Finance Ops Coordinator

Posted 22 Days Ago
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Monterrey, Nuevo León, MEX
In-Office
Junior
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
Support setup and maintenance of customer accounts, contracts, projects, billing records, and entitlements. Enter invoices and contract data, process updates and adjustments, research and resolve billing inquiries, audit billing data, and maintain accurate system records and supporting documentation while collaborating with finance, sales, and support teams.
Summary Generated by Built In
As a Finance Ops Coordinator, you will support the accurate setup and maintenance of customer accounts, contracts, projects, billing records, and service entitlements within Epicor’s systems. You will process customer and contract changes, review billing information, resolve account inquiries, and help ensure system records accurately reflect customer agreements and applicable accounting requirements.What You Will Be Doing
  • Enter invoices, sales and support contracts, projects, and related customer information into the designated system of record
  • Review contracts, projects, and supporting documentation to help ensure system records accurately reflect customer agreements
  • Process account, project, contract, term, and entitlement updates based on approved instructions and supporting documentation
  • Process contract and project changes, cancellations, migrations, and transfers resulting from customer requests or legal entity changes
  • Research and resolve account inquiries related to billing, credits, contracts, projects, and other account adjustments
  • Process manual adjustments after validating required approvals and confirming that applicable accounting rules and procedures are followed
  • Respond to customer billing questions through research, analysis, and collaboration with finance, sales, support, and other internal teams
  • Audit billing data before invoices are generated and identify discrepancies requiring correction or escalation
  • Maintain accurate and complete system records, supporting documentation, upgrade mappings, contract configurations, and customer entitlements
What You Will Need to Succeed
  • Ability to work independently while collaborating effectively within a team
  • Good written and verbal communication skills, with the ability to respond professionally to customer and internal stakeholder inquiries
  • Strong attention to detail and the ability to review contracts, billing information, and system records for accuracy and completeness
  • Proficiency with Microsoft Office applications and the ability to learn ERP, billing, contract management, and other business systems
  • Strong customer service orientation with effective research, organizational, and problem-solving skills
  • Ability to remain flexible and responsive to changing business requirements, processes, and industry practices
  • Professional and dependable approach, with consistent attendance, punctuality, and the ability to complete assigned work accurately and on time
Qualifications
  • 1+ years of relevant experience in billing, contract administration, order management, accounts receivable, customer service, or a related operational function
  • High school diploma required; associate degree in Business, Accounting, Finance, or a related field preferred
  • Equivalent education, training, or relevant work experience will be considered

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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:

Antonio Ibarra Bustillos

Skills Required

  • 1+ years relevant experience in billing, contract administration, order management, accounts receivable, customer service, or related operational function
  • High school diploma
  • Associate degree in Business, Accounting, Finance, or a related field
  • Proficiency with Microsoft Office applications
  • Ability to learn ERP, billing, contract management, and other business systems
  • Strong attention to detail and ability to review contracts, billing information, and system records for accuracy and completeness
  • Good written and verbal communication skills
  • Strong customer service orientation with effective research, organizational, and problem-solving skills
  • Ability to work independently while collaborating effectively within a team
  • Professional and dependable approach, with consistent attendance and punctuality

Epicor Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Epicor and has not been reviewed or approved by Epicor.

  • Healthcare Strength Health coverage (medical, dental, vision) is characterized as decent to solid, complemented by wellness resources. Company materials highlight health and wellness programming alongside core plans.
  • Leave & Time Off Breadth Flexible or unlimited PTO exists in U.S. roles, and the organization emphasizes taking time to recharge. When team norms support it, the flexibility is considered a meaningful perk.
  • Retirement Support A 401(k) with company match is available as part of the standard offering. The match level is generally viewed as modest but serviceable.

Epicor Insights

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The Company
HQ: Austin, TX
6,280 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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