Finance Admin (Code: BPJBFA)

About the Client:

Their employees. They have built an elite team of hard-working, passionate, and fun people who are dedicated to helping make their merchants happy. No call center. No elevator music. No “press 3 to reach this department”. Instead, they have a team of high-energy, client-focused individuals genuinely committed to our growing customer base. They achieve this by fostering an office environment that makes it easy for our people to come to work and enjoy what they do!

Job Summary:

Analyze merchant statements to develop and prepare customized pricing documents. Maintain reference documentation to ensure the most up to date accurate information.

Responsibilities:

Determine customers' merchant services needs and prepare and review analysis and Schedule A documents for sales team to present.

Create and maintain logos for various partners

Track incoming statements and turnaround time

Provide support for weekly and monthly detailed sales management reports on analyses information and account closure reasons

Complete a monthly audit on our portfolio of merchants to ensure pricing is consistent with proposal

Maintain updated versions of PDF files

Ad hoc reporting, as needed.

Requirements

Bachelor's Degree (four year college or technical school): Preferred

1-3 years in analytical role (preferred)

Proficiency in Microsoft Outlook, Excel, and Power Bi (preferred).

Experience with some type of CRM program

Communication, Oral - Ability to communicate effectively with others using the spoken word.

Accountability – Ability to accept responsibility and account for his/her actions.

Decision Making – Ability to make critical decisions while following company procedures.

Accuracy – Ability to perform work accurately and thoroughly.

Analytical Skills – Ability to use thinking and reasoning to solve a problem.

Communications, Written - Ability to communicate in writing clearly and concisely.

Detail Oriented – Ability to pay attention to the minute details of a project or task.

Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.

Organized – Possessing the trait of being organized or following a systematic method of performing a task.

Benefits

WHAT WE OFFER:

Great Place to Work-Certified Company

Premium HMO

Holistic employee experience

Permanent work from home

Rewards and incentives

Monthly engagement activities

Career advancement opportunities

Paid referral program