• Operations Support Specialist II

    Requisition ID
    # of Openings
  • Overview

    The Finance Operations Support Specialist II role is to understand and implement the operational aspects of client onboarding, including account setup, operational requirements of work flow and billing as it relates to all client options. Duties include website registration, creating and assigning all needed client components in Wincopy, statement and billing preference reviews, Order Entry and Billing audits, Order Entry and Billing corrections and preparation of consolidated billing statements. Additional responsibilities include client interface as it relates to billing preferences or issues, audit and reconciliation of witness fees and outside ROI vendor billing. Additional duties include advanced financial research, banking reconciliations and client analysis.


    Essential Functions


    • Onboard new client’s website registrations, Wincopy setup and billing preferences.
    • Monitor billing and operational information to ensure client requirements are followed.
    • Participate in weekly/bimonthly & monthly statement printing and delivery.
    • Analyze, investigate and correct client order entry, billing or onboarding issues.
    • Rebill and/or void billing errors.
    • Maintain detailed records of all voids and corrections.
    • Research and correct or void witness fee check errors.
    • Record and communicate client onboarding or billing issues with management regularly.
    • Coordinate preparation and delivery of reports as requested by management.
    • Audit and correct any outside ROI vendor billing.
    • Timely response to clients (internal and external) when billing or setup questions arise.
    • Perform in depth analysis of client accounts and billing structures.
    • Closely interface with Accounting and Collections teams.
    • Perform advanced Financial duties as needed, including daily bank transactions and posting in accounting software.
    • Other duties as assigned by Management.

                 Marginal Functions

    • Work with other departments on functions that span departments and to cross train key function.
    • Audit billing for accuracy.


             Educational Requirements

    • High School Diploma or GED, related experience in the fields of accounting, client service and data base management. .

             Experience Requirements

    • One year of billing, accounting or management experience; OR, Any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.
    • Demonstrate advanced knowledge of Wincopy and ABI work flow.

             Skills and Abilities

    • Knowledge of Microsoft Office, Word, Excel, Access.
    • Highly reliable, self-motivated and directed.
    • Ability to analyze and develop solutions for departmental issues.
    • Knowledge of billing and accounting principles, practices and procedures. 
    • Ability to learn multiple workflows and client requirements. .
    • Knowledge of computerized accounting systems and applications to include personal computers, general software applications and keyboard facility. 
    • Skill in performing detailed and complex numerical computations and reports.
    • Skill in both verbal and written communication.


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