Financial Services Specialist II

Job Purpose

Our Financial Services Coordinator will be responsible for carrying out accounting clerical duties associated with a specific accounting function.

Job Responsibilities

Research and resolve customer disputes and issues.Gain access to and enter invoices for customers so we can obtain payment via a third party invoicing system.Consistent follow up to insure customer information requests have been satisfied and commitments have been met.Document all customer collection contacts (both internal and external), specifically promises to pay, agreements and information requests.Maintain customer contact (via phone and e-mail) regarding delinquent invoices, credit memos, invalid deductions, on account payments, customer disputes and terms discrepancies.Collect relevant information that is needed to affect payment, including obtaining copies of invoices, proofs of delivery, credit memos, details from a DFR and on account payments.Monitor a specific portfolio of accounts and initiates action to facilitate on-time payment of invoices and to recover delinquent receivable.Establish and maintain positive relationships with customers both internal and external.

Additional Responsibilities & Qualifications

Reconciliation of account balances including following up on unauthorized short payments as well as any over payments. (Unless being worked by Deductions team)Identify and reconcile sales tax deductions by either collecting these deductions or securing the required exemption certificate.Process credit card payments as required and be sure they are approved.Ability to develop strategy while engaging effective tactics for consistent acceptable results.Assist with the accurate application of any unidentified cash payments.General understanding of accounting as it relates to accounts receivable principles.Strong customer focused orientation. Establish and maintain positive relationships with customers both internal and external.Strong organizational and project management skills.

Work Experience

Strong customer service skills (friendly, courteous and helpful).Basic experience of simple office/operational systems.Proficient with Microsoft Office Suite.Excellent verbal, written, people, and diplomacy skills are required.Proficient with Microsoft Office Suite.Basic experience of simple office/operational systems.Strong customer service skills (friendly, courteous and helpful).

Education

Bachelor's Degree Preferred

What We Offer

Engaging and inclusive culture with employee lead Employee Resource Groups, Veritiv Cultural Alliance, recognition platform, etc.Extensive training opportunities, professional development programs, career pathing, and mentorship opportunities.Collaborative atmosphere with our customers and suppliers to create healthier, safer and more sustainable communities through our responsible operations and innovative solutions.Healthcare benefits and 401k with match start date of hire, paid time off and parental bonding time, tuition reimbursement, annual Profit-Sharing Program and much more! Learn more here.

Veritiv Corporation, headquartered in Atlanta, Veritiv is a leading provider of design-to-delivery packaging, print, and facility solutions. With a diverse team and global reach, we’re helping businesses cut costs, reduce waste, and improve efficiencies that make doing business easier. For more information, visit www.veritiv.com and connect with the Company on LinkedIn.

Veritiv is an Equal Opportunity/Affirmative Action employer.

EEO Policy US | EEO Policy Mexico

This description does not attempt to define the job's essential functions as defined by applicable disabilities law.