Finance Ops Coordinator

Posted 2 Days Ago
Be an Early Applicant
Monterrey, Nuevo León
In-Office
1-1 Annually
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
This role involves entering and processing invoices, contracts, and projects in the ERP system, ensuring accuracy through audits and customer inquiries, and maintaining system records. The candidate will need strong communication and customer service skills.
Summary Generated by Built In

Duties & Responsibilities

  • Entering invoices, entering sales or support contracts, or setting up projects in the IT system of record.

  • Learning how to execute simple audits of such documents and ensuring the ERP system properly reflects the agreement with the customer.

  • Make discrete updates to accounts, projects, contracts, terms based on specific instructions

  • Maintain system records.

  • Process contract, project, and account changes and cancellations.

  • Process 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.

  • Respond to and resolve customer billing questions through research, interdepartmental communications, and analysis.

  • Audit billing data prior to billing.

  • Upgrade Mappings and Contract Setup.

  • Ensure entitlements are setup correctly for support.

  • Process License Transfers

  • Process SaaS Conversions

Knowledge, Skills & Abilities

  • Demonstrated ability to work both independently and within a team

  • Good written and verbal communication skills

  • Ability to be flexible, open, and responsive to ongoing industry changes

  • Proficient in MS Office and computer systems

  • Demonstrates excellent customer service

  • Must be professional, have great attendance, be punctual, has a positive attitude

Qualifications

  • 1+ years applicable experience and demonstrated success/knowledge

  • High School Diploma or Associate degree or a related field of study preferred

#MRP

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:

Mariana Alexa Rodríguez Puente

Top Skills

Erp Systems
MS Office
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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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