Financial Services Specialist

Epicor

Financial Services Specialist focusing on resolution of past due accounts for Epicor's financial services team. Collaborating with customers and internal teams to secure payments and resolve discrepancies.

Posted 5/22/2026full-timeMonterrey • 🇲🇽 MexicoJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Manage a portfolio of accounts receivable for an assigned territory
Contact customers to secure payment commitments and follow up on payment status
Investigate reasons for non-payment and escalate issues when necessary
Serve as a liaison between customers, sales, and service teams to resolve disputes and initiate credit memos as needed
Contact customers to resolve past due balances prior to order release
Secure purchase orders from customers when required
Prepare and support accounts receivable and collections reporting and analysis
Process electronic invoicing for customer accounts
Perform account reconciliations, provide supporting documentation, and submit refund requests or tie-offs to resolve account discrepancies
Review account status, obtain payment commitments, and document all relevant activity within internal systems

Requirements

What you’ll need

2+ years of relevant accounts receivable or collections experience
Strong attention to detail with excellent analytical and problem-solving skills
Proficiency in data entry and account maintenance activities
Excellent customer service and customer-oriented communication skills
Ability to work independently and collaboratively in a fast-paced, high-volume environment while maintaining accuracy and timeliness
Strong communication skills with the ability to interact effectively across all levels of the organization
Adaptability and willingness to learn new processes and responsibilities
Comfortable working in a target-driven environment
Fluent English communication skills, including advanced written English
High school diploma preferred
Additional education or equivalent work experience considered a plus.

Benefits

Comp & perks

Comprehensive health and wellness benefits designed to support your overall well-being.
Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Comprehensive support for international relocations and permanent residency processes.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accounts receivablecollectionsdata entryaccount maintenanceaccount reconciliationselectronic invoicingpayment processingcredit memosreportinganalysis

Soft Skills

attention to detailanalytical skillsproblem-solving skillscustomer servicecommunication skillsindependencecollaborationadaptabilitywillingness to learntarget-driven

Certifications

high school diploma