Sr. Financial Analyst, Account Management Financial Services

Sr. Financial Analyst, Account Management & Financial Services

US-Atlanta, GA

Hybrid role

Please note this role requires proof of vaccination or qualified exemption in accordance with required criteria if not vaccinated.

Sr. Specialist, Account Management & Financial Services provides cross-functional support for our partners. This role focuses on the critical financial aspects of the partner relationship, such as Accounts Receivable, Account Management, Dealer Enrollment, ACH setup, and Audits, etc. This role will collaborate with Operations, Client Services, Finance, and IT. In addition to sending dealer invoices and statements this role will manage the Accounts Receivable portfolio and billing resolution.

The person for this role must love client services. They must be a self-starter, have an entrepreneurial mindset, and have a basic understanding of Account Receivables, and Account/Client Services. Ideally, they will have experience in a client-facing role in a service organization.

Essential Functions:

• Accounts Receivable (Up to 25% of current time allotted) - Operations
  1. Management of dealer receivables
  2. Aged receivable follow-up and conversion

• Monthly Responsibilities include:
  • Managing the AR portfolio
    • Ensure timely cash collection
  • Billing Resolution
    • Manage Dealers disputes on contract

• Reminder emails for ACH debit that is done the last week of the month. HCI asks us to get them to the dealers a week prior to the ACH debit that is done on the 5th of each month.
• Invoice summary and reconciliation that goes to HCI for approval of the ACH debit.
• Cross-Functional Issue Resolution - Account Management
  1. Upstream data issues causing errors with contracts
  2. Invalid rate issue resolution and clean up
  3. Coordinate recovery from Earnings Curve issues
  4. Dealer optional payment research and resolution
  5. Pricing errors research and analysis
  6. Claim or Cancellation processing issues
  7. Decisioning and communication of mass contract adjustments (implications to A/R, Operations, Accounting)
• Manage Settlement Calendar or all YE and Quarterly financial deliverables
  1. Including bi-annual - reconciliation of Enhanced PDP (incentive) program (includes obtaining change orders, working to update reports accordingly, etc.)
  2. SOC I & II, Certificate of Insurance and KSOX requirements (annually)
• Oversee and Research all return check investigation and resolution, uncashed check reissuance and coordinate research as needed for any amounts to be escheated to the state based on regulatory guidelines
• Coordinate the pivot to ACH and Incentive Payments
  1. ACH Tracker
  2. Payee codes
  3. Validation/reconciliation efforts to ensure proper payments are issued (checks not generated in error)
• Oversee and coordinate with client all Incentive payments
  1. Quarterly and Monthly Rewards programs (PDP, DPR, DAI) Rewards, etc.
  2. Consolidate payment files received from client and internal teams, review for accuracy, prepare for mail distribution and ensure payments are issued on time
  3. Coordinate questions/research with cross functional team
  4. Manage monthly incentive payment calendar with client
• Goodwill tracking
  1. New reports
  2. Coordination between Acct. Mgmt., BI, CAS and IT Finance as appropriate
• Dealer enrollment - verifying completeness of documentation (e.g., W-9 to ensure 1099 compliance) - Account Management and Accounts Payable

• Coordinate with Accounts Payable annual 1099 issuance and resolution work efforts

• Document all financial processes between Acct. Mgmt. and other SGI departments and/or client
• OOB Dealer Issues w/Financial Impacts (ex. Walkaway Payments, missed payments by dealer that need to be handled via goodwill, etc.)
• Manage all aspects of the annual audit, including managing internal department responses, providing client with audit evidence and managing final SGI response
• Track and manage all Dealer Advances as outlined by the client for repayment.
• Investigate / Resolve any payment related inquiries, documents root cause and communicates actionable items for all departments
• Other duties, as dictated by departmental priorities
• Client Visits as needed
  1. Travel up to 10%

Qualifications:

• Bachelor's Degree Business or equivalent required
• 3+ years' experience of AR/Client Services experience, either client or agency side in a service role (including account/client management, project management) required
• High proficiency in MS Office (Word, Excel, PowerPoint) required
• Knowledge of general accounting principles preferred
• Experience with project management / collaborative work management software a plus (Wrike, Smartsheet, MS Project, etc.) preferred
• Must be a self-starter, able to work independently, and meet deadlines while multi-tasking in a fast-paced environment
• Strong organizational and time management skills
• Detail-oriented and positive working attitude
• Excellent interpersonal and communication skills

The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.

Company Benefits:

• Medical, Dental, and Vision Insurance
• Flexible Spending Account
• Health Savings Account
• 401(k) Plan with Company Match
• Company-paid Short-Term and Long-Term Disability
• Company-paid Life Insurance
• Paid Holidays and Vacation
• Employee Referral Program
• Employee Assistance Program
• Wellness Programs
• Paid Community Service Opportunities
• Tuition Reimbursement
• Ongoing Training & Personal Development
• And More!

About Safe-Guard Products International:

Safe-Guard Products International is the leading provider of branded vehicle protection products in the finance and insurance space to the automotive, RV, marine and motorcycle/powersports industries. We are a proud partner to Original Equipment Manufacturers (OEMs), top retailers, and independent agents across the United States and Canada. In nearly thirty years, we have grown to power a client roster of over 50 leading protection brands and protect over 16 million consumers under Safe-Guard contracts. Our success is driven by over 700 employees, who serve over 12,000 dealers and support contract holders across the U.S. and Canada.

Safe-Guard continues to experience dynamic growth and has earned a stellar reputation from our clients, dealers, and peers by providing: 1) the highest quality protection products in the industry, 2) a broad platform of branded product, technology, marketing, and training solutions, and 3) an unwavering commitment to uncomplicated care and customer service.

Safe-Guard Products International is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, marital status, disability or protected veteran status, or any other status or characteristic protected by federal, state, or local law.