The Financial Services Coordinator l is responsible for executing FFF Enterprises' credit and collections policies, processes, and best practices as it relates to the resolution of past due balances, order release, cash/credit resolution, and coordinating customer dispute resolution of trade receivables. This position regularly interacts with FFF Enterprises' credit, finance, sales, sales operations, customer service, and warehouse teams along with our customers, while providing WOW! Customer Service.
Essential Functions and Duties
Daily minimum average of 40 customers contacts requiring resolution (email/phone combination) and maintain accurate collection activity notes on each accounting document in SAP following the Collection Escalation Strategy.
Maintains accurate contact information in SAP, including but not limited to account payable contact, buyers and accounts payables supervisor, manager, controller or alternate senior leader at the customer's organization.
Exercise sound credit decisions on customer order release based on established policies, procedures, and best practices. These decisions will assist in the financial health of FFF Enterprises while insuring customer retention and emergent patient care.
Maintain a working knowledge of customer requirements, such as, customer contracts, letters of agreement, special terms, discounts, and other information relative to customer accounts while exercising sound judgments, related research, and resolution of customer inquiries or disputes.
Develop and maintain a collaborative working relationship with the FFF Sales Team including negotiation of customer payments, product placement, order release and invoice dispute resolution.
Maintain personal knowledge of current SAP uses and applications, while keeping informed of emerging trends and developments effecting the organization including bankruptcies, cash reconciliation, write-offs and new customer accounts.
Prepare and maintain on-time reporting requirements, including but not limited to aging analysis, collection activity notes, customer disputes, and cash/credit resolution.
Provide back-up coverage for the processing of monthly statements, daily invoices, incoming and outgoing post directed to Financial Services.
Assist in the training of new Financial Services Coordinators, attend and participate in departmental meetings, and attend and participate in job-related training and seminars as requested.
Work directly with the Financial Services leadership to effectively balance workflow.
Adheres specifically to all company policies and procedures, Federal and State regulations and laws.
Display dedication to position responsibilities and achieve assigned goals and objectives.
Represent the Company in a professional manner and appearance at all times.
Understand and internalize the Company's purpose; Display loyalty to the Company and its organizational values.
Display enthusiasm and dedication to learning how to be more effective on the job and share knowledge with others.
Work effectively with co-workers, internal and external customers and others by sharing ideas in a constructive and positive manner; listen to and objectively consider ideas and suggestions from others; keep commitments; keep others informed of work progress, timetables, and issues; address problems and issues constructively to find mutually acceptable and practical business solutions; address others by name, title, or other respectful identifier, and; respect the diversity of our work force in actions, words, and deeds.
Comply with the policies and procedures stated in the Injury and Illness Prevention Program by always working in a safe manner and immediately reporting any injury, safety hazard, or program violation.
Ensure conduct is consistent with all Compliance Program Policies and procedures when engaging in any activity on behalf of the company. Immediately report any concerns or violations.
Other duties as assigned.
Qualifications
Education, Knowledge, Skills and Experience
Required Education:
High school diploma or equivalent required.
Bachelor's degree in accounting or related field preferred.
Required Knowledge:
The Financial Services Coordinator l must possess working knowledge of credit and collection principles such as credit exposure, risk monitoring, cash reconciliation, and aging analysis as it relates to Trade Receivables.
Required Experience:
Minimum of five (5) years Credit and Collection experience, related to a tangible product, required.
Preferred Experience:
High school accounting and/or college level lower division accounting a plus.
Experience in the healthcare industry a plus.
Required Skills:
Must have strong organizational skills.
Must have a detail orientation and the proven ability to prioritize work.
Must have effective verbal and written communication skills.
Must have the ability to work with limited supervision and as part of a team.
Sound decision-making abilities.
Must have strong negotiation skills.
Must have solid analytical abilities, including objectively consider ideas and suggestions from others.
Typing skills of 60 wpm and 8,000 ten key strokes per hour; proficient in SAP and Microsoft Office Suite.
Physical requirements
Vision, hearing, speech, movements requiring the use of wrists, hands and/or fingers. Must have the ability to view a computer screen for long periods and the ability to sit for extended periods. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The employee occasionally lifts up to 20 lbs. and occasionally kneels and bends.Working condition include normal office setting.
Mental Demands
Learning, thinking, concentration and the ability to work under pressure, particularly during busy times. Must be able to pay close attention to detail and be able to work as a member of a team to ensure excellent customer service. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Must be proactive in finding solutions.
Direct Reports
No
EEO/AAP Statement
FFF Enterprises/ NuFactor is an equal opportunity employer to all and prohibits discrimination and harassment based on the following characteristics: race, color, caste, religion, religious creed (including religious dress and grooming practices), national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic conditions), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran or military status, medical leave or other types of protected leave (requesting or approved for leave under the Family and Medical Leave Act or any state protected leaves), domestic violence victim status, political affiliation, reproductive health decision-making, and any other characteristic protected by state or federal anti-discrimination law covering employment. These categories are defined according to Government Code section 12920. The Company prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.
