Financial Operations Associate Apply
POSITION SUMMARY
As a Financial Operations Associate, you will be an integral part of our accounting/finance team located in Aventura, Florida, primarily responsible for managing and processing commissions, refunds, chargeback disputes across various platforms including Shopify, Salesforce, and our merchant provider. Your role will be crucial in ensuring the accuracy of financial records, particularly relating to commissions and refunds, and maintaining seamless coordination between sales, accounting, and order processing teams.
ABOUT 10X HEALTH SYSTEM
Were on a mission to 10X peoples wellness throughout the world by enhancing human performance. Modern medicine isnt a patient-centric practice. We want to bring you on a wellness journey thats going to change your life for the better and propel you to the next level. We do this by understanding your body and finding the missing raw materials that can help you perform more optimally. The 10X movement is about DOING, about being accountable. 10X Health is about BEING, and about optimal wellness, restoration, cellular repair, and regeneration. Together we'll swim upstream to discover the root cause of your symptoms and restore your passion, purpose, and physiology. We create someone whos truly healthy and happy by giving you the missing resources you need to accomplish all of your goals!
OBJECTIVES
- Conduct thorough verification of commissions tied to refunds.
- Utilize Salesforce to ensure accuracy and resolve commission disputes.
- Collaborate with team members to cross-reference Salesforce history, business types, and commission amounts for dispute resolution.
- Update opportunity statuses in Salesforce to opportunity refunded upon confirming refund validity.
- Trigger the generation of negative commission records for accurate financial tracking.
- Coordinate with the order processing team to halt or adjust orders as needed.
- Ensure Shopify subscriptions are managed and processed accordingly.
- Process disputes and provide evidence to resolve any chargeback disputes.
- Ensure refund policy is managed appropriately within the merchant account parameters.
- Work closely with the accounting/operations/sales team for refunds processed on Shopify.
- Ensure seamless communication and coordination with PSR teams for scheduling and call management.
- Collaborate with various departments to maintain workflow efficiency and data accuracy.
COMPETENCIES
- Proven experience in financial operations, preferably with a focus on refunds and commission tracking.
- Proficiency in Salesforce and Shopify or similar e-commerce platforms.
- Proficiency with Merchant accounts (i.e. Authorize.net, etc..)
- Strong analytical skills and attention to detail.
- Excellent communication and teamwork abilities.
- Ability to handle multiple tasks in a fast-paced environment
EDUCATION AND EXPERIENCE
- Bachelors degree in Finance, Accounting, Business Administration, or a related field.
- At least 3 years of experience in an Accounting/Finance environment.
PHYSICAL REQUIREMENTS
- Ability to perform in a clinic or mobile setting
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, 10X Health System recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers@10xhealthsystem.com. Already a 10X Health System candidate? Please connect directly with your recruiter to discuss this opportunity.
