Major Accounts Analyst

Toyota Industries Commercial Finance•Dallas, TX

12h

About The Position

The Major Accounts Services Analyst will work closely with all departments across TICF that interact with Customers and Dealers Account Payables, Account Receivables, Procurement, and Tax Departments on complex accounts. Responsible for ensuring alignment of billing and customer payment practices, accurate payment posting and timely resolution of discrepancies and disputes, while strengthening customer relationships and minimizing delinquency. The Major Account Services Analyst manages complex and diverse customer accounts including leading regularly scheduled calls with assigned customers and dealers.

Requirements

Advanced Microsoft Office suite (e.g., Excel, PowerPoint, Word)
Ability to reconcile multiple customer accounts efficiently
Ability to extract, analyze, monitor, and report on large volumes of transactional financial data
Minimum of 2-4 years’ accounting, accounts receivable, collections, customer service or finance experience required
Working knowledge of Commercial finance industry or experience with financial analysis, accounting, accounts receivable, customer interaction, and technology preferred
Excellent communication skills, fully capable of exchanging information with Major Accounts dealers, customers, internal departments, and executives
Proven interpersonal skills with the ability to collaborate well across the organization and with external stakeholders
Substantiated analytical, organizational, and problem-solving skills
Strong written communication skills
Business insight knowledge to assess changing trends and decisive ability to act accordingly
Self-motivated with the ability to work independently and with minimal supervision
Demonstrated attention to detail

Nice To Haves

Bachelor’s degree in accounting, finance, or related field is a plus

Responsibilities

Responsible for effective operational management of large and complex customer accounts including National Accounts and Lead Dealer National Accounts
Primary point of contact for assigned accounts throughout the account life cycle: origination through termination.
Interact directly with customers, dealers, and internal departments to achieve reconciliation, financial analysis, problem solving and proactive account maintenance objectives for customer accounts
Ensure timely payment application to maintain delinquency at or below the TICF scorecard objective for Major Accounts Services team
Meet all assigned metrics for Major Accounts Team, including but not limited to the following: Disposition of aged customer credit on accounts, Timely payment (cash) posting achieving at minimum $0 > 30 days, Meet or exceed target delinquency KPI’s
Identify variances between billing and payments through effective account reconciliation and analysis following up with the customer to collect past due amounts or issue refunds when applicable
Provide timely resolution of discrepancies and disputes to minimize delinquency and strengthen customer and dealer relationships
Deliver best in class customer and dealer care by providing informed accounts status updates through regular customer/dealer communication
Prepare and submit financial changes and master data requests, and liaison with other departments for processing of any adjustments
Analyze customer accounts to ensure requested changes are processed and the account status remains as expected
Lead stakeholder conference calls to facilitate communication and develop strategies and solutions for management of complex accounts that typically include high unit volume and multiple locations
Identify and implement billing changes to better align Customer invoicing requirements with System capabilities
Monitor and review portfolio changes, including billing set up for new units, pending maturities, recent terminations, and lease transfers to ensure alignment with Customers
Generate monthly and ad hoc reports as needed to analyze each customer portfolio
Responsible for escalated accounts that require a thorough and in-depth analysis and research, and recommend solutions consistent with TICF initiatives and objectives while maintaining operational expense as assigned
Support and assist assigned portfolio with special billing requirements, leading implementation of the processes, monitoring and coordinating stakeholder meetings between the customer, business partners and dealers
Standardize processes related to account management through Kaizen methodology and impact operational efficiency
Participate in customer, dealer and sales business reviews as needed
Analyze trend data and recommend solutions for improving performance
Adhere to all company policies, procedures, and guidelines
Provide support across business organization with operational questions, requests, and ad hoc projects
Demonstrate support for all TICF departments in every interaction
Assist with customer account reconciliations as requested by other departments or upon request by any leaders within TICF
Provide training for new Major Accounts Services Analysts and maintain training and reference materials for the Major Accounts Services department