Financial Services Associate - Accounts Receivable

Werner • Town of Grand Chute, WI

1d

About The Position

At Werner, we’re more than an electrical distributor — we’re a community that
empowers people to grow, innovate, and truly make a difference. Our culture
celebrates individuality, encourages creativity, and values each person’s voice;
creating a space where you can be yourself, connect with others, and build a
meaningful career. We believe in balance and flexibility, so you can thrive both
professionally and personally. Together, we can make an impact and build
something exceptional for our customers, families, communities, and each other.

Job Summary

The Financial Services Associate ensures accurate processing of customer and
miscellaneous payments, batches daily invoices, and assist in month-end
reconciliation processes.

Requirements

• High school degree required.
• 1-3 years of customer service or accounts receivable experience.

Nice To Haves

• Associate’s Degree in the areas of business, finance, or accounting.
• Previous working experience using Eclipse.
• Basic to intermediate proficiency in Microsoft Excel is preferred.
• Knowledgeable in sales tax regulation.

Responsibilities

• Process payments received from customers through Lockbox and EFTs (electronic fund transactions) through the cash application software. This includes follow up on automated and manual processing.
• Research and resolve payments with errors in review queue. Implement resolutions to increase auto match rate at both the invoice level and the remit detail level.
• Batch invoices daily.
• Research unapplied cash and contact customer to obtain reconciliation information and obtain tax-exempt certificates to ensure accurate A/R (accounts receivable) records.
• Perform quarterly internal sales tax audit.
• Perform applies, offsets, write-offs, and dispute coding.
• Process and audit daily cash sales reporting for all branches.
• Assist in month-end reconciliation activities for cash logs.
• Assist in credit card reconciliation.
• Act as a back-up for customer account set up or edits, job accounts, sales tax forms, credit/rebills, pricing adjustments and portal invoicing.

Benefits

• Medical, Dental, and Vision Insurance
• Short & Long-Term Disability Insurance
• Life and AD&D Insurance
• 401(k) Retirement Plan with company match
• Paid holidays, vacation, personal, and sick days
• Pet Insurance
• Identity Theft Protection
• Accident Insurance & Critical Illness Coverage
• Tuition Reimbursement
• Annual bonuses and merit increases based on performance
• Employee Assistance Program (EAP)
• Wellness Programs
• Employee Resource Groups (ERG)
• Career Development & Leadership Training
• Paid Parental Leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED