Field Reporting Specialist (Finance)
Field Reporting Specialist
Bedford Heights, OH, USA Req #732
Wednesday, February 19, 2025
Provide administrative and organizational support to the Customer Service, Branch Compliance, & Finance teams. Duties include general clerical, coordination of field technician information, supervision, and assistance with the field technician invoicing process, to include all direct communication with field technicians, and special departmental projects.
Essential Functions
• Assess field technicians' information and data for accuracy, enter the information into the company's systems and keep the field technician's information current and up to date in the company's data base. Meet or exceed minimum required KPI standards for the job as follows.
• KPI - Acquisition of new field technicians under contract on a quarterly and annual basis.
• KPI - Contract administration time. Percentage of time spent from initial contact to signed agreement and uploaded into Great Plains.
• KPI - Percentage of renewals.
• KPI - Field Technician labor and trip charge percentage of increase and decrease.
• KPI - Field Technician rating process updated and complete.
• Communicate and or negotiate with existing field technicians' as well as new field technicians to obtain and manage field technician information necessary for the company to be fully compliant.
• Retrieves assess for accuracy and escalate all field technicians past due invoices for payment, correction, or resolution. When resolution or correction is necessary, follow the process until invoice can be submitted for payment or denied.
• Resolve any field technician's non-compliance issues with regards to policy, procedures, and performance.
• Maintain and update field technician's internal database mapping and software.
• Perform special projects and other duties as assigned.
• Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, vendors, co-workers, and management.
• Other relative duties as assigned
Minimum Qualifications
• 1+ years of experience with the industry, preferred
• Excellent written and verbal communication skills and problem-solving skills
• Proficient in Microsoft products, including but not limited to Excel, Word, and Outlook
• Functional and working knowledge of computers
• Must pass pre-employment background check and drug screen
Knowledge, Skills, and Abilities
• Some experience with field technicians in the security related industry
• Ability to read and understand basic documents
• Effective time management and organizational skills
• Effective communication skills both verbal and in writing, good mathematical skills
• Understanding of basic security related products and skills
• Professional and polished in both appearance and speech
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear and see. The employee frequently is required to stand; walk; use hand to handle or feel; and reach with hands and arms.
Work Environment
This job operates primarily in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. May occasionally require driving to project sites.
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
Other details
- Pay Type Hourly
