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Form of workJob Title: Accounting Operations Analyst
Job Location: Plano, TX
Shift Timings: Monday- Friday (7:00 AM to 04:00 PM)
Description
Job Location: Plano, TX
Shift Timings: Monday- Friday (7:00 AM to 04:00 PM)
Description
- The role of this position is to carry-out customer facing accountabilities related to analysis of cash flow, assessment of customer payment disputes and collection of unpaid invoices.
- This role focuses on strategic accounts that are high in dollar and volume, and, as such, follows typical business processes requiring frequent interaction to resolve payment disputes and improve terms compliance. Baseline KPIs and SLA goals target DCSO, aging currency, accuracy and timeliness.
- This position is accountable for meeting all baseline and project goals assigned in the most effective and efficient manner which must be in alignment with departmental objectives that ensure positive business results and the success of client.
- Deliver all baseline and project goals for DCSO, aging currency, accuracy and timeliness.
- Monitor and report the status of customer accounts and results against defined KPIs, goals and objectives.
- Analyze complex issues and collaborate as necessary to determine actionable, practical and sustainable solutions that reduce customer issues.
- Create and utilize reports to support analysis of pertinent account information.
- Collaborate and negotiate with customers, field sales, and finance functions to achieve improvements.
- Achieve individual and departmental metrics.
- Maximize overall A/R business processes; automate and reduce rework when possible.
- Partner with cross-functional teams in Billing Exceptions, Cash and Credit Associates to perform accountabilities in the most efficient, effective, and accurate manner.
- Analyze and document detailed customer profiles to include information such as payment habits, proof of delivery, and receiving procedures.
- Support customer and/or division initiatives.
- Communicate and escalate issues and procedural changes to Team Coordinators and Managers.
- Strive for continuous learning and positive engagement related to change, in an effort to develop new tools, methods and strategic thinking.
- High school diploma or equivalent required. Some college preferred.
- Knowledge of overall A/R workflow and systems.
- Highly skilled and knowledgeable in regards to adjustments, research, collections, account issues, and customer relationships.
- Experienced in the use of Microsoft Excel and proficient in the use of other Microsoft Office applications.
- Knowledge of DB2 queries, SAP & XPTR reports to analyze data.
- Able to apply critical thinking to problem solving and analysis.
- Adept at collaboration, negotiation and teamwork skills.
- Professional and mature with a high degree of confidence while interacting with the customer and other functions
- Analytical, highly organized and detail oriented
