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Financial Account Coordinator

2 months ago

Carmel, United States Renewal by Andersen Full time
Job Overview

Financial Account Coordinator

Company: Renewal by Andersen

Renewal by Andersen specializes in customized window and door solutions. Established in 1903, Andersen Windows is recognized globally as the leading brand in exclusive window and door systems. Our mission is to provide homeowners with a superior experience in window and door replacement.

In this position, meticulous attention to detail is essential for reviewing contracts and managing outstanding balances on customer accounts.

Key Responsibilities:

  • Utilize Salesforce and QuickBooks for invoicing, processing payments, and managing account information.
  • Communicate via Outlook regarding customer payments, tax credits, and account inquiries.
  • Verify customer financing for accuracy in charges and confirm timelines.
  • Collaborate with various departments to ensure timely funding confirmations for work.

Required Qualifications:

  • Experience in bookkeeping, accounts payable, or accounts receivable.
  • Project management experience with a focus on administrative tasks.
  • Background in Accounting, Finance, or a related discipline.
  • Strong attention to detail and the ability to work independently with minimal supervision.
  • Proficiency in using a CRM and the Microsoft Office suite.

Compensation and Benefits:

  • Hourly wage: $20
  • Comprehensive insurance package, including medical, dental, vision, and life insurance.
  • 401(K) plan with company matching.
  • Student loan repayment assistance.
  • Employee discount program.
  • Paid time off, holidays, and floating holidays.

Work Schedule:

This position is onsite and follows a Monday to Friday schedule from 8:00 AM to 4:30 PM.

Disclaimer: The information provided in this description is intended to convey the general nature and level of work performed by employees in this role. It is not intended to be an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this position.