Financial Operations Specialist
2 weeks ago
Are you a highly organized and detail-oriented individual with excellent financial skills? Do you have experience in invoicing and accounting software?
We are seeking a Financial Operations Specialist to join our team at Creative Sourcing. In this role, you will be responsible for verifying quotations received by partners, preparing and submitting invoices, and maintaining accurate records.
About the Role:
The successful candidate will have a minimum of 3 years’ experience in invoicing and/or a similar role, with strong knowledge of Pastel Accounting Software. They will also possess excellent verbal and written communication skills, as well as the ability to work under pressure and meet deadlines.
Responsibilities:
- Verify quotations received by partners according to a pricelist
- Add the quotation to the relevant Excel spreadsheet
- Submit the quotation to the Finance Manager for approval and sign-off
- Prepare approved Ubuntu quotation
- Send an email to the partner to request an invoice for the relevant PO
- Prepare project sheet and send to the Administration Clerk to issue a PO number
- Once the partner's invoice is received, verify that the pricing is correct and update on the relevant database
- Capture GRV for the partner on the accounting system (Pastel)
- Ensure that partner details are correct by referring to the relevant Purchase Order
- Prepare/process invoice for partner
- Prepare documents accurately for filing and posting purposes and submit to the Financial Administrator
- Update final project sheet and send to the Creditors Clerk
- Update invoice details on the company database, portal, and relevant spreadsheet
- Scan and email invoices to the Financial Administration to send to the partner
- Liaise with the partner in terms of queries/discrepancies as and when required
Requirements:
- Minimum of 3 years' experience in invoicing and/or a similar role
- Strong knowledge of Pastel Accounting Software
- Excellent verbal and written communication skills
- Ability to work under pressure and meet deadlines
- Organized, good time management skills
- Honest and reliable
- Punctual, accurate, and strong attention to detail
- Analytical deadline-driven
- Strong interpersonal skills (with customers, suppliers, and team members)
What We Offer:
- Estimated salary: $50,000 - $60,000 per annum
- Opportunity to work with a dynamic and growing company
- Collaborative and supportive team environment
- Professional development opportunities
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