Customer Account Financial Analyst

Company:

Number of Openings:

Worker Type:

Position Overview:

Job Description:

Major Job 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

Education & Experience:

• 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)

• Knowledge of Smart Office, Salesforce, On-Demand, DBS, M3 would be considered an asset

Soft Skills:

• 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

At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.