1030 W. Hamlin Road, Rochester, MI 48309

Job Listings

Financial Analyst

Location: Atlanta, Georgia
Date Posted: 03-06-2018
Job Description
Set up, monitor and maintain customer’s license, maintenance and professional services agreements to ensure the accurate and timely billing of such.  

Primary Responsibilities
  • Analyze contracts and confer with various departments to detect ambiguities, inaccurate statements or omissions of essential terms or information.
  • Set up order and invoicing and maintain updates to license, maintenance and consulting agreements in designated customer database.
  • Monitor expiring renewal agreements to ensure that any contractual requirements around proper notification to the client are met. Calculate the correct fee for the upcoming renewal term and determine invoice amount and maintenance term. 
  • Provide support to the sales team by researching agreements and client maintenance history as requested as well as consulting engagement progress.
  • Update tracking schedules for maintenance cancellations, maintenance reductions, and maintenance “at risk” on an ongoing basis.
  • Submit customer change requests in sales order system as necessary.
  • Enter new license and support fee contracts in sales order system.
  • Process license and support fee invoices for new agreements and annual renewals in sales order system.
  • Participate in consulting project updates and have this information reflected accurately in the system. 
  • Assist with collection on past-due accounts (assigned accounts), research and process customer claims of invoice payment.
  • Participate in special projects related to this area in additional to day-to-day activities.
  • Other duties may be assigned to support the organization and its goals.
  • Education and/or Experience
  • Bachelor's degree (B. A.) from a four-year college or university in Accounting or Finance-related major. 
  • One to two years related experience in one or more of the following areas are considered a significant plus: SAP Sales Order Processing, Salesforce.com Data Entry, or Software Industry experience.
  • Language Skills
  • Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
  • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
  • Ability to write speeches and articles for publication that conform to prescribed style and format.
  • Ability to effectively present information to top management, public groups, and/or boards of directors.
  • Reasoning Ability
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Physical Demands
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is frequently required to stand, walk, sit, and talk or hear.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision.
  • Work Environment
  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The noise level in the work environment is usually moderate.
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