FS Financial Analyst I

Summary:

The Financial Analyst I analyzes existing sales partners' business model and financial capacity to maximize the sales partner's purchasing power and ScanSource, Inc.'s ("ScanSource") revenue opportunities.

Work with sales partners, Customer Service Department, and sales unit personnel to properly analyze past due accounts receivable balances, determine actions for prompt resolution, and direct daily activities to support prompt release of orders referred to Financial Services ("FS").

The Financial Analyst I will accomplish these goals through regular discussions with sales unit personnel, sales partner interviews, analyzing financial statements, reviewing public information, payment history, and explores potential collateral alternatives when necessary.

Responsibilities include the administration of ScanSource's benchmarking database as related to sales partners to ensure that the appropriate terms of sale and trade credit limit are offered to provide flexible financial services that are adaptable to the sales partner's changing needs - now and in the future.

Additionally, the Financial Analyst I will enhance the benchmarking database to expand business intelligence for the sales units and early identification of potential sales growth opportunities.

The Financial Analyst I will ensure their compliance with FS guidelines and applicable commercial credit laws to maximize ScanSource's profitable recovery opportunities within predetermined authority.

Essential Job Duties:

Accounts Receivable:

Responsibilities include the administration of ScanSource's accounts receivable within an assigned portfolio of sales partners.


* Establishes and maintains a positive relationship with sales partners to expand the sales partner's purchasing power by responding quickly and effectively to requests to maintain a superior customer experience with ScanSource.

Communicates with sales partners to resolve past due invoices via payment and research sales partner's assertions related to claims and deductions for timely resolution.


* Interviews existing sales partners as necessary to determine trade credit limit requirements by obtaining pertinent information for underwriting while recognizing valuable information, which may assist ScanSource's sales efforts.

Reviews and analyzes sales partners accounts for completeness and obtains additional information as required for timely and accurate order processing.


* Analyzes creditworthiness of existing sales partners to determine acceptable levels of risk.

Autonomous signature authority up to amounts listed in the FS Approval Authority Levels.

Amounts exceeding the individual's authority will be recommend to a Financial Analyst II, Financial Analyst III, Manager, FS or Director, FS for approval.


* Inputs data from various sources into electronic "Scoring Model" including but not limited to financial data, trade credit report scores, and various other historical performance measures.

Analyze...