Financial Processing Coordinator (full-time with benefits)

Convention Data Services
Job Description
Convention Data Services started on Cape Cod with just a couple of employees in 1986. Since our humble beginning, we’ve grown our team to more than 160 people while maintaining our close-knit culture. Here at CDS we strive to help our staff grow just as the business has grown. We’re committed to offering a stimulating and rewarding work environment that has allowed us to become one of the best places to work on Cape Cod. Convention Data Services is just one mile south of the Bourne Bridge making us an easy commute from anywhere on the South Shore, South Coast, and Cape Cod. Join the Team Want to be part of a fun, dynamic company? Convention Data Services is always looking for talented individuals to add to our team. Full-time positions are eligible for a comprehensive benefits package including paid time off, medical/dental coverage, FSA and 401k. If you want more than just a job, you want a career… then you could be right for our team.

Position                                       Financial Processing Coordinator

Department                   Financial Processing

Reports To                      Financial Processing Supervisor

Position Summary
Responsible for various procedures related to the financial aspect of registration for Trade Show Events including financial and non-financial components of registration, preparing forms for the Data Entry Department, resolving problem registrations, auditing when needed, working with the Clients, and balancing daily and weekly reports.
Direct Client Contact        Moderate
Direct Reports                  No
Travel Required                Moderate
Essential Functions    
  1. Balances registration batches, credit cards and checks processed to registration database and revenue reports. Perform audits as necessary.
  2. Maintain securities and controls necessary to ensure SSAE16 and PCI Compliance.
  3. Distributes batches to Data Processing for entry into the event database.
  4. Manages Excel financial spreadsheet to track registration activity and balance processed funds to the database.
  5. Performs quality control (QC) functions to assure accuracy of batches once received from Data Entry.Verifies appropriate QC reports received from Data Processing to batches.Compares fund batches to FP spreadsheet.
  6. Resolves problems, handles client credit requests, and cancellations.
  7. Communicates registration activity and critical deadlines as appropriate.
  8. Verifies the financial interface for assigned events.
  9. Works with various merchant processors as dictated by the client.
  10. Handles internet, mail, fax and client registrations.
  11. Prepares the faxed, mailed and client registration forms into batches for the Data Processing department.
  12. Works Call Center department to verify registrants’ registration and verify payments processed on-line.
  13. Performs database QC and attends all event team meetings for assigned events.
  14. Monitors and reports financial activity and/or problems to OSM when an event is onsite.
  15. Provide financial reporting training to client staff.
  16. Communicates registration activity and critical deadlines to appropriate Operational departments and Client Services.
  17. Work in a team environment.
  18. Performs additional duties as assigned.
    Required Skills/Education
  19. Must have excellent organizational skills, be detailed oriented, and possess ability to work independently and collaboratively in a multi-tasking environment.
  20. Strong clerical and accounting skills essential.
  21. Effective written and communication skills.
  22. Proficiency in Microsoft Windows, Outlook, Excel, and Internet Explorer required.
  23. Industry experience is a plus.
  24. High school diploma or equivalent is required.
    This position summary outlines the general nature of the duties and requirements of this position.  The Company reserves the right to change, modify or amend the duties and requirements of the position as needed.


    Convention Data Services is an EQUAL OPPORTUNITY EMPLOYER and does not discriminate against any applicant because of race, color, religion, national origin, sex, age, disability, marital status, sexual orientation or any other class protected by Federal, State, or Local law.
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