Financial Services Associate - Accounts Receivable

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Job Summary

The Financial Services Associate ensures accurate processing of customer and miscellaneous payments, batches daily invoices, and assists in month-end reconciliation processes.

• Process payments received from customers through Lockbox and EFTs (electronic fund transactions) through the cash application software. This includes follow up on automated and manual processing.
• Research and resolve payments with errors in review queue. Implement resolutions to increase auto match rate at both the invoice level and the remit detail level.
• Batch invoices daily.
• Research unapplied cash and contact customer to obtain reconciliation information and obtain tax‑exempt certificates to ensure accurate A/R records.
• Perform quarterly internal sales tax audit.
• Process and apply, offset, write‑off, and dispute coding.
• Process and audit daily cash sales reporting for all branches.
• Assist in month‑end reconciliation activities for cash logs.
• Assist in credit card reconciliation.
• Act as a back‑up for customer account set up or edits, job accounts, sales tax forms, credit/rebills and pricing adjustments.

• High school degree required.
• 1‑3 years of customer service or accounts receivable experience.

• Associate’s Degree in business, finance, or accounting.
• Previous working experience using Eclipse.
• Basic to intermediate proficiency in Microsoft Excel.
• Knowledgeable in sales tax regulation.

Founded in 1948, Werner has grown from a small appliance store in downtown Neenah, WI into an award‑winning employer and leading electrical distributor with 12 branch locations in Wisconsin and Upper‑Michigan. Headquartered in Appleton, WI, we provide electrical, lighting, network, process, and inventory management solutions for a diverse group of industrial and construction customers. We are a growing, privately‑held company with over 450 employees who uphold a family culture built around exceptional customer service.

As a recent New North Workplace Excellence Award winner, we’re dedicated to the continuous improvement of our people, products, and services to ensure the long‑term success of our employees and customers. Apply today and find out why we’re a “Great Place to Work.”

• Medical, Dental, and Vision Insurance
• Short & Long‑Term Disability Insurance
• Life and AD&D Insurance
• 401(k) Retirement Plan with company match
• Paid holidays, vacation, personal, and sick days
• Pet Insurance
• Identity Theft Protection
• Accident Insurance & Critical Illness Coverage
• Tuition Reimbursement
• Annual bonuses and merit increases based on performance
• Employee Assistance Program (EAP)
• Wellness Programs
• Employee Resource Groups (ERG)
• Career Development & Leadership Training
• Paid Parental Leave

Werner Electric Supply is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.