Finance Specialist

2 weeks ago

Green Bay, Wisconsin, United States M2 Logistics, Inc. Full time

The Finance Specialist is responsible for managing customer payments, ensuring customer/carrier satisfaction, and handling delinquent accounts. This role involves sending payment reminders, following up with customers on overdue balances, and investigating payment discrepancies in collaboration with other departments. The Finance Specialist will also set up new customers, process invoices through customer portals, handle payments, and perform various Accounts Receivable duties. Additionally, the position includes providing backup support to other departments, obtaining necessary paperwork, resolving issues, and addressing inquiries.

Who Is M2?

M2 Logistics is a privately held logistics provider founded in 2001. M2 was formed and prides itself on meeting the needs of our customers through a relentless discipline of our core values. M2 has remained resolute in being large enough to leverage a complete suite of logistics services yet structuring the execution teams to remain small enough to offer a personal touch.

The Position

  • Identify delinquent accounts and communicate via email or telephone with the customer regarding expectations of payment. Place collections calls and/or correspondence to customers related to past due accounts receivable.
  • Process cash receipts to include Check, ACH and Credit Card
  • Administrative duties relating to reception, parcel shipping and receiving, checking mailbox, handling visitors and other related activities.
  • Provide support in account creation, troubleshooting portal issues, and conducting research to resolve customer inquiries or improve processes.
  • Monitor and manage the "Billing" email inbox, ensuring timely and efficient responses to inquiries
  • Perform invoice corrections, research and credit/rebills
  • Uploading invoices/POD's to customers portals
  • Provide customer service regarding collection issues including providing customers with documentation related to their account in a timely manner.
  • Collaborate with team members across the organization to create efficiencies and automate work processes.
  • Other Accounting/Finance department work as assigned
  • Coverage for employees who are out of office
  • Assistance in other areas when workloads require additional help

Why should you apply?

  • Fun and energetic work environment
  • Work/Life balance is a core value of the M2 Logistics organization
  • Lack of bureaucracy – more empowerment
  • Pride in ownership
  • Servant leadership – no barriers
  • Caring/compassionate owner – trickle down effect

  • A really cool HR team you get to work with

  • High school diploma or equivalent; post high school education is preferred

  • Transportation company or logistics experience preferred
  • Experience working in a high-volume transaction processing environment
  • Attention to detail, a high degree of accuracy
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams)

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