41 results for Funding Specialist in Trevose, PA

Credit Specialist Robert Half has partnered with a thriving global company on their search for an experienced Credit Specialist. We are looking for a candidate who can identify and monitor overdue payments, report collection activity, arrange debt payoffs, and resolve billing and customer credit issues. This Credit Specialist will also process payments and refunds, update account records, and provide assistance where collection efforts are needed. Primary Duties• Create and maintain credit history records• Assist with administrative activities• Document daily collection activity• Assist with ACH transactions• Complete collection effort calls• Daily Cash Applications• Access and analyze credit worthiness• Identify delinquent accounts• Perform payment reconciliations• Assist customer service department• Prepare monthly customer statements• Develop and schedule payment plans

Financial Aid Analyst/Specialist We are offering a contract to hire employment opportunity for a Financial Aid Analyst/Specialist. This role is central to our operations in the education sector, where you will be instrumental in assisting students and families navigate the financial aid process, making higher education accessible and affordable. Responsibilities:• Assist in the management and administration of various financial aid programs.• Counsel students and families on the financial aid process, including application procedures, eligibility requirements, and funding options.• Guide students through the completion of financial aid applications, such as the Free Application for Federal Student Aid (FAFSA), ensuring accuracy and completeness.• Oversee a caseload of financial aid applications, reviewing and verifying application materials, determining eligibility, and awarding financial aid packages based on established guidelines.• Disseminate accurate and timely information regarding scholarship opportunities, grants, work-study programs, and alternative financing options.• Participate in financial aid workshops, orientations, and outreach events to educate the community about financial aid resources and opportunities.• Maintain the confidentiality of student records and adhere to detail oriented ethics and standards in all interactions and communications.• Provide support to various student recruitment and retention initiatives.• Deliver customer service while managing multiple tasks and priorities in a fast-paced environment. For immediate consideration please apply directly to the job posting or call 610-882-1600

Financial Planning Analyst We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning. Responsibilities: • Compile reports on portfolio performance on a regular basis• Monitor and update client asset allocations• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds• Prepare and coordinate materials for client meetings• Compile quarterly tax projections• Handle account creation and maintenance • Manage money movement including wire transfers and journals• Maintain and update the database regularly• Conduct ad hoc project management • Assist in portfolio performance updates• Provide operational functions to support the Partners and their team. Skills: • Annual Financial Plan• Financial Planning• Financial Reconciliation• Financial Services• Personal Financial Specialist

AP/AR Specialist We have partnered with a small company on their search for an AP/AR Specialist with proven payroll experience. In this role, you will assist with financial reporting, tax compliance, updating payroll records, processing vendor invoices, preparing annual tax forms, assisting the front desk as needed, resolving accounting discrepancies, maintaining accounting files, and assisting with the annual audit process. The ideal AP/AR Specialist for this role should have a not-for-profit background, have a high level of attention to detail, excellent organizational skills, and great time management skills. Major Responsibilities· Process, verify and reconcile incoming invoices· Handle accounts payable and receivable transactions· Generate client invoices· Post incoming payments· Prepare annual tax forms· Analyze workflow processes· Ensure bills and payroll are paid timely/accurately· Assist with collecting on past due accounts· Prepare financial reports

Billing Specialist Robert Half has partnered with a growing firm within the Wilmington Delaware area on their search for a multi-tasking, Billing Specialist with e-billing expertise. As the Billing Specialist, you will oversee client invoicing, assist with the collections process, handle billing inquiries, assist with calendar management, complete accounts receivable/payable transactions, perform legal research, complete account reconciliations, and prepare legal documents as needed. The ideal candidate should have strong attention to detail, excellent organizational skills, and the ability to solve problems quickly. What you get to do everyday· Data entry of billing tickets/order entry· Enter daily invoice transactions· Process and reconcile billing· Send and receive FedEx packages· Update and maintain client accounts· Provide administrative support· Email follow-up on client inquiries· Assist with billing projects as needed

Payroll Specialist Global manufacturer seeks a Payroll Specialist with proven experience processing high volume payroll. In this role, you will process withholdings of taxes, garnishments, timecard approval and processing, generate payroll reports, assist with administrative functions, and reconcile benefit deductions. The Payroll Specialist must have experience with basic accounting transactions, office support, and billing operations. The ideal candidate must possess excellent multi-tasking abilities, strong organizational skills, and solid time management skills. Major Responsibilities· Review and approve timesheets· Process weekly payroll· Maintain and update employee information· Assist with tax reporting and compliance· Provide administrative support· Process garnishments and withholdings· Review benefit invoices for payment· Reconcile account inquiries· Assist with vendor invoicing

