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Financial Services Analyst

Employer
Werner Electric Supply
Location
Appleton
Salary
Competitive

View more

Financial Services Analyst

"A Great Place to Work."

As a Financial Services Analyst at Werner Electric Supply, you ll join a growing and innovative distributor of electrical products, services, and solutions that consistently ranks as one of the top electrical distributors nationwide. As an employee of Werner Electric Supply, we re committed to improving you and our workplace. You ll receive training and development, recognition for your hard work and successes, and opportunities to volunteer so you can positively-impact our customers and community. You matter to us, and we strive to retain our employees by providing career options, strong benefits, and a competitive compensation package.

Summary: This role will provide excellent and effective communication to both our sales team and our customers, ensuring a free and regular exchange of information between sales and the Financial Services team. The Financial Services Analyst will proactively work with sales to ensure growth of our business while minimizing risks, respond timely to both internal and external customers providing a positive customer experience, and recommend new credit and extensions of credit through research and analysis of credit reports, industry credit group information and credit references.

Minimum Requirements

Strong customer service skills with the ability to communicate effectively (written and oral) at all levels of an organization required.
High School Diploma or equivalent required. Additional training or education preferred.
1+ year(s) of customer service experience supporting internal or external customers in a corporate/B2B environment preferred.
1+ year(s) of relative experience in finance, accounting, or related field preferred.

Essential Duties and Responsibilities

Review files to select delinquent accounts for collection efforts.
Evaluate customer records and recommend that accounts be closed, credit limits be reduced or extended, or collection attempted based on earnings and data, payment history, and purchase activity of customer.
Confer with representatives of credit associations and other businesses to exchange information concerning credit ratings and forwarding addresses.
Able to read and interpret credit reports by D&B and Transunion as backup.
Review orders on credit hold every half hour and back up other Wisconsin Credit Analyst when that person is out.
Follow Werner Electric Supply collection guidelines for making collection calls.
Compile freight spreadsheets for certain ERS and EFT customers.
Prepare standard daily, weekly, or monthly Accounts Receivable reports as needed.
Approve/increase customer credit lines up to $25K without Credit Manager s approval.
Other related duties as assigned.

Company Overview

Founded in 1948, Werner Electric Supply has grown from a small appliance store in downtown Neenah, WI into an award-winning employer and leading electrical distributor with 11 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 culture built around exceptional customer service. As a recent New North Workplace Excellence Award winner, we re dedicated to the continuous improvement of our people, products, and services to ensure the long-term success of our employees and customers. Apply today and find out why we re a "Great Place to Work."

Employee Benefits

Medical and Dental Insurance
Short & Long-Term Disability Insurance
Life and AD&D Insurance
401(k) Retirement Plan with company match
Paid holidays, vacation, personal, and sick days
Pet Insurance
Identity Theft Protection
Accident Insurance & Critical Illness Coverage
Tuition Reimbursement
Annual bonuses and merit increases based on performance
Employee Assistance Program (EAP)
Wellness Programs
Career Development & Leadership Training

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.

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