Reviews, verifies, and accurately enters timesheet and invoice data while ensuring compliance with financial policies and procedures
Identifies discrepancies, missing information, or errors and escalates issues to maintain data integrity and accurate financial records
Maintains Financial Operations by following policies and procedures
Create cases utilizing our CRM system. Resolve assigned CRM cases
Accurately review, verify, and enter data from Timesheets
Accurately review, verify, and enter data from Invoices
Creates, manages, and resolves cases within the CRM system, ensuring timely updates and proper documentation
Processes purchase requests, reviews authorizations, and maintains organized records of transactions, communications, and case activity in alignment with company standards
Process and track purchase requests
Review Authorizations
Maintain organized and up to date records of transactions, cases, and communications
Identify discrepancies, errors, or missing information and report them appropriately
Adherent to company policies, procedures, and confidentiality standards

Associate Degree in Finance related field preferred
Moderate experience with Microsoft Office 365 toolset, specifically Excel, Word, Outlook
Ability to navigate between multiple applications
Attention to detail
Ability to multi-task and work effectively in a fast-paced environment
Excellent communication skills; listening verbal and written
Ability to meet or exceed productivity and quality expectations
Ability to adapt to changes in processes, systems etc
Ability to work virtually under minimal supervision, prioritize work and meet deadlines
2+ years in operations, or clerical experience.

Operations Associate

Key skills