Billing Specialist Growing manufacturer in the Wilmington Delaware area is looking to staff a Billing Specialist with billing, pricing, and invoicing experience. As the Billing Specialist you will oversee the status of accounts and balances, distribute bills/invoices, post payments, provide solutions to client inquiries, and organize financial records. The ideal candidate should have strong attention to detail, excellent organizational skills, and the ability to solve problems quickly. What you get to do everyday• Enter daily invoice transactions• Process and reconcile payments• Generate client invoices• Update and maintain client accounts• Process improvement initiatives• Coordinate system pricing as needed• Send delinquent communication as needed• Resolve client inquiries

Collections Specialist Growing, Wilmington Delaware client seeks a thorough Collections Specialist. In this role you will handle customer payment discrepancies, accounts receivable identify outstanding debts, place collection calls, track customer credit worthiness, analyze and review customer invoices, and prepare repayment schedules. The successful Collections Specialist will also manage credit risk, maintain customer accounts, and assist with billing. If you are looking for a promising collections role with longevity, this may be for you! What you get to do daily· Manage credit and collection functions· Prepare customer invoices electronically· Monitor aging AR balances· Analyze, and review customer credit worthiness· Identify delinquent accounts· Ensure proper documents and agreements are on file· Perform payment reconciliations· Investigate and resolve discrepancies· Develop and schedule payment plans

A/R Collections Specialist Global, manufacturer seeks a sharp, AR/Collections Specialist with strong billing and collections experience. We are looking for a candidate who can identify and monitor overdue payments, report collection activity, prepare budget plans, arrange debt payoffs, distribute monthly delinquency notices, maintain sales tax certifications, and resolve billing and customer credit issues. This AR/Collections Specialist will also process payments and refunds, update account records, and provide assistance where collection efforts are needed. How you will make an impact· Create and maintain credit history records· Assist with administrative activities· Document daily collection activity· Complete collection effort calls· Identify delinquent accounts· Draft collection letters· Perform payment reconciliations· Assist with client credit inquiries· Apply daily cash receipts· Ad hoc projects

A/P Specialist We are in search of an organized, A/P Specialist to join our finance team. This role focuses on ensuring the accuracy and efficiency of payment processing within our organization. The A/P Specialist will work closely with various departments, sites, and vendors to ensure smooth financial operations. Responsibilities • Oversee the processing of vendor invoices, verifying their accuracy prior to payment• Collaborate with sites to reconcile accounts payable transactions and address any discrepancies• Scrutinize financial data to identify potential trends or issues warranting attention• Uphold compliance with both company policies and financial regulations• Organize and maintain vendor files, including filing invoices• Handle the opening, stamping, and processing of mail• Oversee the printing of checks and ensuring their match with invoices• Step in for Receptionist responsibilities when needed

Collections Specialist Our client in Elverson, PA, is seeking a skilled and detail-oriented Collections Specialist to join their team. As a key member of the finance department, you’ll play a crucial role in managing receivables, maintaining client relationships, and ensuring outstanding balances are resolved in a timely and detail oriented manner. Key Responsibilities: Contact clients to collect outstanding payments via phone, email, or written correspondence. Review and reconcile customer accounts to ensure accuracy. Investigate and resolve billing discrepancies or disputes. Maintain detailed records of all communication and collection activities. Collaborate with internal teams to resolve account issues and provide excellent customer service. Generate aging reports and provide weekly status updates to management. Ensure compliance with company standards, policies, and relevant regulations. If interested please send resume over to Marcella Misnik marcella.misnik@roberthalf com

AR Specialist/ Staff Accountant Robert Half has partnered with a client within the Real Estate industry on their search for an Staff Accountant. This candidate must be highly skilled in accounts receivable and be able to provide general accounting support. The responsibilities for this Staff Accountant role consist of handling general accounting operations such as: assisting with accounts receivable/collections activities, processing vendor invoices, preparing monthly statements and billbacks, reviewing tax fees, assisting with account reconciliations, preparing journal entries, assisting with payroll entries, and participating in the development and tracking of budgets. The ideal candidate for this role should have great problem-solving skills, highly organized, excellent time-management and strong budgeting/forecasting abilities that will ensure revenue generation. Everyday Responsibilities· Support daily accounting functions· Post customer payments into QuickBooks· Cash Management· Prepare customer invoices· Maintain and review business licensing as needed· Accounts Receivable/Collections· General ledger account reconciliation· Draft Correspondence· Ad hoc special projects as requested

