Financial Services Associate - Accounts Receivable

About the role

The Financial Services Associate ensures accurate processing of customer and miscellaneous payments, batches daily invoices, and assists in month-end reconciliation processes.

Responsibilities

• Process payments received from customers through Lockbox and EFTs (electronic fund transactions) through the cash application software. This includes follow up on automated and manual processing.
• Research and resolve payments with errors in review queue.
• Implement resolutions to increase auto match rate at both the invoice level and the remit detail level.
• Batch invoices daily.
• Research unapplied cash and contact customer to obtain reconciliation information and obtain tax-exempt certificates to ensure accurate A/R (accounts receivable) records.
• Perform quarterly internal sales tax audit.
• Perform applies, offsets, write-offs, and dispute coding.
• Process and audit daily cash sales reporting for all branches.
• Assist in month-end reconciliation activities for cash logs.
• Assist in credit card reconciliation.
• Act as a back-up for customer account set up or edits, job accounts, sales tax forms, credit/rebills, pricing adjustments and portal invoicing.

Requirements

• High school degree required.
• 1-3 years of customer service or accounts receivable experience.

Qualifications

• Associate’s Degree in the areas of business, finance, or accounting.
• Previous working experience using Eclipse.
• Basic to intermediate proficiency in Microsoft Excel is preferred.
• Knowledgeable in sales tax regulation.

About the company

Founded in 1948, Werner has grown from a small appliance store in downtown Neenah, WI into an award-winning employer and leading electrical distributor with 12 branch locations in Wisconsin and Upper-Michigan. Headquartered in Appleton, WI, we provide electrical, lighting, network, process, and inventory management solutions for a diverse group of industrial and construction customers. We are a growing, privately-held company with over 450 employees who uphold a family culture built around exceptional customer service. As a recent New North Workplace Excellence Award winner, we’re dedicated to the continuous improvement of our people, products, and services to ensure the long-term success of our employees and customers.

Benefits

• Medical, Dental, and Vision Insurance
• Short & Long-Term Disability Insurance
• Life and AD&D Insurance
• 401(k) Retirement Plan with company match
• Paid holidays, vacation, personal, and sick days
• Pet Insurance
• Identity Theft Protection
• Accident Insurance & Critical Illness Coverage
• Tuition Reimbursement
• Annual bonuses and merit increases based on performance
• Employee Assistance Program (EAP)
• Wellness Programs
• Employee Resource Groups (ERG)
• Career Development & Leadership Training
• Paid Parental Leave