Finance Specialist

Our client is seeking a Financial Administration Specialist. This role is essential to the efficient day-to-day operation of the business. This role oversees accounts receivable functions, including invoicing, collections, payment processing, and financial reporting, while also managing designated responsibilities and requests from internal departments.

*****This position is on-site in Nashville*****

The successful candidate will possess strong organizational, customer service, financial, and project management skills, with the ability to collaborate across multiple departments in a fast-paced environment.

Primary Responsibilities

Accounts Receivable & Financial Administration

• Create and manage customer estimates, invoices and process billing transactions.


• Receive, post, and apply customer payments accurately and timely.


• Monitor and manage accounts receivable aging reports.


• Conduct collection activities and follow up on past-due balances.


• Maintain vendor payment portal registrations and credentialing requirements.


• Perform daily banking activities, including deposits, transfers, and cash management.


• Receive, review, file, and maintain customer tax exemption certificates.


• Assist with month-end and year-end financial processes.


• Prepare daily financial reports and perform account reconciliations.


• Support financial audits and maintain compliance with accounting procedures.


• Provide on-call support for events and help resolve scheduling or logistics issues.


• Maintain accurate records of customer communications, bookings, contracts, and inventory allocations.

Operations & Administrative Support

• Collaborate with internal departments to improve processes and operational efficiency.


• Assist with organizing company events and administrative initiatives.


• Support implementation and maintenance of new systems, processes, and operational improvements.


• Provide cross-functional support to accounting, sales, operations, and management teams as needed.

Qualifications

Required

• Minimum of 3 years experience in accounts receivable, office administration, and customer service.


• Experience with QuickBooks Online.


• Strong proficiency in Microsoft Office Suite, particularly Microsoft Excel.


• Excellent organizational, time management, and multitasking skills.


• Strong verbal and written communication abilities.


• Ability to prioritize competing responsibilities in a fast-paced environment.


• Strong attention to detail and accuracy.


• Self-motivated, dependable, and team-oriented.


• Ability to adapt to changing priorities and business needs.

Preferred

• Experience with bank reconciliations, month-end and year-end closing procedures.


• Understanding of sales tax requirements and exemption certificate management.

Key Success Traits

• Exceptional customer service mindset


• Strong problem-solving abilities


• Proactive and takes initiative


• Detail-oriented and highly organized


• Flexible and adaptable in a dynamic environment


• Collaborative team player with a positive attitude