FINANCIAL SERVICES SPECIALIST

Duties & Responsibilities.
Manage a portfolio of accounts receivable for an assigned territory.
Contact customers to obtain promises to pay and follow up on the status of payments, or determine reasons for non-payment and escalate if necessary.
Serve as a liaison between customers and field sales/service teams to resolve disputes and initiate credit memos as needed.
Contact customers to resolve past due balances prior to release.
Secure purchase orders from customers when required.
Perform AR/Collections reporting and analysis.
Enter electronic invoicing for customer accounts.
Conduct account reconciliation.
provide back-up detail, submit tie-offs, and refund requests as needed to clean up account balances.
Review current account status, obtain payment commitments, and document all relevant information in internal account systems.
Knowledge, Skills & Abilities.
Attention to detail and excellent analytical and problem-solving skills.
Proficient in data entry.
Excellent customer orientation.
Ability to work independently and as part of a team in a fast-paced, high-volume environment with an emphasis on accuracy and timeliness.
Strong communication skills, with the ability to work and communicate effectively with all levels of the organization.
Adaptability and willingness to learn new skills/tasks.
Comfortable working with targets.
Fluent in English, with advanced written English skills.
Qualifications.
2+ years of applicable experience.
Bachelor's degree preferred or High School diploma with experience in the field.
About Epicor At Epicor, we’re truly a team.
Join talented professionals in creating a world of better business through data, AI, and cognitive ERP.
We help businesses stay future-ready by connecting people, processes, and technology.
From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters.
Together, Epicor employees are creating a more resilient global supply chain.
We’re Proactive, Proud, Partners.
Whatever your career journey, we’ll help you find the right path.
Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive.
At Epicor, your success is our success.
And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.
Competitive Pay & Benefits Health and Wellness.
Comprehensive health and wellness benefits designed to support your overall well-being.
Internal Mobility.
Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Career Development.
Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Education Support.
Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
Inclusive Workplace.
Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Work-Life Balance.
Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Global Mobility.
Comprehensive support for international relocations and permanent residency processes.
Equal Opportunities and Accommodations Statement  Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in.
If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.
We are an equal-opportunity employer.
Recruiter.
Antonio Ibarra Bustillos Everyone has a role to play, and our collective efforts matter.
Together, we empower our customers and our own growth and change.
At Epicor, you’ll collaborate side by side with our hardworking makers, movers, and sellers, helping them get the insight advantage with our data-driven solutions.
You’ll bring your unique voice to an inclusive, global workplace that fosters innovation, celebrates partnership, and champions positive change.