Finance Admin

About the Client

The client values their employees and has built a team of hardworking, passionate, and fun individuals dedicated to keeping their merchants happy. They do not operate like a typical call center; instead, they focus on providing high-energy, client-focused support without automated responses. Their engaging office environment encourages their people to enjoy coming to work and doing what they do best.

The role involves analyzing merchant statements, preparing customized pricing documents, and maintaining accurate reference documentation to ensure the most up-to-date information.

• Analyze merchant statements to identify service needs and prepare Schedule A documents for the sales team.
  
• Develop and maintain partner logos.
  
• Track incoming statements and ensure timely turnaround.
  
• Provide support for detailed weekly and monthly sales management reports, including analysis and account closure reasons.
  
• Conduct monthly audits to ensure merchant pricing aligns with proposals.
  
• Maintain updated versions of PDF files.
  
• Perform ad hoc reporting as needed.

Requirements

• Education: Bachelor’s Degree (preferred).
  
• Experience: 1-3 years in an analytical role (preferred).
  
• Technical Skills:
  
  • Proficiency in Microsoft Outlook, Excel, and Power BI (preferred).
    
  • Experience with a CRM program.
    
• Core Competencies:
  
  • Communication (Oral and Written): Clear, concise, and effective communication skills.
    
  • Analytical Thinking: Ability to solve problems using critical thinking and reasoning.
    
  • Detail Orientation: High attention to detail for accuracy in tasks.
    
  • Decision Making: Capable of making critical decisions while adhering to company procedures.
    
  • Organizational Skills: Systematic approach to managing tasks and responsibilities.
    
  • Integrity: Demonstrates honesty and credibility in the workplace.
    
  • Accountability: Takes responsibility for actions and outcomes.
    

Benefits