Lead Analyst - O2C Trade Credit (Accounting)

Position Purpose :

Lead Analyst, Trade Credit serves as a strategic and innovative partner focused on supporting business growth, as part of a world-class controllership organization.

The Lead Analyst is responsible for the day-to-day activities for Order to Cash (OTC) specifically related to our Pro Trade Credit business.

The Lead is responsible for leading senior associates (individual contributors) and is accountable for driving the activities of the senior associates, ensuring excellent customer service, and continuous improvement of processes and delivery.

This role partners with internal teams and external business partners such as our customers and the Credit, Treasury, and Pro teams to help resolve discrepancies, solve problems, and constantly improve the trade credit processes.

This role needs foundational accounting skills in accounts receivable, cash, and reporting.

As a Lead, you will drive the execution in collaboration with your team on departmental and strategic projects, collaborate with project / product managers, and balance your own workload.

This role is expected to present continuous improvement insights and recommendations to managers and leaders as well as execute on some of these improvements.

In addition, this role will collaborate with cross-functional teams, requiring effective communication skills, and the ability to manage competing priorities in a fast paced environment.

Key Responsibilities :

• 5% Collaboration - Leverages prior experiences to help develop and recommend solutions
• Effectively develops trust and collaboration with internal customers and cross-functional teams in other towers
• Collaborates with appropriate team members to gather input and feedback concerning business needs
• Understands the technical needs required for successfully tackling business problems
• 75% Operational Duties - Execute required tasks related to the delivery of the OTC tower
• Work coordinately with other teams providing or receiving information as needed
• Support work that needs to be done with internal or external customers.
• Interprets data contained in reports and ledgers
• Provides advice and analysis to increase the efficiency and improve the tasks that are done
• Supports the work of more junior analysts
• Resolves issues and problems related to their job function.
• Executes month end / year end processes
• Monitor and works towards meeting KPIs and SLAs defined for the area
• Assists FBS manager with building and interpreting analysis for providing insights to the business
• 15% Project Management & Team Support - Work with project teams and business partners to complete project goals
• Helps prioritize assignments and ensure quality and accuracy of work
• 5% Skill Building & Professional Development - Seek further knowledge on key developments and trends within finance (e.

g., analytics, intelligent automation, robotics)

Participate in the continuous improvement of financial shared services processes and tools

Direct Manager / Direct Reports :

• This Position typically reports to Lead Analyst, Manager or Sr. Manager
• This Position has 0 Direct Reports

Travel Requirements :

Typically requires overnight travel less than 10% of the time.

Physical Requirements :

Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles.

Working Conditions :

Located in a comfortable indoor area. Conditions could produce mild discomfort on occasion.

Minimum Qualifications :

• Must be eighteen years of age or older.
• Must be legally permitted to work in the United States.

Preferred Qualifications :

• 2-4 years of relevant work experience
• Proficient in Microsoft Office Suite or related software as well as other accounting software programs.
• Thorough understanding of accounting and / or finance principles and practices, statistical methodology, generally accepted accounting principles, and generally accepted auditing standards
• Ability to work independently and complete work on schedule within a fast-paced environment
• Ability to anticipate work needs and interact professionally with customers
• Excellent organizational skills and attention to detail
• Strong analytical, problem solving, and research skills
• Experience with data analytics / data visualization
• Experience with different innovative technologies like RPA, Machine Learning, Artificial Intelligence and Blockchain is highly desired
• Ability to prepare and present clear, concise administrative and financial reports

Minimum Education :

The knowledge, skills and abilities typically acquired through the completion of a high school diploma and / or GED.

Preferred Education :

No additional education

Minimum Years of Work Experience :

Preferred Years of Work Experience :

No additional years of experience

Minimum Leadership Experience :

None

Preferred Leadership Experience :

• None
Certifications :
• None
• None

Competencies :

• Action Oriented
• Nimble Learning
• Collaborates
• Cultivates Innovation
• Instills Trust
• Optimizes Work Processes
• Builds Networks
• Communicates Effectively
• Customer Focus
• Drives Results
16 days ago