Admissions Specialist A growing company in Warminster is seeking a Claims Adjuster for a long term engagement. This position is 100% on site and will begin immediately. The primary responsibility of this position is the investigation, evaluation, and settlement (through denial, compromise, or payment) of claims arising from physical damage to vehicles, customer property (including higher and more complex cases), and third-party claims involving medium-to-high exposure bodily injury. The role involves reviewing and negotiating service rates, and handling claims. Success in this role requires experience in claims management, as well as a strong commitment to maintaining the integrity of proprietary information. Key Responsibilities: Investigation, Evaluation, and Resolution: Investigate, analyze, and resolve claims related to vehicle damage, customer property, and medium-to-high exposure third-party bodily injury. Assess claim value and liability to recommend settlements through denial, compromise, or payment. Ensure timely and accurate investigations, leveraging advanced techniques and knowledge of the insurance process. Apply specialized knowledge and techniques for understanding risks, insurance products, and claims investigation processes. Collaborate with other departments and stakeholders to understand risks under management and manage products offered. Handle complex and high-stakes claims requiring sound judgment and thorough analysis. Stakeholder Interaction:Communicate effectively with claimants, legal representatives, and stakeholders to manage expectations and maintain professionalism. Address and resolve disputes or escalated issues on complex claims with diplomacy and tact. Explain policy details, coverage limitations, and claim decision rationale clearly and accurately. Confidentiality and Compliance: Ensure the integrity and security of proprietary information throughout claims handling. Adhere to all regulatory and company policies governing the claims process. Proficient in using claims management software and tools to process and document cases. Strong mathematical aptitude for calculating damages and analyzing cost implications. Interpersonal Skills: Excellent communication skills for interacting with claimants, stakeholders, and team members in a clear and professional manner. Strong negotiation skills for settling claims and managing external vendors or partners. Educational Background: For immediate consideration please call the Trevose office of Robert Half at 215-244-1870, or email your resume to us at Kirk.Forchetti@RobertHalf com. Thank you

Accounts Payable Specialist We are offering a long-term contract employment opportunity for an Accounts Payable Specialist in Burlington, New Jersey. In this role, you will be performing critical accounting functions within an industry that requires a keen attention to detail and high degree of organization. Responsibilities: • Coding, matching, and batching of invoices to ensure accurate account records.• Utilizing accounting software systems to automate and streamline processes.• Implementing the ADP - Financial Services tools for effective financial management.• Overseeing the Accounts Payable (AP) process to maintain financial integrity.• Engaging in accrual accounting practices to accurately reflect the company's financial status.• Conducting regular audits to ensure compliance with established guidelines and procedures• Leveraging Concur software for seamless expense management and reporting.

Accounts Payable Specialist We are seeking an Accounts Payable Specialist to join our team in Southern Ocean County, NJ. This role revolves around the management of capital outflow for the business and includes tasks such as processing vendor payments, reconciling financial reports, and maintaining accurate accounting records. Responsibilities:• Facilitate the payment process for vendors which includes verifying federal ID numbers and reviewing purchase orders.• Receive and reconcile expense reports and other financial documents with account balances and office records.• Identify discount opportunities and issue purchase order amendments or stop-payment orders when necessary.• Assist in maintaining accounting records and ledgers through monthly statement reconciliation and transaction verification.• Manage the distribution and entry recording of petty cash, ensuring all documentation is verified.• Compute and report sales tax based on the invoices paid.• Perform other related duties as assigned.

Accounts Payable Specialist We are seeking an Accounts Payable Specialist to join our team in Bethlehem, Pennsylvania. This role involves managing cash disbursement operations while adhering to company financial policies and GAAP for accrual management. As the Accounts Payable Specialist, your focus will be on processing weekly check requests, reviewing bills and invoices, maintaining vendor and staff communication, and conducting necessary audits. Responsibilities: • Oversee the cash disbursement function, ensuring all procedures align with best practices and company financial policies• Review bills, invoices, and expense reimbursement requests for proper authorization and supporting documentation• Manage weekly check requests, ensuring timely payments to vendors and performers• Maintain detail oriented and timely communication with vendors and staff, independently resolving routine matters• Conduct monthly reconciliations of the Accounts Payable aging report to the Accounts Payable general ledger balance• Prepare necessary documentation in support of the annual audit and ad hoc project-specific audits as requested• Handle new system vendors/payees, ensuring they are set up appropriately in the accounting system • Ensure timely payment of all credit card accounts on a monthly basis• Facilitate the collection, preparation, and distribution of documents related to IRS year-end compensation reporting• Initiate improvements and simplification of accounting processes and procedures as needed. For immediate consideration please apply directly to job posting or call 610-882-1600

