What are the responsibilities and job description for the Finance Specialist position at M2 Logistics?
The Finance Specialist is responsible for managing customer payments, ensuring customer/carrier satisfaction, and handling administrative tasks. This role involves sending payment reminders, following up with customers on overdue balances, and investigating payment discrepancies in collaboration with other departments. The Finance Specialist will also set up new customers, process invoices through customer portals, handle credit card payments, and perform various Accounts Receivable duties. Additionally, the position includes providing backup support to other departments, processing carrier settlements, obtaining necessary paperwork, resolving issues, and addressing inquiries.
Who Is M2?
M2 Logistics is a privately held logistics provider founded in 2001. M2 was formed and prides itself on meeting the needs of our customers through a relentless discipline of our core values. M2 has remained resolute in being large enough to leverage a complete suite of logistics services yet structuring the execution teams to remain small enough to offer a personal touch.
The Position
- Identify delinquent accounts and communicate via email or telephone with the customer regarding expectations of payment. Place collections calls and/or correspondence to customers related to past due accounts receivable.
- Process cash receipts to include Check, ACH and Credit Card
- Answer finance department main phone line and handle finance inquiries
- Work the Highway (Logistics tool) email box to verify information updated correctly
- Address/Factor/QuickPay/TriumphPay – update as necessary
- Review shipments on hold, with missing paperwork and request missing items from appropriate parties
- Review and update shipments that are ‘Pay when Paid’ and ‘Bill without Paperwork’
- Respond to carrier payment inquiries
- Provide support in account creation, troubleshooting portal issues, and conducting research to resolve customer inquiries or improve processes.
- Monitor and manage the department’s email inbox, ensuring timely and efficient responses to inquiries, prioritizing urgent matters, and distributing messages to appropriate team members for action.
- Provide customer service regarding collection issues including providing customers with documentation related to their account in a timely manner.
- Other Accounting/Finance department work as assigned
- Coverage for employees who are out of office
- Assistance in other areas when workloads require additional help
Why should you apply?
- Fun and energetic work environment
- Work/Life balance is a core value of the M2 Logistics organization
- Lack of bureaucracy – more empowerment
- Pride in ownership
- Servant leadership – no barriers
- Caring/compassionate owner – trickle down effect
- A really cool HR team you get to work with
