Financial Services Analyst
Mexico, Distrito Federal
hace 4 días

Job Description :

Principal Accountabilities

Collects to terms negotiates payment plans; may need to elevate cash flow problems according to mgmt reporting structure.

Takes appropriate action such as credit hold, placement with collections; ability to work independently done with little or no guidance.

  • A / R disputes works with customer to determine reason (s) for non-payment of invoices and queries the specific invoice(s) for action by the Reconciliation Associate;
  • works on disputes that have been researched by the Reconciliation Associate and collects outstanding balance if applicable.

  • Credit AR exposure, facilitating sales and managing risk by reviewing order release and customer master file; releasing orders as appropriate;
  • setting limit or order release based on research; elevating to CFSS, CFSM or FRA as necessary. Identify bad debt and set reserve.

    Process improvement identify root causes, recommend and implementing solutions. Establish / update best collection practices.

    Acts as a technical specialist on certain types of transactions and provides guidance and assistance to junior members of the team related to this.

    Demonstrate independent thinking and work with little or no direction. May need guidance or approval on highly complex issues.

    Assists junior members of team in moderately complex situations.

    Job Complexity

    Has developed specialized skills or is multi-skilled through job-related training and considerable on-the-job experience

    Completes work under moderate supervision

    Likely to act as an informal resource for colleagues with less experience

    Identifies key issues and patterns from partial / conflicting data

    Takes a broad perspective to problems and spots new, less obvious solutions

  • Experience / Education
  • Typically requires a 2 year degree and 3 5 years of experience or High school graduate with equivalent related experience.

    May require specific certifications.

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