Accounting Specialist We are on the lookout for a meticulous Accounting Specialist to join our team in Moorestown, New Jersey. As an Accounting Specialist, your role will involve managing invoicing, billing, and accounts receivable operations. You will also be expected to navigate accounting software systems and enterprise resource planning tools. This role offers a long-term contract employment opportunity. Responsibilities:• Handle invoicing processes, ensuring accuracy and timeliness• Oversee billing functions, rectifying any discrepancies swiftly• Manage accounts receivable, keeping track of incoming payments and outstanding debts• Monitor customer accounts, taking appropriate action when necessary• Perform auditing tasks to ensure financial compliance and accuracy• Manage accounts payable, ensuring all outgoing payments are processed correctly.

Cash Application Specialist We are offering a contract to permanent employment opportunity for a Cash Management Specialist in the industry located in Newark, Delaware. The role will be onsite, where you will be an integral part of our team, managing and overseeing our cash activities. Responsibilities• Accurately process customer credit applications in a timely manner• Handle cash management tasks to ensure optimal use of resources• Conduct bank reconciliations to maintain financial integrity• Perform accounts payable (AP) and accounts receivable (AR) functions• Use accounting software systems effectively for various accounting functions• Handle billing functions to ensure revenue generation• Manage automated clearing house (ACH) transactions• Utilize Epic software and Epic system for various tasks• Keep customer credit records up-to-date and accurate

Accounts Payable Specialist The Accounts Payable (AP) Specialist is responsible for managing the organization's payable transactions, ensuring accurate and timely processing of invoices, and maintaining strong vendor relationships. <ul><li>The AP Specialist plays a crucial role in maintaining the financial health of the organization by effectively managing payables and optimizing cash flow.</li><li>This role involves reviewing and verifying invoices, reconciling payments, resolving discrepancies, and ensuring compliance with company policies and procedures. </li><li>Recordkeeping: Maintain organized and accurate accounts payable files and documentation for audit and reference purposes.</li><li>Invoice Processing: Receive, review, and process invoices accurately and timely, ensuring 3-way Match with appropriate approvals and adherence to company policies and procedures.</li><li>Payment Processing: Prepare and process payments, including checks, electronic transfers, and other methods, ensuring accuracy and adherence to payment terms.</li><li>Expense Reporting: Review and process employee expense reports, verifying compliance with company policies and processing reimbursements in a timely manner.</li><li>Reconciliation: Reconcile vendor statements and resolve discrepancies or issues promptly. Ensure accurate recording of payables and maintain up-to-date accounts payable records.</li><li>Vendor Management: Establish and maintain positive relationships with vendors, responding to inquiries, resolving payment discrepancies, and managing vendor accounts.</li><li>Compliance: Ensure compliance with applicable regulations and internal controls. Stay updated on changes in accounting and tax regulations that may impact accounts payable processes.</li><li>Process Improvement: Continuously evaluate and recommend enhancements to accounts payable processes, systems, and workflows to increase efficiency, accuracy, and productivity.</li><li>Reporting and Analysis: Generate periodic reports on accounts payable activities, aging of payables, 1099 Processing.</li><li>Back up for Accounts Receivable position.</li><li>Customer Invoice Generation: Prepare and distribute accurate and timely invoices to customers based on BOL.</li><li>Assist in entering Customer Invoices in Customer portal.</li></ul>

Accounts Receivable Specialist Robert Half team is seeking an Accounts Receivable Specialist to join our client's teams in Reading, PA. This position you will enter, post and reconcile batches, research and resolve customer A/R issues, prepare aging report, place billing and collection calls, maintain cash receipts journal, update, and reconcile sub-ledger to G/L. This position is a contract opportunity with the possibility of making a meaningful impact within a fast-growing organization. Key Responsibilities:<ul><li>Perform a variety of basic accounting tasks in accordance with standard procedures, including general accounting tasks at field sites, accounts payable, accounts receivables, and payroll liaison activities</li><li>Reconcile bank accounts, posting and balancing financial data in various ledgers</li><li>Input timesheet data</li><li>Verify of documents and codes</li><li>Process payments and compiling segments of monthly closings and annual reports</li><li>Support, communicate, reinforce and defend the mission, values and culture of the organization</li><li> Provides information as requested to shippers, customers, the sales/marketing department and other stakeholders</li><li>Collections: contact existing clients to help resolve payment issues; assist in setting up payment plans</li></ul>If interested, please send resume to marcella.misnik@roberthalf com

