Location
Home office | Brazil
Job description
Required:
- Bachelor degree in Accounting/Finance/Business Administration or two years relevant working experience within credit and financial management disciplines.
- Strong communication skills and ability to relate well to all levels of management.
- Must be fluent in the English language and able to read, write, speak, and comprehend.
- Must be highly proficient in computer software applications (Microsoft Office: Excel and Word) and demonstrated ability to learn mainframe applications.
Preferred:
Summary:
- The Financial Analyst will be located in Brazil while supporting the Canada and United States operations.
Essential Job Duties:
Accounts Receivable:
- Responsibilities include the administration of ScanSources accounts receivable within an assigned portfolio of sales partners.
- Establishes and maintains a positive relationship with sales partners to expand the sales partners purchasing power by responding quickly and effectively to requests to maintain a superior customer experience with ScanSource. Communicates with sales partners to resolve past due invoices via payment and research sales partners assertions related to claims and deductions for timely resolution.
- Interviews existing sales partners as necessary to determine trade credit limit requirements by obtaining pertinent information for underwriting while recognizing valuable information, which may assist ScanSources sales efforts. Reviews and analyzes sales partners accounts for completeness and obtains additional information as required for timely and accurate order processing.
- Analyzes creditworthiness of existing sales partners to determine acceptable levels of risk. Autonomous signature authority up to amounts listed in the FS Approval Authority Levels. Amounts exceeding the individuals authority will be recommend to a Financial Manager, FS or Director, FS for approval.
- Inputs data from various sources into electronic Scoring Model including but not limited to financial data, trade credit report scores, and various other historical performance measures. Analyzes the business data in order to discover and understand historical patterns with a focus on predicting and improving business performance in the future.
- Maintain control of past due conditions through consistent and timely follow-up within a large specific portfolio in short term investments consisting of accounts receivable, while exercising sound business judgment when evaluating sales opportunities to marginal risk accounts.
- Interact routinely with middle and upper management of internal and external sales partners (i.e., President, Chief Financial Officer, Controllers, etc.) to promote sales partner goodwill when involved in difficult or adversarial communications. Take the initiative to resolve the issue and/or recommend an action plan to FS Leadership designed to provide a solution and follow through to completion.
- Prepare monthly management reporting for accounts with defaults exceeding ten thousand dollars ($10,000.00) for utilization by FS Leadership.
- Effective utilization of operational systems (i.e., SAP, FIS, Electronic Customer Files, etc.) and guideline and procedures.
- Generate and/or actively maintain account activity (i.e., Electronic Customer File and/or FIS History Notes, etc.) for sales partners within portfolio to insure proper documentation related to collection activity as governed by Fair Debt Collection Act.
- In extreme cases, may choose to recommend swift actions (i.e., Third Party Recovery) for debt recovery with recommendation that the account be referred to legal counsel for legal actions.
- Follow up the refund request by proper research and recommend issuance of customer refund checks to finalize account closure.
- Attend FS education and training activities as needed.
- Regular attendance is an essential function of the Financial Analyst I position.
Supports FS Leadership:
- Support the administration, coordination, monitoring and reporting of operational performance to FS Leadership to ensure operational effectiveness and efficiencies.
- Compiles and evaluates data for benchmarking, credit score validation, and daily/monthly/quarterly reporting.
- Maintains close communication with ScanSource personnel (i.e., FS team, sales teams, etc.) to ensure adequate professional services for both external and internal customers.
- Update accounts information daily or as needed into existing systems (i.e., SAP, FIS, and Electronic Customer File).
- Supports FS Leadership by identifying and providing relevant information related to changing trends on a sales partners account (i.e., change in financial condition, change in payment patterns) discovered during daily activities.
- Notify FS Leadership of red flags (i.e., changing trends in sales partners financial condition) in preparation of quarterly Bad Debt Reserve report.
- Assist with internal compliance audits and provide requested information to ScanSource, Inc.s internal auditor.
- Communicates effectively with other FS team members assigned to accounts within the team through financial reviews, activity logs, and other means of communication.
Process Effectiveness and Efficiencies:
- Assists with the development and implementation of continuous process improvements through productive feedback related to guidelines and procedures to promote additional operational efficiencies, more rapid order processing, and improved customer experiences. This incorporates the automation of the sales partner application decision and approval process.
- Properly documents procedures to allow for adequate and efficient back-up coverage to ensure compliance with internal controls.
- Other duties as assigned.
Job tags
Salary
