Financial Settlement Representative - Invoicing
AI Summary
A Financial Settlement Representative audits and approves shipper invoices, reviews billing processes, manages carrier aging reports, and works to reduce DSO and DPO through accurate financial transactions and process improvements.
About this role
We are seeking a strategic and detail-oriented Financial Settlement Representative to join our fast-moving Financial Operations Team. In this role, you’ll be pivotal in enhancing the financial interactions between our Shipper Sales and Carrier Procurement teams, with the aim of reducing Days Payable Outstanding (DPO) and Days Sales Outstanding (DSO). Your expertise in handling exceptions, managing document workflows, and implementing process improvements will be key to streamlining our operations. With your knack for problem-solving and effective communication, you'll ensure financial transactions are settled accurately and efficiently, reinforcing our commitment to operational excellence. Join us in a role that's not just about crunching numbers — it’s about crafting a financial framework that upholds our promise of delivering a seamless experience to our shippers and carriers.
WHAT YOU GET TO DO:
Audit and approve shipper invoices
Review shipper billing process with accuracy, ensuring compliance with customer requirements
Manage fast-paced, high-volume customer accounts
Understand and diagnose what the billing problem is, and how to resolve it
Provide detailed review of carrier’s aging report
Work in tandem with the rest of the financial settlement team to reduce our Days Sales Outstanding and Days Receivables Outstanding Metrics
YOU HAVE EXPERIENCE:
3+ years of experience in financial operations and accounts receivables.
Hands-on experience with TMS and audit provider systems.
Proven experience in Excel.
EDI (Electronic Data Interchange) invoicing experience
Excellent communication and cross-team collaboration skills.
Strong proactivity and problem-solving skills with high attention to detail.
Comfortable with daily manual data entry and system updates.
Candidate has a history of staying at companies for a long period of time (2+ years).
Ability to manage multiple priorities in a fast-paced environment.
Bachelor's degree in Accounting, Finance, or a related field.
Process improvement mindset.
Plus
Logistics or transportation industry experience.
Skills
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