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Customer Financial Analyst

2 months ago

Tulsa, Oklahoma, United States SageNet Full time
Company Overview

SageNet stands as a premier managed services provider, excelling in connectivity, digital signage, and cybersecurity solutions. The organization is dedicated to connecting, managing, and safeguarding technologies and devices across extensive enterprises. SageNet's unique blend of personnel, processes, and technologies, along with its collaborative ethos, empowers clients to fulfill their fundamental business goals.

With a commitment to exceptional service and support, SageNet operates through its US-based 24/7/365 Network Operations Centers (NOCs) and Security Operations Centers (SOCs), strategically located teleports, a central National Logistics Center, multiple data centers, and a nationwide field service team.

What distinguishes SageNet is its core mission: fostering Trusted Connections. This dual-purpose mission involves creating reliable and secure technological links for clients, while also prioritizing the development of trustworthy human relationships with customers, partners, and communities. SageNet believes that nurturing these connections enhances the interconnected world we inhabit.

With over thirty years of experience in managed services, SageNet proudly serves a diverse clientele, including leading organizations in retail, finance, healthcare, utilities, and energy sectors. The company manages communications for more than 220,000 endpoints and is headquartered in Tulsa, with regional offices in various locations.

Job Purpose

The Customer Accounts Analyst (CAA) acts as a vital link between SageNet and its clientele, tasked with overseeing customer accounts receivable and delivering outstanding customer service. This role is crucial for sustaining robust client relationships and safeguarding company revenue. The CAA ensures that customer accounts are billed accurately and promptly, designing and implementing billing processes, confirming that invoices align with terms and conditions, and addressing any billing discrepancies.

Key Responsibilities
  • Manage monthly billing for customer contracts, cancellation fees, and other non-recurring charges.
  • Generate precise monthly invoices along with supporting documentation to dispatch to clients in a timely manner.
  • Collaborate with the Program Management and Sales Manager to resolve customer billing inquiries and disputes.
  • Maintain accurate contract pricing within SAP.
  • Analyze customer contracts to ensure correct billing practices.
  • Facilitate the proper setup of customer billing agreements.
  • Monitor and interpret monthly variations in customer billing.
  • Perform additional tasks as assigned.
Qualifications
  • A Bachelor's degree in a relevant field, coupled with strong analytical and problem-solving capabilities, is highly preferred.
  • 3-5 years of experience in a comparable role.
  • Strong mathematical abilities and a proven track record in executing complex calculations.
  • Familiarity with productivity tools, particularly the Microsoft Office Suite.
  • Prior experience with spreadsheet software, especially Excel (advanced skills required).
  • Excellent verbal and written communication skills.
  • Ability to manage multiple tasks and meet deadlines.
  • Strong critical thinking abilities.
  • Experience with SAP or other enterprise software is advantageous.
Working Conditions
  • Effectively operate in a hybrid work environment, which includes mandatory in-office days and virtual workdays, subject to departmental policies.
  • Business casual work attire is expected.
Physical Requirements
  • Ability to sit for extended periods without discomfort.
  • Frequent use of hands and fingers for typing.
  • Extensive visual engagement for analyzing documents both electronically and physically over prolonged periods.
Classification*: Salaried/Exempt

Position Type: Full Time

Travel Requirements: None

Direct Reports: n/a

Safety Sensitive: n/a

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or discriminate against employees or applicants based on inquiries about their own or another's pay. However, employees with access to compensation information as part of their essential job functions cannot disclose that information unless required by law.