OVERVIEW

We are seeking a detail-oriented and analytical Financial Analyst to join our dynamic finance team. The ideal candidate will be responsible for managing collection and term compliance for Malabar’s customer accounts. The candidate will also be able to analyze financial information such as sales and receivable aging report, collection forecasts, background checks for new credit application, and customer’s financial historical performances to provide recommendation for the company and on client’s performances.

SKILLS

• Post Secondary Degree from a recognized institution.
• 10 + years work experience in accounting and finance.
• Pursuing an Accounting or Financial designation (ex. CPA).
• Proficiency in Excel for data analysis and reporting.
• Strong analytical skills with the ability to interpret complex data sets.
• Experience with Dynamics Great Plains.
• Experience within the manufacturing sector/CPG industry.
• Prior background Bar code labelling experience is a plus.
• Experience utilizing online vendor portals.
• Experience in using Credit Card online processing.
• Team work: Working effectively with others.
• Analytical Skills: Strong analytical and problem-solving aptitude. Attention to detail.
• Interpersonal Skills: Effectively communicating, building rapport, and ability to work with diverse personality types.
• Time management and organizational skills are a must.
• Commitment to continuous improvement.
  Job Type: Full-time
  Pay: $35.00 per hour
  Expected hours: 30 per week

Benefits:

• Dental care
• Extended health care
• On-site parking
• Paid time off

Schedule:

• Monday to Friday

Education:

• Bachelor’s Degree (preferred)

Experience:

• Accounting: 10 years (required)

Work Location: In person
Expected start date: 2025-02-2

• Evaluate and prepare timely collection forecasts, aging reports and other documents concerning receivable management, write status reports, and recommendations.
• Analyze customer’s historical performances and make necessary plans and proposal.
• Advise on and participate in the financial aspects of all credit application and credit term changes.
• Plan short- and long-term collection cash flows and assess sales and receivable performance at a regular basis.
• Verify daily sales invoice and collections receipts before posting, and provided weekly and monthly receivable status and analysis report.
• Assist to develop, implement and use tools for managing and analyzing revenue and receivable portfolio.
  Sales Invoicing
• Daily Posting of sales invoices
  o Match orders and raise sales invoices to be sent out to customers
  o Booking Freight, if needed
• Raise invoices for posted Blends
• Raise Credit Notes and Item Returns
  Collection Process
• Manages assigned accounts receivable portfolio of customers.
• Manage collection of credit card customers and Cashing Cheques
• Applying collections in Great Plains
• Effectively communicates with customers to answer questions, and resolve disputes, concerns and questions regarding outstanding owed amounts;
• Ensures consistent follow up through to resolution for all outstanding invoices, invalid deductions and credit balances in accordance with established timelines.
• Educate customers on various payment/billing options available to expedite payments.
• Perform account reconciliations. Recover funds relating to invalid deductions/credit note applications.
• Sends Monthly customer statements to all customers, after reconciling for accuracy;
• Participate in monthly portfolio risk reviews with Controller.
• Build strong partnerships with sales, drivers and other cross functional teams to drive results
• Timely escalate all Collection, Billing and Reconciliation issues to Controller.
• Meet core financial objectives and terms alignment for non-compliant customers.
• Complete month end and year end reporting activities;
• Prepares Collection report, summarizing all collections from the Customers per Sales Rep.
  Continuously search for opportunities to improve AR processes and reduce rework/manual work