Finance Operations Specialist
Location: Cincinnati, OH
Duration: Temporary, approximately 3–4 months
We are seeking a detail-oriented Finance Operations professional to support customer account maintenance, documentation, and sales tax compliance activities. This role will focus on reviewing customer accounts, collecting and organizing sales tax exemption certificates, updating customer records, and following up with customers on missing information.
Responsibilities:
- Review customer accounts and identify missing or incomplete information
- Contact customers by phone and email to obtain required documentation
- Collect, review, and maintain sales tax exemption certificates and supporting documents
- Update customer records and exemption information in internal systems
- Track outstanding requests and follow up through completion
- Assist with Excel-based reporting, data entry, and account reconciliation
- Maintain organized documentation for sales tax audit support
- Identify discrepancies and coordinate with Finance and Sales teams to resolve issues
Qualifications:
- 1+ year of experience in Finance, Accounting, Accounts Receivable, Billing, Customer Account Management, or a related field
- Strong attention to detail and organizational skills
- Comfortable communicating with customers by phone and email
- Proficient with Microsoft Excel and Outlook
- Strong follow-up and task-management skills
- Experience with tax documentation, sales tax, exemption certificates, or compliance is a plus
- Ability to work independently and manage multiple priorities