Accounts Payable Specialist We are offering a short-term contract employment opportunity for an Accounts Payable Specialist in King of Prussia, Pennsylvania. This role will be fully onsite, where you will be tasked with handling a variety of responsibilities associated with account coding and the use of accounting software systems. Responsibilities:• Efficiently process customer credit applications ensuring accuracy at all times.• Utilize accounting software systems such as Oracle for various financial services.• Maintain detailed and precise customer credit records.• Resolve customer inquiries in a timely and detail-oriented manner.• Monitor customer accounts and take appropriate actions as needed.• Handle accounts payable tasks, adhering to accrual accounting principles.• Conduct auditing processes as part of the role.• Utilize Concur, a service for managing business expenses and invoice

Payroll Specialist We are offering an exciting opportunity for a Payroll Specialist in the Wholesale Distribution industry. Located in Bedminster, New Jersey, this role will involve handling various payroll duties within our finance team. Responsibilities:• Accurately and efficiently processing customer credit applications• Collecting timesheet data and payroll information• Entering data into payroll databases, including W4, 401k deferrals, Garnishments, Child Support, Union dues, etc.• Reporting monthly hours and wages along with payments due to various Unions• Administering and maintaining the electronic timekeeping system• Maintaining and updating personnel records by reviewing and entering changes in exemptions, status, and pay; assigning PTO plans• Processing manual checks when necessary• Responding to employee inquiries regarding payroll issues and concerns• Generating and reconciling payment requests via the AP department for all employee contributions• Ensuring the completion of payroll in a timely manner.

Accounts Payable Specialist A manufacturing company in the Bulington, New Jersey area is seeking an Accounts Payable Specialist. The Accounts Payable specialist will play a key role in Analyze any invoice discrepancies and report findings in timely manner. If you have a strong background in as an Accounts Payable Specialist and are looking to contribute to a dynamic financial organization, we encourage you to apply. Key Responsibilities:<ul><li>Process accounts payable invoices accurately and in a timely manner.</li><li>Verify and reconcile vendor statements, resolving discrepancies as needed.</li><li>Prepare and process electronic payments, including checks and ACH transfers.</li><li>Maintain vendor records and communicate with vendors regarding payment inquiries.</li><li>Reconcile bank and credit card statements.</li><li>Record and classify financial transactions in accordance with accounting principles.</li><li>Assist in the preparation of financial reports and statements.</li><li>Collaborate with internal teams to ensure accurate and timely processing of invoices.</li><li>Stay updated on industry regulations and best practices related to accounts payable.</li></ul>

Accounts Payable Specialist We are offering a long-term contract employment opportunity in Maple Shade, New Jersey for an Accounts Payable Specialist. This role is centered around the financial services industry, where you will be tasked with handling and managing account coding and various accounting software systems. The workplace is dynamic and requires a detail-oriented individual who can effectively utilize tools like ADP, Concur, and ERP - Enterprise Resource Planning. Responsibilities: • Ensure accurate and efficient processing of customer credit applications• Manage and maintain customer credit records with utmost precision• Respond to and resolve customer inquiries in a timely and detail-oriented manner• Monitor customer accounts and initiate appropriate action when necessary• Handle account coding and manage accounting functions• Utilize accounting software systems effectively for financial services• Work with ADP - Financial Services for efficient account management• Oversee accounts payable (AP) and accrual accounting

AR Clerk/Specialist We are offering an exciting opportunity for an AR Clerk/Specialist in Moorestown, New Jersey. The role involves a combination of accounting duties, primarily focused on the efficient management of customer transactions and account receivables. The successful candidate will be integral to the smooth running of the accounts department in our organization. Responsibilities: • Accurate processing and posting of customer payments into QuickBooks • Facilitating the timely issuance of sales invoices and ensuring they are error-free and include the correct sales tax • Assisting in the transition from QuickBooks Desktop to QuickBooks Online • Managing accounts receivable collections and ensuring prompt payment • Ensuring the accurate and timely filing and payment of sales tax • Undertaking project billing tasks, with a familiarity with AIA billing being advantageous • Preparing project P& Ls in Excel and uploading invoices to the customer portal • Maintaining effective communication with clients to resolve any issues or inquiries • Using Microsoft Excel and other Microsoft Office tools to maintain and organize data efficiently • Proactively monitoring customer accounts and taking necessary actions when required.