What are the responsibilities and job description for the Financial Analyst position at BASYS Processing?
Summary
Maintain a positive work atmosphere by behaving and communicating in a manner consistent with the mission, vision and values of the organization while providing world class service. Prepare analysis and Schedule A billing documents for sales staff.?
Duties & Responsibilities
Essential Functions
- Determine customers' merchant services needs and prepare and review analysis and Schedule A documents for sales team to present.?
- Track weekly and monthly progress of all sales reps with regards to incoming statements, estimated profitability retained during analysis process.?
- Track incoming statements and turnaround time.?
- Provide sales management with weekly and monthly detailed reports on Alliance and Banking team progress with bids in the pipeline.?
- Prepare and calculate monthly commission and EOM reports from First Data information.?
- Process commissions to payroll and create payments for bank shares by deadline.?
Additional Responsibilities
- Review business trends to advise customers regarding expected fluctuations.?
- Make presentations on financial services to groups for training.?
- Update and maintain bidding/interchange training section of sales manual.?
- Notify sales team of interchange/pricing changes.?
Requirements
- Strong communication, both written and verbal?
- Great active listening skills?
- Exceptional interpersonal and rapport building skills?
- A patient and empathetic attitude?
- Strong time management and organizational skills?
- Adaptability and flexibility?
- Comfortable working in fast-paced environments?
- Troubleshooting skills?
- Computer Excel literacy
Education & Experience
- Associates or Bachelors Degree Preferred?
- A minimum of 1 year experience?in accounting, finance/banking?
- Intermediate to Advanced Excel Skills Preferred?
- Proficiency in Microsoft Office Suite, CRM?
Basys provides technology and payment integration solutions for businesses across the country and Canada. We treat our team, clients, and vendors like people, not numbers. Basys is proud to maintain the industry leading Net Promotor Score and a 90% customer retention rate of clients that continue to process, in an industry where retention rates often average closer to 70 to 75%. We feel that this is a perfect example of how our customer-oriented business model sets us apart.
Basys is an equal opportunity employer
