Customer Finance Job Description

Customer Finance Job Description

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Customer finance provides leadership and direction for the Company across all Finance function, including Accounting, Credit/Collections, Controlling, Financial Analysis & Reporting, and Tax.

Customer Finance Duties & Responsibilities

To write an effective customer finance job description, begin by listing detailed duties, responsibilities and expectations. We have included customer finance job description templates that you can modify and use.

Sample responsibilities for this position include:

Key liaison point for AFS Planners for customer service activity including limit changes, customer maintenance and loan maintenance
Upholding Privacy Principles and Trade Practices Act
Issuing software licenses in accordance with sales orders, invoicing the customer and ordering of 3rd party software
Updating the Oracle Contracts Module with key information from the sales order, including for instance, bill of materials, service charges and contract duration
Provide administrative support to the Sales and Finance organizations
Track and evaluate Team performance results versus budget and forecasts and provide status updates to the Director of Sales, including an analysis of change and recommendations for plan adjustments needed to deliver team objectives
Fulfilment of Practice Finance Annual Credit Reviews including serviceability, action plan monitoring and submission to credit
Ensure that accurate and timely monthly financial results and quarterly forecasts are provided
Define and Document Policies and Procedures
Initiating the most cost effective course of action for resolving both internally and externally lodged complaints and mitigating losses for the business

Customer Finance Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Customer Finance

List any licenses or certifications required by the position: CPA, CMA, NCR, CPM, AAT, MBA, CFA

Education for Customer Finance

Typically a job would require a certain level of education.

Employers hiring for the customer finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Accounting, Business, MBA, Economics, Education, Associates, Business/Administration, Management, Engineering

Skills for Customer Finance

Desired skills for customer finance include:

Computer operating systems
Accounting principles
Local policies and legislation for credit collections
Ability to challenge constructively assumptions of commercial function leaders
Customer service
Deductions and credits
Impact of market dynamics and competitor activity
Principles
Processes and standards for integrated financial analysis and reporting
Sales

Desired experience for customer finance includes:

Minimum of four years college, including coursework in Accounting, Business Law and/or Finance, or a minimum of four years relevant experience
Commercial banking knowledge and skills including lending knowledge, Bank systems (NTBS knowledge desirable) and business processes
Capability in relationship management with a focus on cross divisional team and a broad range of stakeholders
Ability to negotiate win/win outcomes consistently – internal (Credit, Product and Bank Operations), and external stakeholders (Financial Planners,Solicitors)
Proficiency with Microsoft Excel, good knowledge of Hyperion
Minimum 3 years of experience during most recent role (including lending & relationship management) in a commercial banking environment

Customer Finance Examples

1

Customer Finance Job Description

Job Description Example
Our growing company is looking to fill the role of customer finance. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer finance
  • Managing invalid deductions that require direct customer or sales support
  • Participating in sales trade strategy discussions
  • Knowledge of FASB and SEC requirements, Generally Accepted Accounting Principles, tax reporting and accounting practices and International Financial Reporting Standards
  • Properly assess hardship requests to ascertain what, if any assistance, is most appropriate for the customer's circumstances
  • Participating positively and constructively in team meetings
  • Actively participates in Team Meetings by identifying opportunities for process improvement ideas and utilises appropriate channels of communication with the ability to convey complex issues in simplistic terms
  • Has the ability to build rapport with key stakeholders and adapt to changing environments
  • Embraces change and is supportive of assisting others in the team through the change process and has the ability to draw on available resources to quickly understand a complex business function
  • Manages time effectively and is well organised, demonstrating an ability to multi-task and accepts tasks willingly and without hesitation
  • Strong attention to detail with the ability to identify issues from an early stage
Qualifications for customer finance
  • A minimum of two years of customer finance experience, A/R, deduction management in a high volume, fast-paced environment (Manufacturing background preferred)
  • Excellent knowledge of industry drivers, company’s products, and selling skills, a demonstrated ability to exceed seven-figure annual quotas within the IT financing industry
  • SAP SD and FI experience preferred
  • Bachelor’s Degree or a minimum of five years of relevant professional experience
  • Create & maintain the Windows financial modeling for Windows customer support investments
  • Part of the team responsible for tracking of Services Purchase Orders, invoices and revenue tracking using Oracle
2

