Customer Finance Team Lead

Knauf Insulation North America is the world's fastest-growing insulation manufacturer. We are wholly committed to the conservation of the environment while also sustainably developing and manufacturing a comprehensive line of acoustical fiberglass insulation for residential, commercial, industrial, marine, OEM and metal building applications, using post-consumer recycled materials.

We welcome passionate and creative individuals who thrive in an entrepreneurial, collaborative and ever-changing environment.

We know how important your health, wellbeing, and financial strength is to you. To support you, we provide affordable benefits for you and your family members.

"Supporting all aspects of the individual — self, health, wealth and community”

Our benefits include:

• Onsite Free Clinic
• Medical, Dental, Vision – starting on day one!
• Virtual Medical Services
• 401(k) Retirement Plan (earn 100% matching on your first 6% and fully vested day one)
• Paid parental leave
• Company paid life insurance
• Vacation time to enjoy getting away
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Plus, more!
  
  

Growth opportunities available!

Apply online or contact us to hear why our employees appreciate being part of the Knauf family!

Summary of Position:

The Customer Finance Team Lead will support Knauf’s strategic customers through all phases of customer maintenance including identifying and resolving billing issues, driving monthly collection targets, proactively monitoring for credit limits, and delivering exceptional customer service. A successful individual will be self-motived and someone who can recognize how processes can improve and effectively implement positive changes. The candidate must also be able to build strong cross-functional relationships and demonstrate exceptional organizational skills and attention to detail, as this will earn trust with customers to facilitate timely payment.

Responsibilities

• Provide exceptional customer service while interfacing with customers, sales representatives, and management. Notify sales personnel of potential problem accounts, blocked orders, and reconciliation issues such as short pays, short ships, and tax issues. Investigate these differences and process claims accurately and timely, while providing copies of invoices to customers.
• Maintain customer relationships by responding timely and accurately to both internal (company) and external (customer directly) questions and requests for information. Make periodic on-site customer visits to build rapport and resolve account differences.
• Call customers and schedule resolution sessions to understand the procure-to-pay cycles of customers and keeping detailed notes in the collection tools. Provide weekly/monthly updates to management.
• Recognize and improve processes for positive changes throughout the organization.
• Monitor credit limits, identify and perform credit analysis utilizing credit reports, customer references, financial statements, and other reliable information to monitor and evaluate credit limits to make recommendations on credit limits to the Credit Risk Manager.
• Create, manage, and administer rebate accruals (conditional, non-conditional, promo and functionals) from Customer Sales Agreements to establish appropriate parameters for accruing, while having accuracy and timeliness of credits.
• Run aging reports and work reports to resolution for the assigned territory. This includes aging reports, unapplied cash reports, short pay reports, unapplied credit reports, aged items over 30 days and miscellaneous project related reports.
• Enter approved pricing into SAP timely and accurately to ensure accurate and timely billings and statements to customers both electronically and manually.
• Administer, analyze and communicate all forms of pricing (e.g., day-to-day, job, contract, on-invoice adjustments, etc.) using product hierarchy, material pricing groups, and customer hierarchy between Sales Force and SAP.
• Responsible for maintaining up to date exemption certificates received by customers and ensuring customer accounts are set-up properly for taxation purposes.
• Provide rebate reporting to management and other ad-hoc reporting.
• Create, update and maintain department work processes manual. Assist with training credit personnel on process changes, new account procedures, and new business segments/customers. Providing support and leadership for other Customer Finance Specialist.
• Meet or exceed monthly and yearly key performance indicator goals as set by management.
• Maintain customer confidence and protect operations by keeping information confidential.
• Drives the highest levels of employee retention and engagement to ensure a sustainable workforce.
• Fosters a culture of innovation, collaboration, and accountability within the organization.
• Instills an environment of inclusion, where all employees feel that they can contribute and impact the company in a positive manner.
  
  

Qualifications

Education:

• Associate's Degree in Accounting, Finance or related field; and
  
  

Experience:

• Minimum (3) years of collections, credit and / or accounts receivable experience
  
  

Knowledge, Skills and Abilities:

• Knowledge of ERP systems; preferably SAP
• Computer skills in a MS Windows environment; Advanced Excel skills; Proficient in Word and PowerPoint
• Ability to travel approximately 5-10% of the time
  
  

It is the policy of Knauf Insulation to provide equal employment opportunities to all qualified persons without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, protected veteran status or any other protected characteristic prohibited by applicable law.