Sales Financial Assistant
HutchinsonAbout the role
Include the following. Other duties may be assigned.
- Prepare invoice packages for submission to customer; prepare internal invoice packages
- Submit invoices to customer and distribute internally to finance
- Follow-up in customer portals for invoice status / progression (if required, help tickets to customer need to be submitted)
- Post all records with invoice information (invoice log, Program Financials, JMS, internal excel files, Invoice Schedule/Open Monies)
- Maintain invoice record files
- Download payment info from customer portal; Post payment information to all of above and update records if required
- Download Tooling Purchase Orders and Prototype or Misc Purchase Orders from the customer portals (some are received directly from Director of Sales)
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Qualifications may be waived by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Automotive supplier / OEM experience preferred but not required
- Thorough and precise problem-solving and analytical skills to help resolve internal issues or errors identified in the analysis process
- Strong ability to understand the PO, invoicing and pricing process
- Strong Microsoft Office skills; Teams, Excel, Word, & OneDrive
- Excellent verbal and written communication skills to communicate internally and to the customer
- Time management and multitasking skills in order to handle multiple tasks and customer at once
- Strong organizational skills and attention to detail
- Some financial experience or background preferred
Ability to use word processing, spreadsheet applications. Must be familiar with internet research, Microsoft Office software, and the use of e-mail.
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.
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. While performing the duties of this job, the employee is regularly exposed to moving mechanical parts. The employee is occasionally exposed to fumes or airborne particles; toxic or caustic chemicals. The noise level in the work environment is usually moderate.
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 walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The employee must frequently lift and/or move up
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