Finance/Customer Service Generalist in Hart, Michigan at Peterson Farms Inc

Primary responsibility is acting as a liaison between customers and our company; while performing duties assisting with order entry, data entry, invoicing, billing, and account maintenance transactions in a timely and accurate manner as a member of the Sales/Customer Service team working in conjunction with the Finance Department.

RESPONSIBILITIES

• Recognizes, reconciles, and corrects mismatched billing data based on established
• business rules.
• Monitors and tracks billing transactions to ensure efficient and accurate
• processing.
• Ensures the timely processing of all billing transactions.
• Issue billing adjustments.
• Interface with internal customer service on customer inquiries.
• Assist in analysis and allocation of inventory to customer contracts.
• Complete and assist in managing and process contractual changes.
• Assist in Accounts Receivable collections with customers.
• Communicate billing issues with the technical department and leadership to
• ensure timely resolution.
• Identifies operational root causes and expected outcomes for billing issues.
• Documents billing issues/improvements for resolution/change implementation.
• Other duties as assigned.

OTHER SPECIFIC KEY INFORMATION

• INVOICING
  1. Perform a daily reconciliation of previous-day's shipping Bills of Lading
  2. (BOLs) against customer service order packets to ensure data accuracy.
  3. Verify batch report data for accuracy in pricing, quantity, and dates to
  4. prepare shipped orders for the invoicing process.
  5. Invoice shipped orders, print and email to customers.
  6. Complete invoice process on specific customer portal/EDI programs.

• K12 ADMINISTRATION
  1. Upload direct ship customer invoices.
  2. Processing rebate forms for payment and uploads on K12.
  3. Complete transfer requests.

• AR DEDUCTIONS
  1. Researching deductions taken off payment.
  2. Reviewing deductions for accuracy.
  3. Coding remittance to be sent back to AR for processing credits.

QUALIFICATIONS

Education

• High school graduate or equivalent required.
• Associates Degree preferred.

Work Experience

• 1-2 years of billing, accounting, and finance experience
• 2+ years of customer service and/or general office experience preferred
• Prior Experience with data quality processes, system audits or invoice reconciliation
• Familiarization with EDI transaction processing desirable

Skills and Knowledge

• Ability to work in a fast-paced, deadline oriented environment
• Strong organizational, interpersonal, communication and analytical skills
• Highly attentive to detail
• Intermediate Microsoft Office skills (Excel, Word, Outlook)

Supervisory Responsibilities

• None

BEHAVIORAL REQUIREMENTS

As part of a team-based work environment, must be able to demonstrate the following Job Competencies:

Job Competencies

• Team Orientation – Shows skill and ease at working in groups; works with others to achieve better results and forges close working relationships and alliances to get things done; is quick to cooperate versus expect others to bend to his/her wishes; supports joint ownership and shared recognition for results; recognizes advantages of group participation in planning and problem solving.
• Attention to Detail – Committed to exactness and precision in task completion; identifies, pays attention to, and works to understand details; thorough and consistent in following up at detail level; seeks to become expert in disciplines related to adopted career path to ensure quality and precision in work; takes pride in knowledge base and level of expertise.
• Takes Personal Responsibility in Individual Contributor Role – Demonstrates attitude and commitment to take personal responsibility for results, even when in team environment with no authority over others; will step up to fill gaps so results can be assured; avoids excuses as explanations or defending/justifying negative but preventable outcomes.
• Reliability/Dependability – Responds to internal customer needs, questions, and concerns in accurate and timely manner. Follows through on commitments, assignments, and tasks; is at work when scheduled; takes timely breaks/lunches; uses work time wisely.
• Respects Diversity – Respects the Company’s diverse workforce, and behaves in a manner that does not cause harm to others based on age, race, ethnicity, gender, sexual orientation or religious believes.
• Adaptability – Has ability to focus on the benefits of change and see it as positive; approaches change or newness in constructive, objective manner, views change as learning opportunity; able to deal with frequent change, delays, or unexpected events.
• Positive Working Relationships – Listens to others without interrupting; keeps emotions under control; remains open to others’ ideas and tries new things; shares information and knowledge; demonstrates a high level of integrity and honesty.
• Focus – Maintains focus on tasks and does not stray from job assignments.

ENVIRONMENT/PHYSICAL DEMANDS

• Noise level in work environment is moderate; Standard office setting.
• Eye, hearing, hair nets, bump hats, lab coats may be required.

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Reasonable accommodations may be made to enable persons with disabilities the ability to perform the essential responsibilities and results.