Financial Services Associate - Accounts Receivable

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 (accounts receivable) records.
• Perform quarterly internal sales tax audit.
• Perform applies, offsets, write‑offs, 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, pricing adjustments and portal invoicing.

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

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

• 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.