Customer Account Financial Analyst
About The Position
Finning is the largest dealer of Caterpillar equipment and we are currently looking to hire a Customer Account Financial Analyst on a 12-month temporary basis. The Customer Account Financial Analyst is responsible for entering invoices into customer portals. Handling any rejected invoices, following up with any missing corresponding back up. Working with internal departments to resolve any billing errors. The Customer Account Financial Analysis team currently works in a hybrid schedule with three days in the office which is in the west end of Edmonton. The hourly rate for this role is $22 to $25 per hour.
Requirements
- Post-secondary education in related discipline
- Previous office or administrative experience
- Data-entry expereince
- Previous experience in Accounts Payable software systems (i.e. Open Invoice, Ariba, SAP, Open Ticket also considered an asset)
- Strong attention to detail
- Ability to prioritize, work in a fast-paced environment and independent problem solving
- Strong written and verbal communication skills
- Solid organizational, interpersonal and customer service skills
- Ability to continuously learn and develop related skills
- Proficient with MS office applications and internal systems
- Understand and adhere to Finning policies and procedures, including safety
Nice To Haves
- Knowledge of Smart Office, Salesforce, On-Demand, DBS, M3 would be considered an asset
Responsibilities
- Invoice Entries
- Reviewing previous days billing, ensuring the correct backup is included for entry into external AP portals.
- Investigate and resolve any discrepancies
- Work with branches, Shared Service and Customer Account Rep to clean up old unpaid invoices.
- Daily analysis and reporting on invoicing status
- Daily entries of invoicing transactions into the customer’s AP system
- Reconciliation Report
- Ensure tracking report is updated daily with detailed notes
- Ensure nothing goes beyond the set KPI goals
- Working with internal and external customers
- Requesting invoice back up
- Process Improvement/Automation
- Enabling new customer in AP portals
- Representing the company in an ethical and professional manner and maintain confidentiality
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
