Financial Support Specialist

Summary

Join our team as a Financial Support Specialist and become the financial expert for our support team. You will provide exceptional customer service and technical support to CFOs and other stakeholders. This role involves troubleshooting financial issues, training support teams, and collaborating with other teams for continuous improvement. You will diagnose and resolve financial issues, offer guidance on accounting best practices, and perform financial reporting and analysis. You will also advise the product team on enhancements and collaborate with other teams to stay updated on accounting trends. The position requires strong communication, problem-solving, and analytical skills, along with experience in financial reporting and general ledger systems.

Requirements

• Strong communication, problem-solving, and analytical skills
• Basic knowledge of accounting principles, including journal entries, debits, and credits
• Experience with financial reporting and general ledger systems
• Proficiency in Microsoft Office Suite and understanding of how transactions integrate with ERP systems
• Ability to work collaboratively within a team-oriented culture and in a fast-paced environment
• Strong organizational skills with the ability to manage multiple tasks and prioritize effectively

Responsibilities

• Serve as the financial expert for the support team and customer escalations
• Provide excellent customer service over video and live calls, with approximately 30% customer interaction and 70% backend investigative work
• Diagnose and resolve financial issues such as stuck batches, incorrect general ledger (G/L) accounts, G/L detail duplication, and accounting integration problems
• Offer guidance on accounting best practices and address system-related training issues
• Become an expert in our solution, specifically in its financial components
• Understand and apply accounting principles such as journal entries, debits, and credits
• Perform financial reporting and analysis for association customers
• Advise the product team on enhancements based on user feedback
• Train and coach Tier 1 and Tier 2 support teams, serving as the escalation point for complex financial issues
• Collaborate with the accounting practice manager and consulting teams to stay updated on the latest accounting trends and updates

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• Familiarity with Microsoft Dynamics Suite or other ERP/SaaS applications
• Experience in customer service or technical support, particularly in a financial setting

Benefits

• $1,000 employee referral bonus
• Discretionary bonuses
• Long term incentives
• Flexible paid vacation/personal time policy
• 6 weeks paid parental leave