- Assist in processing routine financial transactions, including recording journal entries, reconciliations, and invoice generation, under the guidance of the Senior Analyst and B2B Specialist.
- Collaborate with the Finance team to ensure timely and accurate processing of payments received from corporate clients and B2B partners.
- Assist with B2B invoicing impacted by multiple currencies, global taxation, installment billing, and consolidated billing for each revenue stream; provide support for B2B accounts receivable and collections.
- Maintain organized documentation and records related to transaction processing activities, such as contracts, purchase orders, invoices, and billing data, ensuring compliance with financial policies and regulations.
- Coordinate with internal stakeholders, including business units, technical analysts, and Finance, to support end-to-end transactional processes, identifying opportunities for process enhancements and automation.
- Assist in drafting and updating procedural documentation for transaction processing activities, ensuring adherence to established protocols and facilitating knowledge transfer.
- Investigate and resolve transactional discrepancies, billing issues, and payment disputes in a timely manner, liaising with internal teams and external partners as necessary to address inquiries and concerns.
- Ensure compliance with internal controls, financial procedures, and regulatory requirements governing transaction processing activities, maintaining data integrity and confidentiality.
- Foster collaborative relationships with Sales, Finance, and other relevant departments to streamline transactional processes, resolve operational issues, and optimize revenue recognition.
- Three years of experience or expertise in cash collection systems, credit card processing systems and/or banking
- Project and process management experience, as well as international currency experience preferred
- Deep understanding of core business processes related to Finance.
- Familiarity with accounting concepts and principles.
- Innovative mindset and an entrepreneurial spirit a plus; must lead change and have excellent problem solving and analytical skills
- Strong understanding of PCI DSS requirements
- Demonstrates outstanding judgment and mature business skills with the ability to establish a strong rapport with internal and external stakeholders
- Excellent communication skills including written, verbal, listening, and presentation.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Very high level of organizational and time management skills, including the ability to competently juggle competing and rapidly changing priorities
Transaction Processing Coordinator, Global Revenue - London, United Kingdom - CFA Institute
Description
Description
:The requirements of this role include:
The skills and experience required for this role include:
This job description is a summary of job requirements and duties and is not intended to be an exhaustive list of all areas of responsibility.
You can connect with the on LinkedIn.
If you feel this opportunity could be the next step in your career, we encourage you to click "Apply" and complete our three-minute application.
To stay up to date on current news and events, follow CFA Institute's page.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.