Job Title:
Sr. Financial Operations Analyst
Location:
US-GA-Atlanta (Sandy Springs)
FLSA: Exempt Job Overview:The Sr. Financial Operations Analystis aclient-facing role that will serve as the internal and external subject matter expert (SME) for three accounting processes: Accounts Payable, Accounts Receivable and Client Accounting Services. This role will also serve as the SME for how data for these areas flow within the company’s Financial Systems, in addition to relevant data flow and interface with external Partner Financial systems and processes. Job Responsibilities:Accounts Payable (AP):Work closely with the AP Manager and AP team to maintain a proficient understanding and execution of the following internal AP processes associated with supporting the Key Partner Account: All program activities related to accounts payable function, including month-end accruals, billing/AR, GL account and bank reconciliations, as well as internal auditing.
- Check approval process for incentive payouts and other activity for Key Partners
- Invoicing process, ensuring accuracy and completeness.
- Vendor database and record keeping process: accurate and timely vendor record updates; documentation and process flows for program.
- Spearhead triage efforts to resolve any potential issues involving commission payouts.
- Reconciliation Process for supplier statements and discrepancy resolution.
- Monthly close of accounts payable; ensure unprocessed/outstanding invoices & expenses are properly reconciled.
- Assist with resolving related inquiries for the Key Partner account: 1099s and any other tax filings.
- Research and recommend new technologies or processes to improve accounts payable efficiency.
- Assist where and when needed to ensure quality and timely execution of month-end, quarter-end, and year-end close for Key Partner account.
Accounts Receivable (AR)This position supports the Manager, Accounts Receivable & Collections in the following areas:
- Collection activities; fielding and resolving customer inquiries, concerns, issues; monthly and periodic reporting; account analysis and reconciliations; monitoring and reporting on at-risk or on slow paying customers
- Work with SGI AR HCI Team to communicate any issues or problems to the client
- Periodic review of accounts with Manager
- Document daily follow-up communication including details on account status
- Ensure the collection of outstanding balances meeting company set guidelines for >60 days and >90 days.
- Completes weekly/monthly reports as required
- Highlights/Flags more serious accounts to Manager
- Liaise with internal and external Accounts Receivable teams reps to identify process improvements
- Understand process flows and documentation related to AR process for client and work on process improvements for the flows with AR and IT
- Uses company systems to complete required follow-up on accounts.
- Notify client and other involved parties of overdue payments and accounts by telephone, e-mail
Client Accounting Services (CAS)
- This position supports the program and Manager by the subject matter expert in Client Accounting Services (CAS), working with internal Client Accounting Services team to ensure timely delivery of reporting and other deliverables to assigned Key Partner account (s)
- Understanding CAS and being able to speak internally and externally on any issues or projects related to system
- Helping resolve issues related to CAS or leading project requirements related to CAS system
- Maintaining and understanding process flows and other documentation relevant to CAS
- Assist when and where needed with month-end, quarter-end, year-end close relevant to CAS and reporting for Key Partner account(s)Financial Systems:
- Work as the single point of contact for the Key Partner account(s), within the internal Financial Systems team.
- Work through individual issues with the Financial Systems team.
- Serve as Consultant to Key Partner Account representatives on internal financial system processes, functionality, and performance relevant to ongoing operations and continuous improvement opportunities. Ability to communicate effectively with technical and non-technical personnel.
- This role will plan, organize, lead, and communicate the various aspects as the Accounting Services lead with key interface with Key Account representatives, IT, internal accounting teams, and Sr. Leadership.
Essential Functions:Serve as subject matter expert on all accounting services matters including but not limited to confirming month-end, quarter-end and year-end closing processes and deadlines are met to Key Partner expectations.Evaluate Key Partner requests for new accounting services or reporting requirements to determine appropriate course of action. This may require negotiation with the client on expectations, working with other departments to implement solutions, and/or offering alternative solutions to meet objectives.Drive process improvements by identifying and developing more efficient procedures and use of resources while maintaining a high level of accuracy.Identify requirements for accounting reports or system changes necessary to deliver all accounting services for client partners.
Audit delivered reports to ensure accuracy and resolve discrepancies identified before reports are put into production.Approve checks for incentive payouts and other activity for client partners.Review bank reconciliations for clients’ disbursement accounts established for claims andCancellation refunds.Communicate with client partners to resolve issues; obtain support from other departments as required to meet client needs.
Job Requirements:
- Bachelor’s degree in Accounting or Finance
- 8+ years of related accounting experience
- Advanced knowledge of Microsoft Excel, familiarity with SQL, and effective at using both to analyze data
- Experienced in accounting software. Great Plains preferred
- Strong analytical skills and understanding of US GAAP
- Experience in contract management systems a plus
- Excellent communication, organization, time management and prioritization skills necessary to be effective in a fast-paced work environment
- 3+ years of payables, and receivables or reconciliation experience with high transactional volume with excellent understanding of accounts receivable aging, trend analysis, DSO calculations and other metrics, allowance for doubtful accounts analysis and collection practices.
- Prior experience with insurance and reinsurance accounting preferred
- Prior public accounting or internal auditing experience preferred
- Must be authorized to work in the U.S
- Must be able to successfully pass a background check
Company Benefits:
- Medical, Dental, and Vision Insurance
- Flexible Spending Account
- Health Savings Account
- 401(k) Plan with Company Match
- Company-paid Short-Term and Long-Term Disability
- Company-paid Life Insurance
- Paid Holidays and Vacation
- Employee Referral Program
- Employee Assistance Program
- Wellness Programs
- Paid Community Service Opportunities
- Tuition Reimbursement
- Ongoing Training & Personal Development
- And More!
About Safe-Guard Products International:
Safe-Guard Products International is the leading provider of branded vehicle protection products in the finance and insurance space to the automotive, RV, marine and motorcycle/powersports industries. We are a proud partner to Original Equipment Manufacturers (OEMs), top retailers, and independent agents across the United States and Canada. In nearly thirty years, we have grown to power a client roster of over 50 leading protection brands and protect over 16 million consumers under Safe-Guard contracts.
Our success is driven by over 700 employees, who serve over 12,000 dealers and support contract holders across the U.S. and Canada.Safe-Guard continues to experience dynamic growth and has earned a stellar reputation from our clients, dealers, and peers by providing: 1) the highest quality protection products in the industry, 2) a broad platform of branded product, technology, marketing, and training solutions, and 3) an unwavering commitment to uncomplicated care and customer service.Safe-Guard Products International is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, marital status, disability or protected veteran status, or any other status or characteristic protected by federal, state, or local law.
