Financial Services Analyst

Werner Electric Supply; Appleton (WI); On-site; USD 62,000 - 94,000; Full time

Job summary

Werner Electric Supply is seeking a Financial Services Analyst - Credit who will manage collections and assess credit risks for business accounts. This full-time role requires a high school degree and 3-5 years of customer service experience. Join a company that values individuality and professional growth.

Benefits

Medical and Dental Insurance

401(k) Retirement Plan with company match

Paid holidays, vacation, personal, and sick days

Tuition Reimbursement

Annual bonuses based on performance

Qualifications

• 3-5 years of customer service experience required.

Responsibilities

• Manage the overall collection and reconciliation for business accounts.
• Service accounts to ensure timely payment of A/R balances.
• Analyze credit reports to determine credit worthiness.

Skills

Customer Service

Analytical Skills

Education

High school degree

Job description

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Be Yourself. Build Your Career. Be Exceptional Together.

At Werner Electric Supply, we’re more than an electrical distributor — we’re a community that empowers people to grow, innovate, and truly make a difference. Our culture celebrates individuality, encourages creativity, and values each person’s voice; creating a space where you can be yourself, connect with others, and build a meaningful career. We believe in balance and flexibility, so you can thrive both professionally and personally. Together, we can make an impact and build something exceptional for our customers, families, communities, and each other.

Summary: Manage the overall collection, reconciliation, and credit risk for business accounts. The Financial Services Analyst will recommend new credit and extensions of credit through research and analysis of credit reports, industry credit group information and credit references.

Minimum Requirements

• High school degree required
• 3-5 years of customer service experience
  
  

Duties & Responsibilities

• Manage the overall collection, reconciliation, and credit risk for portfolio of assigned accounts.
• Service assigned accounts with required documentation and customer contact to ensure timely payment of account receivable (A/R) balances. This includes resolving deductions and dispute resolution through extensive communication with sales, customer service, and customers.
• Complete credit reviews on assigned accounts to determine if appropriate credit lines are set and to minimize credit risk to the company. Escalate concerns and risks to supervisor.
• Analyze and interpret credit reports by Dun & Bradstreet (D&B) and Experian for new applications and determine credit worthiness based on Werner’s Commercial Credit Policy.
• Follow and adhere to Werner’s Commercial Credit Policy, standards of work and work instructions for Analysts.
• Monitor department general email box and respond to requests or forward as appropriate.
• Prepare standard daily, weekly, or monthly reports as needed.
• Evaluate tax exemption certificates to determine exemption status for orders and accounts.
  
  

Company Overview

Founded in 1948, Werner Electric Supply has grown from a small appliance store in downtown Neenah, WI into an award-winning employer and leading electrical distributor with 12 branch locations in Wisconsin and Upper-Michigan. Headquartered in Appleton, WI, we provide electrical, lighting, network, process, and inventory management solutions for a diverse group of industrial and construction customers. We are a growing, privately held company with over 450 employees who uphold a family culture built around exceptional customer service. As a recent New North Workplace Excellence Award winner, we’re dedicated to the continuous improvement of our people, products, and services to ensure the long-term success of our employees and customers. Apply today and find out why we’re a “Great Place to Work.”

• Employee Benefits
• Medical and Dental Insurance
• Short & Long-Term Disability Insurance
• Life and AD&D Insurance
• 401(k) Retirement Plan with company match
• Paid holidays, vacation, personal, and sick days
• Pet Insurance
• Identity Theft Protection
• Accident Insurance & Critical Illness Coverage
• Tuition Reimbursement
• Annual bonuses and merit increases based on performance
• Employee Assistance Program (EAP)
• Wellness Programs
• Career Development & Leadership Training
• Vision
• Paid Parent Leave
  
  

Werner Electric Supply is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Wholesale

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