Financial Services Associate - Accounts Receivable

Werner; Appleton (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) Retirement Plan with company/m

Paid holidays, vacation, personal, and

Wellness Programs

Job summary

Werner Electric Supply in Wisconsin is seeking a Financial Services Associate to ensure accurate processing of customer payments, batch daily invoices, and assist in month-end reconciliation.

You will handle payments via Lockbox and EFTs, research errors, apply cash, and support accounts receivable tasks across multiple branches.

The role offers a collaborative environment with opportunities to grow in a family-oriented company.

Qualifications

• 1-3 years of customer service or accounts receivable experience is required.
• High school degree is required.

Responsibilities

• Process payments from customers via Lockbox and EFT using cash application software.
• Research and resolve payments with errors in the review queue and improve auto-match rate.
• Batch invoices daily and research unapplied cash with customers for reconciliation.
• Assist in month-end reconciliation activities and in credit card reconciliation.
• Act as back-up for customer account setup/edits, taxes, pricing, and portal invoicing.

Skills

Customer service

Accounts receivable

Cash application

Microsoft Excel

Education

Associate’s Degree in business/finance/accounting

Tools

Eclipse

Job description

Be Yourself. Build Your Career. Be Exceptional Together.

At Werner, 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.

Job Summary

The Financial Services Associate ensures accurate processing of customer and miscellaneous payments, batches daily invoices, and assist in month-end reconciliation processes.

Essential Functions

• Process payments received from customers through Lockbox and EFTs (electronic fund transactions) through the cash application software. This includes follow up on automated and manual processing.
• Research and resolve payments with errors in review queue. Implement resolutions to increase auto match rate at both the invoice level and the remit detail level.
• Batch invoices daily.
• Research unapplied cash and contact customer to obtain reconciliation information and obtain tax-exempt certificates to ensure accurate A/R (accounts receivable) records.
• Perform quarterly internal sales tax audit.
• Perform applies, offsets, write-offs, and dispute coding.
• Process and audit daily cash sales reporting for all branches.
• Assist in month-end reconciliation activities for cash logs.
• Assist in credit card reconciliation.
• Act as a back-up for customer account set up or edits, job accounts, sales tax forms, credit/rebills, pricing adjustments and portal invoicing.

Required Qualifications

• High school degree required.
• 1-3 years of customer service or accounts receivable experience.

Preferred Qualifications

• Associate’s Degree in the areas of business, finance, or accounting.
• Previous working experience using Eclipse.
• Basic to intermediate proficiency in Microsoft Excel is preferred.
• Knowledgeable in sales tax regulation.

Company Overview

Founded in 1948, Werner 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, Dental, and Vision Insurance
• Short & Long-Term Disability Insurance
• Life and AD&DD 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
• Employee Resource Groups (ERG)
• Career Development & Leadership Training
• Paid Parental 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.