Financial Services Associate Accounts

JOB REQUIREMENTS: Description Be Yourself. Build Your Career. Be Exceptional Together. At Werner, we're more than an electrical distributor - we're a community that empowers people to grow, innovate, and truly make a difference. Our culture celebrates individuality, encourages creativity, and values each person's voice; creating a space where you can be yourself, connect with others, and build a meaningful career. We believe in balance and flexibility, so you can thrive both professionally and personally. Together, we can make an impact and build something exceptional for our customers, families, communities, and each other. Job Summary The Financial Services Associate ensures accurate processing of customer and miscellaneous payments, batches daily invoices, and assist in month-end reconciliation processes. Essential Functions 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. Required Qualifications High school degree required. 1-3 years of customer service or accounts receivable experience. Preferred Qualifications 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. Company Overview 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... For full info follow application link. 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. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/8ED2FA36DB504DAB