IBM Utility Cash Analyst in GREENSBORO, North Carolina

ROLE: To provide accurate and timely application, research, and resolution to unapplied payments on customer accounts ACCOUNTABILITIES: Cash Resolution: 60%

  • Understand and use business systems including: Oracle, Enterprise Reporting Tool (ERT), and ArcTree (case tracking system)

  • Understand all Cash Team sub-team functions

  • Identify the most efficient method of cash application to apply customer payments

  • Analyze customer payment trends and provide cash profile changes to increase system application

  • Communicate effectively with customer, field partners, and internal teams to obtain information to assist in residual cash application

  • Research suspense, unidentified, and driver payments to transfer receipts to the correct accounts

  • Research and correct misapplied payments to reduce to customers and account portfolios impacts

  • Research and process administrative paperwork and requests

  • Use reporting tools to assist in applying residual cash

  • Maintain complete and accurate documentation within Oracle and ArcTree

  • Understand Oracle customer hierarchy set-ups and cash profiles

  • Identify bank opportunities and process invoice adjustments

  • Identify Optical Character Recognition-compatible remit and recommend cash profile updates

  • Identify training opportunities and process improvements for customers

  • Effectively manage ArcTree queue to meet goals

  • Prepare Excel-based data files for automated processing

    Customer Service: 25%

  • Act in the best interest of the customer

  • Consistently have positive and informative interactions with sub-teams, customers, and partners

  • Research hierarchy opportunities and take corrective action to link customer accounts and bank information appropriately

  • Make outbound calls necessary to build positive relationships and gather information to assist with residual cash application

    Teamwork: 10%

  • Achieve team goals

  • Achieve trade statement team goals to provide accurate statements for customers

  • Flex to assist other sub-teams

  • Partner with Trade Collectors to resolve opportunities

    Individual Development Plan: 5% REQUIREMENTS:

  • High School diploma

  • Highly-effective interpersonal & communication skills (oral and written)

  • Strong team and organizational skills

  • Results-oriented

  • Advanced proficiency in Access and Excel; moderate proficiency in Word and Outlook

  • Knowledge of AR Software

  • Basic financial accounting knowledge

  • Flexible business hours (M-F); Saturday work (once every 4 weeks) may be required

  • High School diploma

  • Highly-effective interpersonal & communication skills (oral and written)

  • Strong team and organizational skills

  • Results-oriented

  • Advanced proficiency in Access and Excel; moderate proficiency in Word and Outlook

  • Knowledge of AR Software

  • Basic financial accounting knowledge

  • Flexible business hours (M-F); Saturday work (once every 4 weeks) may be required

GPS-Fin&Admin