
Financial Transaction Manager
5 days ago
About the Job
At Potomac Distro, we are seeking a highly skilled Financial Transaction Manager to join our accounting team. This role will be responsible for managing financial transactions, maintaining accurate records, and supporting the accounting team.
Key Responsibilities:
- Generate and send out invoices to customers in a timely manner.
- Follow up on, collect, and allocate payments from customers.
- Monitor customer account details for non-payments, delayed payments, and other irregularities.
- Perform account reconciliations to ensure accuracy.
- Maintain accounts receivable customer files and records.
- Produce monthly financial and management reports for senior management.
- Investigate and resolve customer queries in a professional manner.
- Process adjustments as necessary.
- Develop a recovery system to initiate collection efforts.
- Communicate with clients regarding billing and payments.
Requirements:
- Proven working experience as an Accounts Receivable Clerk or Accounting Specialist.
- Solid understanding of basic accounting principles, fair credit practices, and collection regulations.
- Proven ability to calculate, post, and manage accounting figures and financial records.
- Data entry skills along with a knack for numbers.
- Hands-on experience in operating spreadsheets and accounting software.
- High degree of accuracy and attention to detail.
- BS degree in Finance, Accounting, or Business Administration.
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