Account Analyst

Job Title: Customer Account Lifecycle Analyst

Location: Hybrid, local to Malvern, PA. Requires 1-2 days in the office.

Duration: 12 Months Contract

Standard hours: 8 AM - 5 PM, Monday to Friday.

Overview

For the position of Customer Account Lifecycle Analyst to manage a territory’s asset records for the lifecycle of the contract and/or T&M service events to ensure accurate books and records and enhance customer satisfaction..

What are the 5 must-have skills for this position?

1. Background in accounting or finance.

2. Ability to learn quickly and adapt to processes.

3. Proactive in identifying issues and solutions.

4. Understanding complex processes and issues, with a lot of training and learning material.

5. Networking and collaboration skills, experience working with large teams and consistent volume.

6. Analytical skills for root cause analysis.

What are your nice-to-have skills for this position?

• Experience with SAP, Click tools, scripting, PowerBI, automation software.

Responsibilities

Your Role:

• You will own the order-to-invoice relationship with external customers for asset, service contract and T&M events.

• You will lead improvement and digitalization projects within the organization leveraging tools like Robotic Process Automation, PowerBI, and Winshuttle

• You will build relationships with internal customers such as Sales Reps, Regional Service Managers; Performance Controlling to effectively manage assigned territory.

• You will collaborate with Collections department as needed to facilitate payment from customers for disputed invoices

• You will conduct and support problem research using CAPA processes and RCCA (Root Cause & Corrective Action) tools and methodologies

• You will understand IFRS rules and research booking activity to determine appropriate action to resolve discrepancies.

Your Expertise:

• We will consider all levels of experience (BS/BA in business or related field preferred)

• Experience with process improvement, digitalization, project management or similar functions.

• Analytical skills, with ability to apply problem solving techniques, creativity, and critical thinking to drive continuous improvement

• Understanding of basic accounting and finance principles.

• Ability to work with business analytics tools, conduct data analysis and recommend solutions

• Proficient with MS Office tools (Excel required; PowerApps preferred)

• Strong interpersonal skills and ability to communicate and work with all organizational levels

• Strong change management capabilities·

Experience:

• 4 years Knowledge: Deep professional know-how and experience in one Sub Job Family.
• Masters domain. Transfers and applies know-how to / in various contexts.
• Solid professional judgment and problem solving competence. Improves existing processes and approaches