About InfinitO: As a top Business Process Optimization solutions provider we partner with the worlds fastestgrowing companies in Financial Services Healthcare and Technology offering datadriven solutions and providing strategic advantage.
Our company specializes in business process optimization for 18 years now with a worldclass Net Promoter Score of 71 delivering powerful technology and highperformance teams within our highly engaged and agile culture.
Key Responsibilities:
- Auditing Functions
- Maintain portfolio of accounts with hitting targets and maintaining KPI s
- Audit and verifies information in Trimble product stack Synergize Great Plains (internal systems) as well as any customer facing software to ensure that the outstanding arrears and/or delinquencies are valid and accurate
- Perform adjustments through Synergize with supporting back up for the write off or rebill with root causes and solutions to avoid the errors from re occurring
- Prioritizes course of action based on dollar amount and/or delinquencies outstanding prior history of the account multiple accounts if applicable
- Keep up to date on 3rd party sites for customers in your portfolio
- Records comprehensive information of all contact correspondence and collections action in Great Plains
- Prepares reconciliations of accounts
- Auditing over payments/duplicate payments and preparing Cheque Requisitions as needed for duplicate or over payments repayment back to customers
- Other Functions
- Preparing weekly projections to ensure we are on target for resolution of arrears & managing the % past terms and DSO
- Preparing of adjustments in a timely fashion & accurately with back up to support the request of credit memo or rebill (voids & debits)
- Advise of any customer changes that will affect the ability to be paid timely or cause discrepancies (i.e. reference masking updates address changes or contact changes)
- Monitor payment trends to ensure no changes
- Understanding of all invoicing methods.
Requirements
Essential (MUST HAVE)
- College degree or equivalent work experience in collections
- 23 years experience
- Good in Microsoft Excel
- Critical thinking
- Problem solving skills
Desired (Plus but not a requirement)
- Experience in logistics industry an asset
- Experience with Microsoft Great Plains an asset
College degree in Finance, Accounting or related field of study 3-6 years of work experience; Investment Management Accounting experience Microsoft Office: Word and Excel are a must - required Experience in Geneva and Black Mountain Systems is preferred