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Financial Health Specialist
1 week ago
As a Financial Health Specialist, you will play a crucial part in maintaining the financial well-being of our organization. Your primary responsibility will be to manage complex overdue accounts, cash application, and manual billing while resolving customer disputes.
Acting as a subject matter expert for collections, you will provide analytical support and independent resolution of escalated or high-risk accounts. Additionally, you will collaborate with internal teams to optimize collections processes, ensure timely and accurate payments, and drive continuous improvement in Invoice-to-Cash (I2C) metrics.
Your key responsibilities may include:
- Independently managing communication with customers to collect overdue invoices using various methods such as calls, emails, and written correspondence while maintaining accurate documentation of all interactions.
- Performing cash application tasks, including bank statement uploads, payment allocations, resolving unidentified amounts, and cleaning up unallocated cash via internal tools such as Salesforce or SAP.
- Handling escalated and complex customer disputes, working closely with internal teams (Sales, Finance, Credit, and Customer Service) to resolve issues efficiently and enhance customer satisfaction.