Financial Support Specialist


Charlotte, NC
Full Time

Ekos is on a mission to empower craft manufactures all over the world to scale their business, streamline their processes, and optimize their teams. We are seeking a Financial Support Specialist help us support our rapidly growing client base. You must be highly motivated with demonstrated passion for everything finance and technology with an ability to thrive in a fast-paced and dynamic work environment. This position reports directly to the CEO.

What you'd be doing:

Customer Service

·       Troubleshooting and testing customer issues over the phone, email and through remote assistance software

·       Work with our case management system, keeping track of support tickets and following through to completion

·       Work with other departments as needed to find solutions to customer concern or complaints

·       Create knowledgebase articles as needed

·       Participate in customer support activities as needed

·       Approach customer’s needs proactively with the goal of maintaining highest customer service rating


Financial Support

·       Responsible for resolving technical support issues from the support team that are financial in nature

·       Troubleshoot QuickBooks and other financial system sync errors

·       Assist with Chart of Accounts review for new customers

·       Work with the ekos_ops team on Ekos and financial system optimization

·       Answer low – mid level finance questions regarding inventory, cost of goods sold, journal entries, revenue, etc.

·       Assist other Support Team members to work through issues that include financial hang ups

What we'd like to see:

Basic Requirements: 

·       2+ years’ experience in an accounting, bookkeeping, and technical support role in direct contact with customers or clients

·       Experience troubleshooting proprietary software

·       Experience with financial systems and Generally Accepted Accounting Principles (GAAP)

·       Strong ability to work independently and with a team

·       Must be a team player focused on the success of your team as well as yourself

·       Superior organizational skills

·       Basic proficiency with MS Office applications

·       Experience with ticketing systems (i.e. Zendesk, JIRA, etc.)

·       Availability to work a flexible schedule

·       Must be able to work from office located in Charlotte, NC



Preferred Qualifications: 

·       BS/BA in Engineering, Computer Science, Finance, or equivalent education/experience

·       Knowledge and experience working with any of the following; HTML, CSS, SQL, JavaScript, XML, C#, .NET, MS SQL Server

·       Ability to create basic MS SQL queries

·       Experience with QuickBooks Online or Desktop Editions

·       Experience with any other financial systems

·       Experience with software as a service (SAAS) applications

·       Experience with other ERP solutions

ekos_ is an Equal Employment Opportunity employer.

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