Client Financial Services Manager

1 month ago

Coppell, United States Life Science Logistics LLC Full time
Job DescriptionJob Description

RESPONSIBILITIES:

  • Assure timely collection of monies due to corporation.
  • Assure collection processes are followed for past due accounts.
  • Monitor and report on deviations from credit standards.
  • Assure timely and accurate invoicing.
  • Assure cash application happens timely and accurately.
  • Assure use of standard template regarding invoice sample is in place for every customer.
  • Monitor customer balances and manage outstanding accounts receivables.
  • Communications with clients and senior management.
  • Make recommendations to improve quality of invoicing and collection procedures.
  • Manage weekly reporting of invoicing totals/aging totals/cash receipts/invoice adjustments.
  • CFS Manager will be required to manage a staff of 3 or 4 subject to increase as the business grows.
  • Other duties as assigned.

QUALIFICATIONS AND JOB SPECIFICATIONS:

  • Bachelor’s Degree in accounting, Finance, Business, or closely related field.
  • Five years of experience in credit and collections.
  • Superior spreadsheet skills and a good knowledge of Microsoft Excel.
  • Excellent written and verbal communication skills are a must.
  • Knowledge and understanding of Cash Conversion Cycle and Income Statement.
  • Knowledgeable in GAAP and application of internal controls.
  • Experience of managing people in an A/R environment.
  • Strong Interpersonal, supervisory, and customer service skills.
  • Strong Organizational, Analytical, and Problem-solving skills
  • Skill Requirements:
    • Exceptional interpersonal skills
    • Outstanding research skills
    • Sound decision making and negotiation skills
    • Detail Orientated
    • Ability to work with minimum supervision in a fast-paced, deadline driven, monitored environment

TECHNICAL EXPERTISE:

  • Navigate through ERP systems such as QuickBooks, Tecsys Elite experience a plus
  • Analyze data from disparate systems
  • Intermediate level Microsoft Office skills: Excel (including Pivot Tables), Word, and PowerPoint
  • Working knowledge of Outlook and office communications tools
  • Ability to work with big data

ADDITIONAL EMPLOYMENT REQUIREMENTS

  • Must be able to successfully pass all preliminary employment requirements (i.e., background check and drug screen).
  • Must have a valid driver’s license.

PHYSICAL/MENTAL/VISUAL DEMANDS

  • Work is light to medium in nature with frequent walking to perform assigned tasks.

WORKING CONDITIONS

  • Activities occur within a typical office environment.

EQUIPMENT OPERATED

  • Equipment: Laptop computer, cell phone, fax machine, copier, and desk phone
  • Systems: Outlook, Excel, Word, PowerPoint, QuickBooks

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