The Data Analyst creates and submits AP files to the customer(s) for payment in line with SLA/KPIs and is responsible for interacting with customers and carriers relating to invoice processing to resolve any items which prevent completion. They escalate open items to Service Operations Manager to resolve with appropriate Calero finance resource.
Responsibilities:
- Ensure proper, timely and accurate invoice processing for assigned group of customers
- Execute customer requirements for GL Coding and Cost Allocations
- Identify if past due balances are the result of missing or misapplied payment
- Resolve past due balance with customer(s), including confirmation of payment from the customer, bank clearance, vendor received and accurate application to account
- Adhere to all required month-end processes and cut-off periods
- Work with the carrier(s) to resolve identified billing disputes, manage and resolve disconnection notices
- Validate that all batched invoices have completed payment information (Reverse AP Feed)
- Where applicable, ensure batch released and completion of funding has been successful
- Where applicable, ensure that payment(s) successfully made to carrier(s) in line with Customer SLA
- Manage and action all invoice alerts trigger within the platform and where appropriate create 'task' | 'dispute'
- Submit and track system-based alerts disputes on behalf of the customer(s)
- Link inventory information or tasks created from billing and/or provisioning details to support full and complete inventory
- Management of MACD customer files
- Work closely with Service Operations Manager to ensure alignment against customer objectives and needs
- Where required, raise helpdesk tickets to solve platform issues and follow to completion
- Perform all other duties as assigned including maintaining compliance with all company policies and procedures
Education:
- Bachelors’ degree in accounting, math or analytical related field
Experience and Training:
- 2-3 Years’ Experience in accounting, finance or data entry type roles preferred
- Excellent customer service skills
- Attention to detail
- Agility to fast paced environment
- Ability to prioritize and manage multiple responsibilities
- Demonstrates a sense of urgency and ability to meet deadlines
Technical Knowledge:
- Moderate level of problem-solving ability.
- Gathers and interprets data to solve routine problems that require verification.
- Some independent judgment required.
Calero is committed to investing in our employees and helping them advance their careers within our company whenever possible. All leaders should be encouraging career growth discussions and support their team’s growth. Employees who apply to a job internally will be considered if they:
- Meet the position’s minimum criteria
- Perform their current job satisfactorily
- Has not been subject to disciplinary action in the past 6 months
- Have held their current position for at least 1 year
- A shorter time frame will be considered only after the internal candidate has prior written approval from the VP they currently report into
Employees should notify their managers when they apply for an open job opportunity. HR will confirm eligibility with their current manager prior to scheduling an interview with the hiring manager.
If the employee has been in their current position for less than 1 year, HR will reach out to the internal candidate’s current manager and VP to gain approval prior to scheduling an interview with the hiring manager for the new role.
Calero is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with a disability.
