ERP Bank Reconciliation: Match incoming customer payments and bank transfer transactions against accounting ledgers using the ERP’s automated reconciliation tools.
Discrepancy & Escalation Handling: Flag missing details, portal rejections, or unidentified bank transfers immediately to the designated supervisor.
Revise or develop preliminary agreements and related budgets and scope of work. Ensure the scope of work is defined correctly and budgets reflect the scope.
Develop an understanding of, and be compliant to all processes and policies relating to the development of proposals.
Participate in strategy calls to discuss customer requirements and identify discrepancies in customer information.
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