View Similar Jobs
Forward
Save
Flag as...
PrintAnalyst II - Accounts Receivable
| Company: | FIS Company Profile | Current Opportunities (62) |
| Job Location(s): | Menomonee Falls |
| Employment Term: | Regular |
| Employment Type | Full Time |
| Start Date: | As soon as possible |
| Starting Salary Range: | Not Provided |
| Required Education: | Bachelor's Degree |
| Required Experience: | Open |
| Related Categories: | Accounting - General |
Position Description
Description
Acting as a company liaison, the AR Client Account Specialist ("Specialist") is responsible for managing the outstanding Accounts Receivable balance for a portfolio of customers, prioritizing customers appropriately to minimize company exposure and maximize cash flow. The Specialist must ensure billing/invoice issues are resolved timely to support customer settlement of balances, seek expertise and engage/inform internal team members (Sales (SAMs), General/Business Unit Managers, Product/Operations, and Finance) as appropriate. The challenges created by multiple AR systems, billing systems, cash systems, GL systems, document retrieval systems, product lines and the requirement to support invoiced amounts with contracted products/services require the Specialist to be flexible, juggle change, and manage their workload in a complex environment. Specialists must be self motivated, solid communicators, highly organized, able to balance multiple priorities, respect standards, utilize appropriate escalation and work effectively as a team in a stressful, high paced environment.
Essential Duties and Responsibilities:
* Effectively prioritize customer assigned and complete thorough customer account analysis ensuring a complete, accurate, well documented and consistent "one voice" presentation to the customer to effectively resolve outstanding items.
* Resolve customer account balances, ensure timely up of open items which is expected to avoid customer frustration and minimize FIS exposure. Ensure all items are brought to closure timely and accurately, according to customer expectations.
* Coordinate effective customer communications (internal and external); remaining supportive as well as gaining cooperation in ensuring prompt resolution. Provide a persistent but customer friendly approach; an extension of our SAMs and Product owners
* Identify and engage appropriate internal team members (Accounting, Billing, Accounts Receivable, Operations, and Sales) to resolve customer questions. Utilize effective and professional follow up techniques to ensure a timely response is received to items being requested.
* Follow department standards, processes and procedures to ensure transparency when supporting customer inquiries.
* Present alternative approaches to resolve customer balances appropriately escalating for management discussion, payment plan proposals or write-offs.
* Coach, train and guide team members in effective AR Specialist techniques, department standards and in managing priorities.
* Perform other related duties and special projects as assigned.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: Bachelor's degree from a four year college or university in business, finance, accounting or a related field preferred, but not required.
Experience: Minimum of 5 years experience requiring application of accounting analysis, accounting principles and practices, or equivalent combination of education and/or experience. Minimum of 3 - 6 years experience working in accounts receivable, with billing systems and/or with contracts preferred. Operations experience in a financial platforms environment a plus.
Knowledge, Skills and Abilities:
* Knowledge of technology supporting accounting functional areas; accounting software applications
* Proficient in Microsoft Excel (Pivot tables, Vlookups etc) and Word
* Solid working knowledge of modern financial accounting department practices and procedures
* Strong attention to detail
* Skill in math applications
* Solid analytical/problem solving capabilities
* Skill in time management, priority management, communications, decision making, presentations, human relations and organization
* Ability to communicate effectively verbally and in writing
* Skill in understanding and focusing on the customer's needs, establishing credibility and building relationships.
* Must have excellent customer service and interpersonal skills with both internal and external customers.
* Solid decision-making and problem solving skills
* Ability to establish and maintain effective working relationships with all types of employees, customers and public
* Solid skills in reading and interpreting contracts
* Ability to work independently while keeping manager abreast of activities as well as knowing when to escalate appropriately
* Solid working knowledge of a proper control environment.
* Solid working knowledge of foreign currency, proficiency in understanding various tax laws, effective settlement techniques and application of translation gain/loss.
* Knowledge of the banking industry, FIS products preferred
Job Accounts Payable/Receivable
Primary Location US-WI-Menomonee Falls WI
Schedule Full-time
Shift Day Job
