FS Operations Analyst

The Operations Analyst is responsible for data analytics to provide business intelligence and designing, implementing, maintaining, and enhancing new and existing system applications of Scan Source, Inc.’s ("Scan Source") Financial Services ("FS") team worldwide. The individual in this position will work closely with FS, business unit personnel, and Information Technology ("IT") personnel to determine relevant requirements and be involved in design reviews, systems testing, and data modeling on complex projects.

This person will stay current with emerging technologies and apply prior experience to design and develop new applications, including enhancing FS tools through the integration of AI-driven capabilities and operational efficiencies across systems, processes, and risk assessments. The position will assist in analyzing results of and assist in implementing improvements for credit risk assessment utilizing commercial credit bureau reports and/or customer provided financial statements, along with internal Scan Source information.

It will also require a working knowledge of trade credit underwriting functions including business relationships, risk assessment, resolution of past due balances, underwriting, financial statement analysis, collateral and security arrangements, bad debt reserve, and recovery of doubtful accounts.

Responsibilities include the administration, coordination and management of routine and ad hoc operational activities. Function as the primary liaison with Scan Source IT and FS third-party software providers on behalf of the FS team including but not limited to:

• Submit and manage tickets to completion on behalf of the FS team regarding systems, commercial credit bureau reports, data analytics, and other ad hoc requests.
• Provide periodic communication to FS team on the progress of FS IT tickets.
• Assist in the alignment of account portfolios for team members
• Data Management
  • Support the management of scheduled and ad-hoc operational activities, including daily, weekly, monthly, and quarterly tasks.
  • Help collect, clean, and preprocess large datasets from various sources.
  • Ensure data integrity and accuracy through rigorous validation techniques.
  • Assist in extracting, preparing and analyzing data for the benefit of FS Leadership (e.g., proper alignment of account portfolios within the FS team, Financial Review reports, call queue activity, etc.).
• Business Insights
  • Collaborate with cross-functional departments to understand their analytical needs and provide data-driven recommendations.
  • Translate complex data findings into actionable insights and strategic recommendations.
  • Reviewing and requesting proper approval for vendor invoices in a timely manner.
  • Extract, prepare and analyze data for the benefit of the FS Leadership.

Support and maintain the existing applications including benchmarked data and provide business intelligence through existing and ad hoc reporting.

• Updates and enhances existing applications.
• Deliver ad hoc reports on demand from existing database.

Responsibilities include exhibiting confidence in self and others and providing leadership, guidance and direction to other FS team members regarding basic processes and procedures and fielding general requests/questions on behalf of the FS team regarding day-to-day responsibilities. The individual will inspire and motivate others to perform well, effectively influence actions and opinions of others, give and accept feedback and look for ways to encourage team growth.

• Provide guidance to FS team members through daily interaction on business issues and in organized group settings (e.g., department meetings, training sessions).
• Ensure compliance to guidelines and procedures in adherence to Sarbanes-Oxley requirements and work cooperatively to address and resolve any potential findings.
• Encourage team members to implement process improvements and to identify potential inefficiencies within existing processes.
• Set an example for the FS team by putting the needs of the team above one’s own interests and demonstrating a strong work ethic and positive attitude.
• Communicate and coordinate with FS Leadership to ensure consistency within the team.

Assist with the development and implementation of process improvements to promote efficiencies and improve customer experience.

• Rethink, redesign, and implement business processes to achieve…