Vibee – Financial Operations Specialist

Vibee – Financial Operations Specialist

Requirements

• Associate’s degree in Accounting, Finance, or a related field (Bachelor’s degree preferred)
• 2-3 years of experience in a financial operations or accounting role
• Proven experience in managing AP and AR processes
• Proven experience with general ledger reconciliation
• Strong understanding of basic accounting principles
• Proficiency in Microsoft Excel/Google Sheets, and other MS/Google Suite applications
• Excellent time management and organizational skills
• Excellent attention to detail and a commitment to accuracy
• Ability to work independently and as part of a team
• Strong communication and interpersonal skills

Responsibilities

• Manage key operational functions, including Accounts Payable (AP) and Accounts Receivable (AR)
• Manage vendor onboarding, process and manage vendor invoices, ensuring timely and accurate payments to vendors
• Generate and send invoices to customers, tracking and managing customer payments
• Manage and process disputes/chargebacks, including independently investigating, documenting, and resolving disputes/chargebacks
• Proactively identify trends and implement strategies to minimize dispute/chargeback losses
• Maintain accurate records of dispute/chargeback activity and deliver appropriate reporting at the required cadence
• Manage and track departmental deadlines using our project management system
• Develop and maintain project plans, timelines, and task assignments for the finance team
• Capture key outcomes and action items from meetings, and then establish and monitor these deliverables within our project management system
• Provide administrative and operational support to both the Director of Operational Finance and Manager of Finance
• Assist in the development and documentation of financial procedures
• Assist with other duties or projects as required and assigned

Preferred Qualifications

• Knowledge of credit card dispute/chargeback regulations and best practices
• Experience in project management, including independently planning tasks and managing deadlines
• Experience with Asana or other similar project management software
• Proficiency in the interpretation and manipulation of VBA/Google Script/Javascript code, and/or Microsoft Automate experience
• An efficiency-focused mindset with a proven track record of independently identifying and implementing process improvements
• Demonstrated ability to be a proactive team player, consistently going above and beyond in previous roles and independently driving projects forward