Financial Analyst

Ultipro; Kalamazoo (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

Ultipro in Kalamazoo is seeking a Financial Analyst to manage day-to-day accounts receivable processing, cash applications, and reconciliations to support accurate financial reporting. The role collaborates with Sales and Customer Experience teams and helps drive process improvements in the AR function.

The ideal candidate has 1-3 years of AR experience, a Bachelor’s degree in accounting or related field, and strong Excel skills. Manufacturing experience and Infor M3 ERP familiarity are a plus.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• 1-3 years of accounting/AR experience.
• Strong account reconciliation and analysis skills.
• Proficient in Microsoft Office (Word, Excel, pivot tables).
• Strong verbal and written communication skills.
• Excellent organizational and time management skills.
• Demonstrated ability to work both within a team and as an individual contributor.
• Ability to interact effectively with all levels of staff, including senior management.
• Familiarity with controls and testing.
• Previous manufacturing experience.
• Experience with Infor’s M3 ERP.

Responsibilities

• Manage invoice-to-cash processes including cash application, customer collections, customer credit limits and invoicing processes.
• Resolve payment issues for delinquent customer accounts.
• Perform analysis of customer balances to monitor delinquent accounts and propose allowances and actions.
• Reconcile and analyze designated general ledger accounts monthly.
• Prepare and distribute customer statements monthly.
• Support efforts to accelerate the accounting close process and automation projects.
• Support Sales and Customer Experience teams in timely credit hold analysis.
• Interact professionally with management and other departments.
• Recommend, build and maintain best-in-class AR processes.
• Other tasks assigned by the Accounting Manager.

Skills

Account reconciliation

Analytical skills

Communication skills

Time management

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft Office

Infor M3 ERP

Job description

The Financial Analyst is an integral part of the finance and accounting function in Kalamazoo. This role is responsible for day-to-day accounts receivable processing, including the timely collection of customer payments and reconciliation of general ledger accounts. Through these activities, the Financial Analyst helps ensure accurate financial reporting and supports the organization's overall financial health.

• Manage invoice-to-cash processes including cash application, customer collections, customer credit limits and invoicing processes.
• Resolve payment issues for delinquent customer accounts.
• Perform analysis of customer balances to monitor and identify any delinquent accounts and propose respective allowances and course of action.
• Reconcile and analyze designated general ledger accounts monthly.
• Prepare and distribute customer statements monthly.
• Support team in continuing efforts to accelerate the accounting close process, along with automation projects and process improvement initiatives.
• Support Sales and Customer Experience teams in timely analysis and determination of credit holds
• Interact professionally and collaboratively with management and other departments.
• Recommend, build and maintain best-in-class AR processes.
• Other tasks assigned by the Accounting Manager.

Qualifications:

Required

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field
• 1-3 years of accounting/AR experience
• Strong account reconciliation and analysis skills
• Proficient in Microsoft Office, especially Word and Excel (formulas, pivot tables, etc.)
• Strong verbal and written communication skills.
• Excellent organizational and time management skills to prioritize and multi-task workload.
• Demonstrated ability to work both within a team and as an individual contributor.
• Ability to interact effectively and cooperatively with all levels of staff, including senior management.
• Familiarity with controls and testing
• Previous manufacturing experience
• Experience with Infor’s M3 ERP

Travel Required

No .

Preferred

Bachelors or better in Accounting.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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