Full-Time

Financial Operations Specialist

Posted on 6/5/2024

Benevity

Benevity

501-1,000 employees

Cloud-based corporate purpose software solutions

Data & Analytics
Social Impact

Junior

Calgary, AB, Canada

Required Skills
Communications
Oracle
Requirements
  • Bachelor's Degree or equivalent education
  • Results-oriented, resourceful, and proactive
  • Strong written and verbal communication skills
  • Skilled at resolving diverse issues with an analytical mindset
  • Ability to work independently with sound judgment
  • Resilient, thrives in a fast-paced, multitasking environment, and can adjust priorities on-the-fly
  • Client-focused, capable of working with internal and external stakeholders
  • Proficient in Google and MS Office suite, with advanced Excel skills
  • Experienced with accounting ERP systems, such as Oracle Cloud
  • Team-oriented with a fun spirit and sense of humor
  • Excellent organizational skills, managing deliverables to meet quality standards and deadlines
  • Detail-oriented with a commitment to quality and continuous improvement
  • Strong presentation and interpersonal skills, able to communicate results to non-technical audiences
Responsibilities
  • Manage and implement all customer payment activities, including receiving, processing, and applying payments to accounts
  • Optimize financial transactions and systems by reconciling payments and customer accounts
  • Communicate discrepancies to management, identify slow-paying customers, and recommend collection candidates
  • Strengthen client relationships by discussing past-due accounts with customers
  • Streamline the accounts receivable process by identifying areas for improvement
  • Maintain up-to-date accounts receivable records, ensuring credits and collections are applied, uncollectible amounts are accounted for, and discrepancies are adjusted
  • Monitor and collect accounts receivable by contacting clients via phone and email
  • Prepare analytical and ratio analyses to provide management with insights into collection efforts
  • Document processes and create/update comprehensive job aids for Financial Operations Oracle processes
  • Communicate key issues with leaders across functional areas and participate in resolution efforts
  • Foster a culture of continuous improvement with a focus on enhancing the client experience

Benevity offers an all-in-one corporate purpose software solution, utilizing cloud technology to manage donations, volunteering hours, micro-actions, and grants for nonprofits globally. The platform efficiently processes billions in donations, millions of volunteering hours, and facilitates micro-actions and grants for hundreds of thousands of nonprofits worldwide.

Company Stage

Series C

Total Funding

$40M

Headquarters

Calgary, Canada

Founded

2008

Growth & Insights
Headcount

6 month growth

1%

1 year growth

0%

2 year growth

-9%