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Financial Support Specialist (Remote- US Based)

Associations

Important Notice:
This job posting is exclusively for current Togetherwork employees. Applications from external candidates will not be considered at this time.

If you are not a Togetherwork employee interested in joining our team, please explore future opportunities on our public career page: https://www.togetherwork.com/careers/.

Job Summary 
We are seeking a knowledgeable Financial Support Specialist to join our team. In this role, you will serve as the financial expert for our support team, providing exceptional customer service and technical support to CFOs, financial users, and other stakeholders at our customer sites. You’ll also play a pivotal role in troubleshooting financial issues, training and coaching support teams, and collaborating with product and consulting teams to drive continuous improvement.

Responsibilities 

  • Serve as the financial expert for the support team and customer escalations.
  • Provide excellent customer service over video and live calls, with approximately 30% customer interaction and 70% backend investigative work.
  • Diagnose and resolve financial issues such as stuck batches, incorrect general ledger (G/L) accounts, G/L detail duplication, and accounting integration problems.
  • Offer guidance on accounting best practices and address system-related training issues.
  • Become an expert in our solution, specifically in its financial components.
  • Understand and apply accounting principles such as journal entries, debits, and credits.
  • Perform financial reporting and analysis for association customers.
  • Advise the product team on enhancements based on user feedback.
  • Train and coach Tier 1 and Tier 2 support teams, serving as the escalation point for complex financial issues.
  • Collaborate with the accounting practice manager and consulting teams to stay updated on the latest accounting trends and updates.

 

Requirements 

  • Bachelor’s degree in accounting, finance, or a related field (preferred).
  • Strong communication, problem-solving, and analytical skills.
  • Basic knowledge of accounting principles, including journal entries, debits, and credits.
  • Experience with financial reporting and general ledger systems.
  • Familiarity with Microsoft Dynamics Suite or other ERP/SaaS applications (preferred).
  • Experience in customer service or technical support, particularly in a financial setting.
  • Proficiency in Microsoft Office Suite and understanding of how transactions integrate with ERP systems.
  • Ability to work collaboratively within a team-oriented culture and in a fast-paced environment.
  • Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.

 

Employee Referral Bonus

This position is eligible for a $1,000 employee referral

Access Referral Form Here

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

US Remote: $70,000 - $85,000 USD per year

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