Accounts Receivable + Business Analyst

$55,000 - $75,000/Yr

L.M Neef And Associates - Oregon City, OR

Full-time - Mid Level

Oregon City, OR

51-100 employees

About the position

Our dynamic, customer-centric office needs a versatile Accounts Receivable + Business Analyst. This role offers a unique blend of responsibilities, including national account order processing, accounts receivable cycle, technical resources for reporting, and managing electronic workflows, including website maintenance. We're looking for an energetic professional who takes pride in wearing multiple hats and can prioritize and execute against deliverables and timelines of numerous competing priorities in a team environment. We work in a casual atmosphere, mainly supporting our teams' operations. Must have a keen attention to detail and the ability to follow through with communications until resolution is achieved. In this position, you will be responsible for managing National Accounts, which includes collecting PO requests from multiple delivery methods such as customer portals, email, and Excel spreadsheets. You will review vendor guides for customer requirements and company implementation, import and audit order data into Sage, and handle collections and dispute resolution. Additionally, you will manage and monitor customer portals, ASN, and invoicing for National Accounts via EDI/Web Portals. Reporting and data management are also key components of this role. You must be able to import and export large amounts of data to/from Excel, design reports using Crystal Reports for sales and management requests, and create/run reports of sales data using national accounts sales data. Year-end commission report management will also be part of your responsibilities. As the contact for Sage Administration, you will manage CRM, including troubleshooting, screen modifications, and grid management, as well as website maintenance, troubleshooting, and item and price management. This position requires excellent written and verbal communication skills, research and statistical analysis capabilities, and the ability to assemble and organize data and record-keeping effectively.

Responsibilities

• Collect PO requests from multiple delivery methods including customer portal, email, and Excel spreadsheets.
• Review vendor guides for customer requirements and company implementation.
• Import and audit order data into Sage.
• Manage collections and dispute resolution.
• Monitor customer portals ASN and invoicing for National Accounts via EDI/Web Portals.
• Import and export large amounts of data to/from Excel.
• Design reports using Crystal Reports for sales and management requests.
• Create/Run reports of sales data using national accounts sales data.
• Manage year-end commission report.
• Serve as the contact for Sage Administration and CRM management, including troubleshooting and modifications.
• Maintain website, troubleshoot issues, and manage item and price updates.

Requirements

• 3 years of experience in statistical analysis.
• 2 years of experience in accounting.
• Proficiency in Microsoft Excel for data management and reporting.
• Ability to navigate customer portals and set up EDI.
• Excellent written and verbal communication skills.
• Experience writing Crystal Reports.

Nice-to-haves

• Experience in a customer-centric environment.
• Strong problem-solving skills.
• Ability to work in a team-oriented atmosphere.

Benefits

• Health insurance
• Dental insurance
• Paid time off
• Paid sick time