Finance Analyst

Who We Are:

Epic is the largest, independent fresh focused sales agency in the United States. Epic provides headquarter management, retail merchandising, sales administration, data analytics, retail technology and other selling services for the fresh, specialty, natural and organic departments. Epic serves almost 100 retailers on behalf of over 350 food manufacturers generating retail sales of $1 billion annually. With over 35 years of experience, the company has more than 250 associates operating in 22 states, who are trusted category experts that add value to retailers and manufacturers across America. Epic is headquartered in Irving, Texas, with an additional 8 sales offices across the United States. To learn more, visit

Job Summary:

The Finance Analyst – Accounts Receivable independently performs timely, accurate, and complete account analysis, claim resolution and payment collection activity for key accounts.

Essential Functions:

This position has responsibilities in the following areas:

• Invoice Management: Prepare, verify, and process invoices for goods or services provided.
• Payment Processing: Post and allocate incoming payments accurately to customer accounts.
• Collections: Monitor aging reports, follow up on overdue accounts, and implement collection strategies.
• Account Reconciliation: Perform regular reconciliations to ensure accuracy between AR ledger and general ledger.
• Customer Communication: Contact clients regarding outstanding balances, resolve billing disputes, and arrange payment plans when necessary.
• Reporting: Generate AR aging reports, cash flow summaries, and other financial reports for management review.
• Compliance: Ensure adherence to company policies
• Cross-Functional Collaboration: Work closely with sales and customer service teams to resolve discrepancies and maintain positive client relationships.

Education & Experience:

• A degree in finance, accounting, or a related field, or equivalent experience.
• Demonstrated experience in receivables or a similar monetary role in accounting or finance (3+ years).
• Familiarity with invoicing, collections, and reconciliation processes.

Required Skills/Abilities:

• Strong knowledge of accounting principles and Accounts Receivable processes.
• Exceptional attention-to-detail and accuracy in data entry skills
• Ability to organize, prioritize and manage multiple and/or conflicting priorities.
• Proficiency working with Microsoft Office Suite, with advanced skills in Excel (including pivot tables and v-lookups)
• Ability to evaluate monetary data, identify trends, and make informed decisions.
• Strong verbal and written communication skills
• Excellent interpersonal and customer service skills, with demonstrated ability to interact with clients.
• Ability to be able to operate autonomously, with strong personal drive for results.
• Ability to collaborate with team members on projects, processes, goals, etc.
• Situational Leadership Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to read and comprehend simple to sometimes complex instructions, correspondence, and memos.
• Ability to effectively present information in one on one or group situations.

Tools and Equipment:

• Regular operation of computers and technological tools.
• Microsoft Office Suite

Work Environment:

• All team members are expected to contribute to a work environment that fosters positive, inclusive energy and respects diverse perspectives.
• Duties are typically performed in an office environment with moderate noise.
• Hazards are only those presented in a normal office environment.

Physical Requirements:

• Prolonged periods of sitting.
• Ability to change positions between sitting, squatting, standing and kneeling on an occasional basis.
• Occasional lifting and moving up to 10 pounds from one location to another, sometimes several feet away from each other.
• Regular use of hands to finger, handle, or feel objects, tools, or controls and reach with hands and arms.
• Specific vision abilities required by this job include close vision and ability to see objects, information on computer screens, and/or view written information, from distances of 20-40 feet.
• The employee frequently is required to communicate with co-workers and/or customers and must be able to accurately exchange information.

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off
• Parental leave
• Vision insurance

Experience:

• receivables or similar roles in accounting or finance: 3 years (Required)
• invoicing, collections, and reconciliation processes: 1 year (Required)
• Gen Web / Accumatica: 2 years (Preferred)

Ability to Commute:

• Irving, TX Required)

Work Location: In person