Financial Operations Specialist

Mountain View, United States | Posted on 09/18/2024

WorldLink is a rapidly growing information technology company at the forefront of the tech transformation. From custom software development to cloud hosting, from big data to cognitive computing, we help companies harness and leverage today’s most cutting-edge digital technologies to create value and grow.

Collaborative. Respectful. Work hard, play hard. A place to dream and do. These are just a few words that describe what life is like at WorldLink. We embrace a culture of experimentation and constantly strive for improvement and learning.

We take pride in our employees and their future with continued growth and career advancement. We put TEAM first. We are a competitive group that likes to win. We're grounded by humility and driven by ambition. We're passionate, and we love tough problems and new challenges. You don't hear a lot of "I don't know how" or "I can't" at WorldLink. If you are passionate about what you do and having fun while doing it; tired of rigid and strict work environments and would like to work in a non-bureaucratic startup cultural environment, WorldLink may be the place for you.

We are looking for a Financial Operations Specialist to join our team.

Role and Responsibilities:

Financial Operations Management

• Create and issue accurate invoices according to internal policies.
• Ensure all invoices are aligned with the revenue data and are processed in a timely manner.
• Manage and update the revenue/payment tracker, maintaining a detailed history of revenue amounts and payment statuses.
• Record revenue accurately in the system, ensuring that all entries are aligned with the revenue reports and financial policies.
• Monitor accounts to identify outstanding payments and follow up on overdue payments.
• Reconcile accounts receivable balances to ensure accuracy.
• Collaborate with customers and internal teams to resolve billing discrepancies and disputes.

Process Improvement

• Identify and implement improvements to streamline invoicing and revenue recording processes.
• Assist in the development and implementation of financial operations processes.
• Work closely with the finance teams and the service partnership management team to ensure accurate and timely revenue reporting/payment.
• Support the Financial Operations Manager with ad hoc financial projects and analysis.

Required Experience and Education:

• Minimum of 2 years of experience required.
• Bachelor's Degree.
• Strong understanding of accounting principles and practices.
• Proficient in financial software and MS Office, particularly Excel.

Necessary Skills and Attributes:

• Self-motivated individual with the ability to thrive in a team-based or independent environment.
• Detail-oriented with strong organizational skills.
• Ability to work in a fast-paced environment.
• Limited supervision and the exercise of discretion.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple tasks simultaneously.

Physical Demands:

The physical demands described here are representative of those that must be met by a contract employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the contract employee is occasionally required to stand, clean, crawl, kneel, sit, sort, hold, squat, stoop, stand, twist the body, walk, use hands to finger, handle, or feel objects, tools or controls, reach with hands and arms, climb stairs or ladders and scaffolding, talk or hear, and lift up to 20 pounds. Specific vision abilities required by the job include the ability to distinguish the nature of objects by using the eye. Operate a computer keyboard and view a video display terminal between 50% - 95% of work time, including prolonged periods of time. Requires considerable (90%+) work utilizing high visual acuity/detail, numeric/character distinction, and moderate hand/finger dexterity.

Performs work under time schedules and stress which are normally periodic or cyclical, including time-sensitive deadlines, intellectual challenge, some language barriers, and project management deadlines. May require working additional time beyond the normal schedule and periodic travel.

WHAT we’ll bring:

During your interview process, our team can fill you in on all the details of our industry-competitive benefits and career development opportunities. A few highlights include:

• Medical Plans
• Vision Plan
• Short-Term Disability
• Long-Term Disability
• Critical Illness/ Accident/ Hospital Indemnity/ Identity Theft Protection
• 401(k)

WHAT you should know:

Our success begins and ends with our people. We embrace diverse perspectives and value unique human experiences. WorldLink is an Equal Employment Opportunity and Affirmative Action employer. All employment at WorldLink is decided on the basis of qualifications, merit, and business need. We endeavor to continue our footprint as a diverse organization by highlighting opportunities for all people. WorldLink considers applicants for all positions without regard to race, color, religion or belief, sex, (including pregnancy and gender identity), age, national origin, political affiliation, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. People with disabilities who need assistance with any part of the application process should contact us.

This job description is designed to cover the main responsibilities and duties of the role but is not designed to be a comprehensive list of all.

Salary/Pay Range: $25.00-$40.00/hr (Depending on experience)