Finance Operations Specialist

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Monterrey, Nuevo León
In-Office
Cloud • Information Technology • Professional Services • Sales • Software
As a leader in Enterprise Resource Planning, we're the essential partner for the world's most essential businesses.
The Role

As a Finance Operations Specialist, you will be responsible for business process execution in the Finance Operations group. You will manage several adjoining steps of the quote-to-cash business process and may have ownership for accuracy and correct execution of step-by-step instructions. We are seeking applicants with strong technical skills, effective communication abilities, and a proactive approach to problem-solving.

What you will be doing:
  • Make complex adjustments to accounts, projects, contracts, and terms, individually or in bulk, based on general guidance.
  • Recognize, monitor, and resolve account, contract, and billing issues.
  • Verify the accuracy of calculations for prorations, coverage changes, and partial cancellations.
  • Respond to and resolve complex customer billing questions through research, interdepartmental communications, and analysis.
  • Process billing in an appropriate and timely manner.
  • Create invoices, contracts, and projects in the ERP system and maintain system records.
  • Process contract, project, and account changes and cancellations, including contract migrations between customers or due to legal changes.
  • Research account inquiries, such as billing, credits, or contract/project adjustments.
  • Process manual adjustments, ensuring proper approvals are in place, while validating correct accounting rules are followed.
  • Audit billing data prior to billing and upgrade mappings and contract setup to ensure entitlements are set up correctly for support.
What you will likely bring:
  • Proficiency with strong skills in MS Office and computer systems.
  • Ability to work effectively and independently to meet deadlines with minimal supervision.
  • Strong verbal and written communication skills.
  • Strong interpersonal and customer service skills.
  • Exceptional attention to detail.
  • Ability to manage multiple assigned tasks and work under pressure.
  • Salesforce experience is a plus.

#LI-EG1 #LI-HYBRID

About Epicor 

At Epicor, we’re truly a team. Join 5,000 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:

Elizabeth Garcia

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The Company
HQ: Austin, TX
4,500 Employees
Year Founded: 1972

What We Do

We’re the Digital Brains of Our Customers’ Operations

We help businesses stay future-ready with cognitive ERP that connects 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.

Why Work With Us

Our policies are built on mutual trust, support, and a commitment to maintaining a healthy work-life balance. That's why we encourage you to take the time off you need to rest, recharge, and reconnect.

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