FS Financial Analyst I

Intelisys Communications-posted 3 months ago
Full-time • Entry Level
Greenville, SC
Telecommunications
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The Financial Analyst I analyzes existing sales partners' business model and financial capacity to maximize the sales partner's purchasing power and ScanSource, Inc.'s (“ScanSource”) revenue opportunities. Work with sales partners, Customer Service Department, and sales unit personnel to properly analyze past due accounts receivable balances, determine actions for prompt resolution, and direct daily activities to support prompt release of orders referred to Financial Services (“FS”). The Financial Analyst I will accomplish these goals through regular discussions with sales unit personnel, sales partner interviews, analyzing financial statements, reviewing public information, payment history, and explores potential collateral alternatives when necessary. Responsibilities include the administration of ScanSource's benchmarking database as related to sales partners to ensure that the appropriate terms of sale and trade credit limit are offered to provide flexible financial services that are adaptable to the sales partner's changing needs - now and in the future. Additionally, the Financial Analyst I will enhance the benchmarking database to expand business intelligence for the sales units and early identification of potential sales growth opportunities. The Financial Analyst I will ensure their compliance with FS guidelines and applicable commercial credit laws to maximize ScanSource's profitable recovery opportunities within predetermined authority.

  • Administer ScanSource's accounts receivable within an assigned portfolio of sales partners.
  • Establish and maintain a positive relationship with sales partners to expand their purchasing power.
  • Communicate with sales partners to resolve past due invoices and research claims and deductions.
  • Interview existing sales partners to determine trade credit limit requirements.
  • Review and analyze sales partners accounts for completeness and obtain additional information as required.
  • Analyze creditworthiness of existing sales partners to determine acceptable levels of risk.
  • Input data into electronic 'Scoring Model' including financial data and trade credit report scores.
  • Analyze business data to discover historical patterns and improve future business performance.
  • Coordinate daily activities to support controlling past dues.
  • Interact with middle and upper management of internal and external sales partners.
  • Prepare monthly management reporting for accounts with defaults exceeding $10,000.
  • Utilize operational systems effectively and maintain account activity documentation.
  • Manage refund requests and recommend issuance of customer refund checks.
  • Support FS Leadership in operational performance monitoring and reporting.
  • Compile and evaluate data for benchmarking and credit score validation.
  • Assist with the development and implementation of continuous process improvements.
  • Minimum of a Bachelor degree in Accounting/Finance or two years relevant working experience.
  • Strong communication skills and ability to relate well to all levels of management.
  • Strong problem solving, decision making, and timely follow-up skills.
  • Organization skills, time management skills, and qualities of leadership.
  • Highly proficient in Microsoft Office applications (Excel and Word).
  • Demonstrated ability to work with little or no supervision.
  • Ability to multi-task in a fast-paced environment.
  • Secondary language fluency (Spanish, Portuguese, French) preferred but not required.
  • SAP Experience.
  • Medical/dental/vision coverage.
  • Life insurance.
  • 401(k) plan with matching provision.
  • 128 hours of paid time off (PTO) each calendar year.
  • 8 paid company holidays.
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