and payoff information. Process settlements, delivery receipts, and warranty registrations in a timely manner. Load and verify retail notes, payoff information, and financing details for new and used equipment transactions. Ensure all eligible manufacturer programs, rebates, and discounts are applied correctly to customer purchases. Process and manage rental agreements and returns within manufacturer systems. Activate customer add-on products and services associated with equipment purchases. Enter retail notes, bonuses, rentals, and related purchase information into the business system. Generate equipment sales and rental invoices and ensure accurate billing to customer accounts. Reconcile assigned general ledger accounts and support month-end accounting activities. Assist with inventory audits and maintain accurate equipment records. Serve as the primary liaison for settlement inquiries, funding requests, and transaction support. Qualifications Required Degree in Accounting, Finance, Business, or a related field; equivalent experience considered. Strong understanding of accounting principles and financial transaction processing. High attention to detail and commitment to accuracy. Excellent organizational and time-management skills. Strong written and verbal communication skills. Proficiency with Microsoft Office Suite, especially Excel, Outlook, and Word. Preferred Experience with document management and dealership business systems. Success Profile The ideal candidate is detail-oriented, analytical, and customer-focused with the ability to manage multiple transactions while maintaining accuracy and compliance. They work effectively across sales, finance, and operations teams to ensure a seamless customer experience and timely transaction processing.
Salary Range:
$50,000 – $60,000 annually, depending on experience and qualifications. #ZRCFS #LI-KB1 #
