Transaction Management Analyst
6 days ago
This is a remote position
Position Overview:
The Transaction Management Analyst creates the daily issue confirmation report that accounts for all issues that will be billed to customers. This position is also responsible for managing iDepot billing activities to include creation of invoices management of iDepot payment information. Position requires sound problem solving skills, as well as the ability to clearly communicate detailed financial information to our internal and external customers both directly and indirectly via professional quality reports and spreadsheets.
Responsibilities:
- Create the daily issue confirmation report that accounts for all the issues that will be billed to the customers. Analyzes a variety of sources/systems including transportation data, scan data running sql queries, and verification of information. This includes approving loads and injecting loads in the billing system.
- Create invoices for iDepot payments from analysis of data from various sources for 150+ iDepots
- Maintain and manage system, spreadsheet and customer supplied data to provide timely and accurate invoicing on a weekly and monthly basis.
- Produce Issue Confirmation reports
- Prepare and process vendor payments based on transactional data from multiple data sources.
- Work with vendors to resolve payment issues and escalates and/or coordinates the detailed information to the appropriate internal customer for quick resolution.
- Maintain vendor payment tool, electronic files, and vendor communications files.
- Prepare spreadsheets for accurate and on-time vendor accruals and journal entries.
- Coordinate and communicate with Logistics team
- Analyze and compare data from various systems.
- Provide backup support through reporting and processing for Transaction Management Analyst.
- Ensure transactional data flow between systems.
- Follow detailed processes and pull data from multiple systems to ensure proper billing
- Ad hoc reporting
Requirements:
- 2+ years related experience in transactions or analytics
- Experience using SQL is a plus
- Commitment to excellence and high standards
- Excellent written and oral communication skills
- Ability to partner with various teams at all levels in a collaborative way
- Proficient in Microsoft Excel
- Strong organizational, problem-solving, and analytical skills
- Ability to manage priorities and workflow
- Acute attention to detail
- Must be detailed oriented and excellent with follow through and follow up.
- Ability to understand existing business processes and assist with efforts to optimize processes.
- Must have the ability to analyze data from multiple sources.
- Basic knowledge of accounting procedures
Education:
Bachelor’s Degree or equivalent job experience
Visual Acuity, Hearing and Speaking:
Ability to see, hear and speak.
Physical Demands and Work Environment:
- Continually required to sit
- Continually required to talk and listen
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