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Financial Operations Specialist
Financial Operations Specialist-March 2024
Houston
Mar 29, 2026
About Financial Operations Specialist

  Description

  Responsibilities:

  Be the point of contact for customers by positively responding through effective communication and personal accessibility.

  Run and present financial management reports, analyzing data to improve results.

  Track all account spend and chargeable works against the relevant budgets, ensuring that all extra works have a valid customer purchase order in place.

  Maintain the account web quote system, keeping all job statuses up to date and relevant information available.

  Prepare various internal and customer-facing reports for the account, attending meetings and taking minutes.

  Complete all customer billing, ensuring accurate margins and invoices raised in line with company and customer policies. Follow up for prompt payment of customer invoices.

  Monitor Helpdesk activity, logging incoming queries in the CMMS system.

  Coordinate the team and vendors to complete work orders as required, keeping customers informed and ensuring timely closure of work orders.

  Requirements

  Education requirement

  H.S. Diploma

  Skillset Requirement

  Experience working with Finance systems

  Experience Onboarding clients

  Customer Service Skills

  Experience with Customer Billing

  Nice to have Skills: Coupa

  Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

  Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

  All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

  © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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