Job Description

Responsible for managing and optimizing financial processes, ensuring efficiency, accuracy, and compliance. This role often involves working with various finance functions, including accounts receivable, general ledger, and financial reporting.

Responsibilities

• Finance Information Review
  • Acts as a subject matter expert for a given process and point of contact, in the absence of immediate supervisor, for any clarification before reaching out to onshore
  • Responsible for handling complex scenarios that would require further analysis and decision making (i.e., client account reconciliation, billing history, etc.)
  • Ensures the accuracy of financial data that is provided both internally and externally.
  • Summarizes information to prepare reports as necessary and be able to explain these financial reports.
  • Conducts quality assurance or review on processes and documents completed by BPA II Facilitates any additional training needed by the team.
• Business Process Support
  • Analyzes and resolves any issues and inquiries regarding matters of work in a customer-oriented approach.
  • Routes tasks to appropriate processor by utilizing internal systems.
  • Refers matters beyond limits of authority and expertise to immediate superior for direction.
  • Upholds the Crawford Code of Conduct by protecting the confidentiality of information.
  • Adheres to the standard operating procedures (SOP) and turnaround time set by the company.
  • Performs variety of administrative duties and other related tasks from time to time as assigned to contribute to other business processes.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field is often preferred.
• At least two (2) years work experience in accounting, finance, or a related field
• Must:
  
  • Process Management Expertise: In-depth understanding of finance processes such as:
    • Cash Application Expertise: Ability to apply incoming payments to customer accounts accurately and efficiently.
    • Billing Knowledge: Experience with generating invoices, managing billing cycles, and ensuring accurate and timely billing processes.
    • Collection Skills: Proficiency in handling collections processes, including contacting clients for overdue payments.
  • Analytical Skills: Ability to analyze financial information without depending on the operating procedures of the DTP.
  • Communication Skills: Strong written and verbal communication skills for interacting with cross-functional teams and to explain complex processes in a clear manner.
  • Attention to detail: Ensures process documentation is accurate and up to date.
  • Organizational Skills: Strong ability to prioritize tasks, manage multiple accounts, and meet deadlines in a fast-paced environment
  • Strong focus on maintaining compliance with internal controls and regulatory requirements.
  • Maintains high degree of professionalism and confidentiality.
  • Interpersonal skills - Able to work independently and as a team member.
• Desired:
  • Prior experience with accounting software and tools (e.g., Navision) and Microsoft Office Suite, especially Excel, is required.
  • Experience in process improvement and working with cross-functional teams is highly valued.