Customer Finance Job Description

Job Description Example
Our innovative and growing company is hiring for a customer finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer finance
  • Support Purchase Order tracking and invoicing process, working closely with Finance, Commercial and Support teams
  • Maintain an operational billing rhythm and consistent processes and appreciation of revenue recognition
  • Accurately maintain Customer Support Invoice records, reconcile with Revenue and Orders data
  • Ordering office supplies, processing express postal deliveries and ad-hoc filing duties
  • Assisting the CSA with annual communications informing customers of any inflation charges
  • Participate in weekly updates with the Support and Admin team
  • Missing DSD
  • Unauthorized Product
  • Tomra
  • Work closely and communicate with Chain Account Owners to ensure accurate and timely resolution of exceptions with customers
Qualifications for customer finance
  • High degree of financial competence
  • Partner other teams to identify and recommend root cause resolution
  • Meet Case Resolution Service Level Agreement Goals
  • Sample customer deductions to determine trends
  • Obtain information to facilitate unauthorized short pay collection
  • 2+ Customer Portfolio Management/Cash Collections Experience
3

Customer Finance Job Description

Job Description Example
Our company is looking to fill the role of customer finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer finance
  • Assist with finance related activities such as debits, credits, manual invoicing
  • Assist with administrative activities involved in the sale of lubricants
  • Work on resolving discrepancies related to customer solutions lubricant program and propose solutions
  • Participate in capturing and tracking financial information including extracting information from financial systems
  • Extract/download data from a myriad of internal data sources and organize in pivot, charts, tables to create useful, practicable information
  • Other finance related duties/projects as assigned
  • Co-ordinate the budget/forecasting process for Customer Experience Finance
  • Successful completion and review of the annual/strategic budget process for Customer Experience
  • Proactively chasing to the Customers to ensure invoices are received and the payment is in progress
  • Managing and resolving the collection of aged receivables for assigned customers
Qualifications for customer finance
  • Proven success in working autonomously
  • Proven strong team and organizational skills
  • Demonstrates strong influence skills
  • BA/BS degree in finance, accounting, business, economics, or related field
  • Excellent knowledge of SAP very good knowledge of MS Office (Excel)
  • Demonstrated skills in leadership, problem solving, communications, and project management
4

Customer Finance Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of customer finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer finance
  • Guarantee on-time completion of customer releases, perform account and/or financial analysis, provide guidance on credit lines, collect credit approvals, assist in credit reviews, provide Receivable reporting and perform review of specific payment modalities
  • Co-operate with the Collections team in the Wroclaw Shared Service Centre when required
  • Direct Return On Investment / Customer Profitability Analysis including partnering with cross-functional teams to run large customer pricing analysis including estimating Operating Profit and ROI of the deal
  • Meetings with various business partners to provide financial updates (large customer trends for forecasting & planning), discuss business trends, and future direction of the business including strategic initiatives to drive revenue growth and optimize profitability
  • Ensure incoming billing and receivable queries from customers are answered and resolved in a professional and timely manner
  • Monitor team performance and ensure consistent and high quality service standard
  • Manage customer escalation and complaints and take charge of resolution
  • Work closely with other customer accounting teams cross functional teams to ensure proper handling of queries and complaints
  • Prepare performance statistical reports and initiate actions for continuous improvement​
  • Engage developing, updating and analyzing the Japan KO System by-channel P&L
Qualifications for customer finance
  • High proficiency required in use of Microsoft Excel
  • In pursuit of a Bachelor’s Degree at an accredited university
  • Must have a minimum GPA of 3.0 or higher after 30 credited hours
  • Work with others in a Team / Office environment
  • Advanced organizational skills and the ability to see the big picture, to drive delivery of results and plans through the various CEX finance teams
  • Ability and foresight to drive continuous improvement of finance processes, driving efficiencies across the team
5

Customer Finance Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of customer finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer finance
  • Support DFR/DME/OPEX budget management for customer and channel team
  • Perform ad hoc analysis/simulations and prepare presentation materials for management decision support
  • Manage and execute financing discussions / negotiations with banks, independent dealers, key customers
  • Support any other ad hoc projects assigned
  • Provide advice and counsel to Customer Business Team on trade spending policies and procedures
  • Set up and maintain comprehensive and accurate billing records, including current customer information
  • Bill transactions on a timely basis and within month/quarter/year end deadlines
  • Research and solve license management issues including software product upgrades and trial/evaluation licensing
  • Work with Collections team to resolve any billing issues and generate credit memos or revised invoices
  • Generate third party licensing
Qualifications for customer finance
  • Minimum 5 years of progressive finance experience, including experience related to financial forecasting and budgeting, financial analysis
  • Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in accurate manner
  • Ability to understand key business issues driving financial results
  • Minimum of a University Degree is required, a major in finance, accounting and/or business focus is preferred
  • Bachelor’s degree in Accounting, Adminstration, Languages,…
  • Minimum of 2-3 years practical experience in a multinational finance environment

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