Customer Account Financial Analyst

Posted 2 Days Ago
Be an Early Applicant
Edmonton, AB
23-25
Entry level
Design
The Role
The Customer Account Financial Analyst manages invoice entries, resolves billing discrepancies, prepares reconciliation reports, and collaborates with internal teams to improve processes and maintain professionalism.
Summary Generated by Built In

Company:Finning Canada

Number of Openings:1

Worker Type:Temporary (Fixed Term)

Position Overview:The Customer Account Financial Analyst is responsible for entering invoices into customer portals. Handling any rejected invoices, following up with any missing corresponding back up. Working with internal departments to resolve any billing errors.
This is a Temporary, Full-Time role for a duration of 18-months.
What we can offer you:
· Great people and place to work with a hybrid work opportunity
· For this position, the hourly rate is between $23/Hr to $25/Hr. This range reflects our commitment to providing competitive compensation that aligns with industry standards and your qualifications.

Job Description:

Major Job Responsibilities:

Invoice Entries

  • Reviewing previous days billing, ensuring the correct backup is included for entry into external AP portals. 
  • Investigate and resolve any discrepancies
  • Work with branches, Shared Service and Customer Account Rep to clean up old unpaid invoices.
  • Daily analysis and reporting on invoicing status
  • Daily entries of invoicing transactions into the customer’s AP system

Reconciliation Report

  • Ensure tracking report is updated daily with detailed notes
  • Ensure nothing goes beyond the set KPI goals

Working with internal and external customers

  • Requesting invoice back up
  • Process Improvement/Automation
  • Enabling new customer in AP portals
  • Representing the company in an ethical and professional manner and maintain confidentiality

Education & Experience:

  • Post-secondary education in related discipline considered an asset
  • Previous office or administrative experience considered an asset
  • Previous experience in Accounts Payable software systems (i.e. Open Invoice, Ariba, SAP, Open Ticket also considered an asset)
  • Knowledge of Smart Office, Salesforce, On-Demand, DBS, M3 would be considered an asset

Specific Skills:

  • Strong attention to detail
  • Ability to prioritize, work in a fast-paced environment and independent problem solving
  • Strong written and verbal communication skills
  • Solid organizational, interpersonal and customer service skills
  • Ability to continuously learn and develop related skills
  • Proficient with MS office applications and internal systems
  • Understand and adhere to Finning policies and procedures, including safety

At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.

Top Skills

Accounts Payable Software Systems
Ariba
Dbs
M3
Ms Office Applications
Open Invoice
Salesforce
SAP
Smart Office
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The Company
9,874 Employees
On-site Workplace
Year Founded: 1933

What We Do

Finning is the world's largest Caterpillar dealer delivering unrivalled service for over 90 years. We sell, rent and provide parts and service for equipment and engines to customers in various industries, including mining, construction, petroleum, forestry and a wide range of power systems applications.

Since 1933, when Finning was first established in Canada by Earl B. Finning, our name has conveyed integrity, reliability and resourcefulness. Over the years, the company has grown as a result of a genuine commitment to earning customer loyalty.

With our broad product support infrastructure and unmatched service capabilities, we deliver solutions that enable customers to achieve the lowest equipment owning and operating costs while maximizing uptime.

Finning employs over 13,000 people world-wide and operates in three geographies, with the head office in Vancouver, Canada.

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