Client Financial Services Manager

3 weeks ago


Coppell, United States CareerBuilder Full time

Job Description

Job 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

:
Bachelors 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 drivers 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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