Associate Financial Analyst
About The Position
The Associate Financial Analyst works in Milwaukee, Wisconsin, as part of the Global Business Services, Non-Alc team. The role supports the end-to-end accounts receivable process by monitoring customer accounts and outstanding balances, processing and applying payments, resolving billing discrepancies, and supporting cash application activities. It helps protect cash flow and optimize working capital through timely invoice collection, accurate customer account records, and early identification of collection risks. The analyst performs account reconciliations and journal entries, investigates payment variances, supports deduction and dispute resolution, and works with customers on payment-related inquiries. Reporting to the Team Lead – Non-Alc, the role collaborates with Sales, Customer Service, Treasury, and other Finance teams to improve collection performance, maintain positive customer relationships, and ensure compliance with company policies and procedures.
Requirements
- Bachelor’s degree in finance or accounting, or equivalent experience of 4 or more years.
- At least 1 year of experience within shared services, order-to-cash (OTC), or credit management, with CPG exposure to credit risk analysis and portfolio management.
- Strong analytical and problem-solving skills to investigate payment discrepancies, unapplied cash, and account variances.
- Proficiency in SAP, ERP systems, Microsoft Excel, and reporting tools for account analysis and transaction processing.
- Ability to accurately process and reconcile high volumes of customer payments while maintaining data integrity.
- Effective communication and customer service skills to collaborate with customers and Sales, Customer Service, Credit, and Finance teams.
- Understanding of credit risk, deductions, collections strategies, and their impact on cash flow and working capital.
- Strong organizational skills, attention to detail, accountability, and a continuous improvement mindset to drive efficiency and meet service level expectations.
Responsibilities
- Follow up on outstanding invoices, support collection efforts, and ensure customer payments are applied accurately and promptly.
- Monitor aging reports, identify overdue balances, escalate collection risks, and support reduction of past-due receivables.
- Perform account analysis and reconciliations to resolve unapplied cash, disputed invoices, short payments, and account discrepancies.
- Research customer deductions, coordinate with internal stakeholders, and facilitate timely resolution of billing and payment disputes.
- Prepare and maintain accounts receivable metrics, collection status updates, and account analyses, and highlight potential collection or credit risks to management.
- Monitor banking portals and general accounts to support cash application for incoming payments.
- Collaborate with customers and internal teams on payment-related inquiries and account issues.
Benefits
- Flexible work programs supporting work-life balance, including a hybrid work model with 4 days in the office.
- Competitive base salary and incentive plans.
- Parental leave.
- Health, dental, and vision benefits.
- Retirement plan options with employer match.
- Generous paid time off plans, including holidays, vacation days, and sick days.
- Wellness Program and Employee Assistance Program (EAP).
- On-site pub and access to brand clothing and merchandise.
- Free beer and beverages.
- Engagement with Business Resource Groups, including volunteer opportunities, leadership experience, and networking.
- Career growth and development through First Choice Learning opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
