Russell Tobin · 22 hours ago
Financial Analyst I
Maplewood, MN
Contract
Remote
Entry Level
$19/hr - $21/hr
2+ years exp
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Responsibilities
Customer Issue Resolution: Lead end-to-end issue resolution and analysis for customer accounts within one of our Business Groups for the USAC Customer Operations. Research payments, adjustments, delinquencies, and creditworthiness to identify root causes and implement preventative measures.
Collections Management: Perform collection activities for past-due accounts, collaborating with internal partners such as sales teams to resolve delinquent accounts. Communicate with customers via telephone, email, and written correspondence.
Credit and Returns Analysis: Partner with customer service, transportation, and other internal teams to resolve credit and returns complaints, including issues related to delivery, pricing, taxes, and more.
Deduction Analysis: Investigate and resolve customer payment deductions by conducting root-cause analysis and performing reconciliations or collection activities as needed.
Credit Policy Adherence: Review and analyze customer orders against credit policies, determining whether to release or maintain holds on accounts.
Customer Interaction: Address customer inquiries via telephone and perform collection activities as required.
Continuous Improvement: Identify trends and barriers impacting customer satisfaction, propose resolutions, and contribute to the organization’s continuous improvement culture.
Data Analysis: Utilize tools such as Microsoft Excel and Power BI to interpret trends and provide actionable insights.
Project Leadership: Lead short-term projects with specific objectives, ensuring deadlines and outcomes are achieved.
Qualification
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Required
Strong multitasking ability, managing workloads across multiple timelines.
Self-motivated and proactive problem-solver with the ability to navigate ambiguous situations.
Advanced proficiency in Microsoft Office Suite, particularly Excel and Power BI.
Familiarity with customer service processes and systems, including A Plus, Salesforce, and SAP.
Demonstrated knowledge of financial statement analysis, negotiation, and credit principles.
Experience in process improvement and change management activities.
Strong organizational, analytical, and communication skills.
Experience participating in Lean Sigma projects or equivalent cross-functional team initiatives.
Bachelor’s degree or higher from an accredited university OR 2+ years of relevant customer-facing work experience.
Preferred
Knowledge of accounts receivable, collections, financial analysis, and customer service best practices.
Ability to efficiently manage multiple systems and tools to service customers remotely.
Proven track record of leading continuous improvement initiatives.
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
Supplemental coverage (accident insurance, critical illness insurance and hospital indemnity)
401(k)-retirement savings
Life & disability insurance
An employee assistance program
Legal support
Auto, home insurance
Pet insurance
Employee discounts with preferred vendors
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
Company data provided by crunchbase
