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Financial Associate
Ref No.: 18-00524
Location: New York, New York
Position Type:Contract
Start Date / End Date: 11/27/2017 to 05/26/2018
Job Title - Financial Associate
Location - New York, NY
Duration – 6 Months
  • Associates degree in accounting or related area.
  • Detailed individual with strong data entry skills Microsoft Excel.
  • Under general direction and in accordance with Client policies and procedures, is responsible for the preparation of customer quotations, daily invoice balancing, coordination of customer credits/payments, maintenance of order processing files, price files.
  • In addition, investigates and resolves plant customer service and customer problems related to order processing and credits.
  • Works directly with all levels of Sales and Marketing to ensure customer order processing, invoicing, and credits are functioning accurately.
Typical Duties:
  • Prepares customer quotations and pricing maintenance as required per customer contract;
  • Customer set up and system maintenance within Mfg Pro;
  • Maintenance of customer warranty data, fault code and customer master profiles;
  • Monitors, investigates, and maintains transactions within error recycle;
  • Provides support to sales managers, customer service personnel and customers as needed;
  • Processes customer credits as required per customer program;
  • Implements customer program changes and pricing actions;
  • Maintains and administers the Junk System and issues statements and credit memos timely;
  • Processes online debit/credit memos;
  • Track and distributes lead market data daily;
  • Miscellaneous tasks as assigned by supervisor.