Commercial Finance Fleet Analyst

1 week ago

Coppell, United States Toyota Industries Commercial Finance Full time

About the Job:

The Commercial Finance Fleet Analyst is responsible for the monthly maintenance, proactive account management and problem solving for the largest and most complex customer accounts in Commercial Finance (CF) portfolio. Ensuring alignment of TFS billing and customer payment practices, accurate payment postings and timely resolution of discrepancies and disputes to minimize delinquency and strengthen customer relationships.


What You’ll Do:

  • Portfolio Management, Account Services and Reconciliation
  • Responsible for effective operational management of the largest and most complex customer accounts in Commercial Finance portfolio, primarily National Accounts and Lead Dealer National Accounts
  • Be the point of contact for all assigned accounts throughout the account life cycle: Inception through termination. Interact directly with Commercial Finance customers, dealers, and business partners to achieve reconciliation, financial analysis, problem solving and proactive account maintenance objectives for customer accounts
  • Maintain delinquency at or below the CF scorecard objective for Major Accounts; Ensure the financial status of the customer accounts remain current. If variances occur, actively follow-up with the customer and other departments through resolution
  • Identify any variances between billing and payments through effective account reconciliation and analysis. Follow 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 a high level of customer and dealer care by providing informed accounts status updates through regular customer/dealer communication
  • Prepare and submit financial change and master data requests, and liaison with other departments for processing of any adjustments. Review customer accounts to ensure requested changes are processed and the account status remains as expected
  • Lead customer facing and stakeholder conference calls to facilitate communication and develop strategies and solutions for management of complex accounts typically involving high unit volume and multiple locations
  • Identify and implement billing changes to better align with the customer's invoicing requirements and payment practices
  • Monitor and review portfolio changes, including billing set up for new units, pending maturities, recent terminations, and lease transfers to ensure alignment to customer needs
  • Generate monthly and ad hoc reports for each customer portfolio through SAP; create and maintain spreadsheets and databases using several reports
  • Maintain data integrity of Major Accounts spreadsheets and databases
  • Responsible for escalated accounts that require a thorough and in-depth analysis and research, and recommend creative solutions consistent with TICF initiatives and objectives while maintaining operational expense as assigned by the direct report
  • Support and assist with newly assigned Major Accounts portfolio with special billing requirements, lead implementation of the process, monitor and coordinate needed stakeholder meetings between the customer, business partners and dealers
  • Standardize processes related to account management through Kaizen methodology and effectuate operational efficiency
  • Interact with third party vendors to achieve business objectives (as applicable)
  • 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 and requests
  • Demonstrate support for all TICF departments in every interaction
  • Assist in reconciling accounts as requested by other CF departments or upon request by any leaders within TICF
  • Take actions which build positive morale
  • Participate and engage in companywide or departmental initiatives
  • Provide training as well as maintain training and reference materials for the Major Accounts department
  • Facilitate a pro-active approach to systems management and usability improvements


Qualifications You’ll Need:


Must Have:

  • Advanced proficiency with Microsoft Excel required
  • Previous working knowledge or experience with account reconciliation and analysis, required
  • Ability to reconcile multiple accounts efficiently
  • Ability to analyze large volumes of transactional data
  • Proven analytical, organizational, and problem-solving skills
  • Ability to communicate relevant information to all levels of the organization both written and verbal
  • Ability to develop collaborative relationships and act as a well-respected, trusted partner that others want to work with
  • Demonstrated leadership skills and effectiveness working in a team environment
  • Strong detail orientation
  • Strong aptitude to learn
  • Self-starter and ability to work independently
  • Be able to travel 5% as needed


Great to Have:

  • BA/BS in Business, Accounting, Finance, or related fields, required; Master’s in Business or related fields, preferred
  • Minimum 5 years of experience in accounts receivable and/or payable, required; Previous experience in the financial services industry, preferred
  • Commercial Finance experience, preferred
  • Customer interaction experience, preferred
  • Previous working knowledge or experience with account reconciliation and analysis, required
  • Advanced proficiency with Microsoft Access, Word, PowerPoint, preferred
  • SAP knowledge, preferred


Job Competencies

  • Customer First: Demonstrate a consistent passion to exceed internal and external customer expectations. Focus on creating an exceptional customer experience.
  • One TICF: Foster a One TICF mindset. Operate with a broad view of the organization, understanding how your role impacts others within the organization. Collaborate and effectively communicate within teams, cross functionally, presenting a One TICF experience for dealers and customers. Support the company Hoshin and Vision.
  • Mindset of Continuous Improvement: Challenge self and others to continuously look for ways to improve TICF business processes and deliver value to the customer. Identify problems, remove inefficiencies, innovate, and challenge the status quo. Apply a Kaizen (continuous improvement) mindset in day-to-day tasks and projects - big or small.
  • Demonstrate Inclusive Behaviors: Foster an inclusive environment where everyone can thrive and feels welcomed, valued, respected, and heard. Be curious, listen to, understand, and capitalize on diverse perspectives. Show gratitude and consistently demonstrate respect for people.
  • Learn, Grow, Develop: Continuous improvement of yourself and others. Ask for and give constructive feedback. Invest in your growth and development by taking on challenging assignments and applying learned concepts.



Toyota Industries Commercial Finance is an equal opportunity employer.

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