Finance Operations Specialist (Monterrey)

As a Finance Operations Specialist, you will be responsible for business process execution in the Finance Operations group. You will manage several adjoining steps of the quote-to-cash business process and may have ownership for accuracy and correct execution of step‑by‑step instructions. We are seeking applicants with strong technical skills, effective communication abilities, and a proactive approach to problem‑solving.

Responsibilities

• Make complex adjustments to accounts, projects, contracts, and terms, individually or in bulk, based on general guidance.
• Recognize, monitor, and resolve account, contract, and billing issues.
• Verify the accuracy of calculations for prorations, coverage changes, and partial cancellations.
• Respond to and resolve complex customer billing questions through research, interdepartmental communications, and analysis.
• Process billing in an appropriate and timely manner.
• Create invoices, contracts, and projects in the ERP system and maintain system records.
• Process contract, project, and account changes and cancellations, including contract migrations between customers or due to legal changes.
• Research account inquiries, such as billing, credits, or contract/project adjustments.
• Process manual adjustments, ensuring proper approvals are in place, while validating correct accounting rules are followed.
• Audit billing data prior to billing and upgrade mappings and contract setup to ensure entitlements are set up correctly for support.

Qualifications

• Proficiency with strong skills in MS Office and computer systems.
• Ability to work effectively and independently to meet deadlines with minimal supervision.
• Strong verbal and written communication skills.
• Strong interpersonal and customer service skills.
• Exceptional attention to detail.
• Ability to manage multiple assigned tasks and work under pressure.
• Salesforce experience is a plus.

Benefits

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

Equal Opportunity Statement

Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you— that’s who we’re interested in. We are an equal‑opportunity employer and provide accommodations for qualified individuals with disabilities or other protected characteristics.