Financial Support Specialist

Summary

Join Togetherwork 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, troubleshoot financial issues, train support teams, and collaborate with product and consulting teams. This role requires strong communication, problem-solving, and analytical skills, along with experience in financial reporting and general ledger systems. A Bachelor's degree in accounting or a related field is preferred. Togetherwork offers a comprehensive benefits package including medical, dental, vision, disability, life insurance, 401k matching, paid time off, and parental leave. We encourage applications even if you don't meet every requirement; we value diversity and inclusion.

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
• Experience in customer service or technical support, particularly in a financial setting

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

Benefits

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• Basic Life
• 401(k) option with 100% company match
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company paid holidays
• 6 weeks paid parental leave