Easter Seals Jobs

Work Schedule

First Shift (Days)

Environmental Conditions

Office

Job Description

Position Summary:

The Lead Finance Operations Representative is an outstanding role crafted for an ambitious individual seeking to make a significant impact within our finance and insurance operations. This position empowers you to successfully implement top-notch financial strategies and lead a team to excel. You will serve as the main point of contact within the team, fostering collaboration and ensuring our operations strive for excellence.

Responsibilities:

• Assess and determine credit limits for both new and existing customer accounts within the designated portfolio strictly adhering to company policy.

• Complete necessary procedures to place accounts on hold and closely monitor them to ensure timely release of orders once payment is received or appropriate evidence is provided.

• Communicate credit hold or block decisions to all relevant departments and update core systems to accurately reflect credit status.

• Proactively contact customers, primarily via telephone, to ensure timely invoice processing and payment scheduling.

• Plan and prioritize customer calls to improve collections on the largest open invoices.

• Regularly review customer accounts, collaborating with Sales and Customer Services to resolve issues and determine when accounts should be placed on hold.

• Log, monitor, and coordinate customer complaints, ensuring timely resolution through liaison with relevant functions.

• Arrange and lead internal and external customer meetings to address disputes, non-payment, or account reconciliation.

• Allocate credits in consultation with the Cash Allocation team, Customer Services, and customers.

• Consistently meet assigned targets and fulfill Service Level Agreements (SLAs).

• Ensure collection software is updated with actions taken, follow-ups needed, dispute reporting, and recent customer contact details.

• Perform all tasks in accordance with company policies, internal controls, and Sarbanes-Oxley requirements.

Skills & Qualifications Required:

• Effective and confident communication skills to address issues, provide updates, and lead successful customer negotiations.

• Proven attention to detail and accuracy.

• Demonstrated proficiency in collaborating with diverse teams to achieve common goals.

• Ability to work independently to address and resolve complex issues and handle customer and partner concerns.

• Comfortable in a fast-paced environment.

• Strong organizational and time management skills to prioritize tasks efficiently.

• Problem-solving and analytical abilities.

• Good judgment and decision-making skills.

• Willingness to train and mentor newcomers.

• Detailed understanding of relevant accounting systems, policies, and procedures.

• Proficient in English.

• University or College degree in accounting or finance is an advantage.

• Previous experience in Credit and Collections with Governmental and Commercial customers is required.

• Proficiency in relevant software applications (e.g., Oracle E1, SAP, CForia).

• Excellent digital literacy and knowledge of Microsoft Office software (Outlook, Excel, PowerPoint).

Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.