Senior Analyst - Cash Applications & LTC

Rabat

CDI / Temps pleinSur siteLicence / Bac+3AnglaisFinanceServices financiers

L’essentiel du poste

Résumé par Postule AI

Senior Analyst role focused on cash application processing and customer payment reconciliation within CRM and cloud-based financial systems. Responsibilities include processing payments, reconciling accounts, generating compliance reports, and providing customer support through LTC-Collections and Helpdesk platforms. Ideal for professionals with foundational knowledge of cash application processes, CRM systems, and data analytics tools seeking to advance their career in financial operations and customer service.

Vos missions

  • Process customer payments using CRM and cloud-based cash application tools with accurate invoice application and system recording.
  • Reconcile customer accounts in financial platforms by identifying discrepancies and implementing corrective actions.
  • Generate reports on cash application activities using data analytics tools to support audit and compliance requirements.
  • Address cash application inquiries through LTC-Collections and Helpdesk platforms with timely customer responses.
  • Respond to escalated customer requests from Tier 2 support analysts by resolving technical or transactional issues.
  • Participate in cash application process improvement projects and attend training sessions to enhance technical skills.

Profil recherché

  • You have foundational knowledge of cash application processes and CRM systems
  • You are detail-oriented with strong customer service and communication skills
  • You are comfortable working with financial data and analytics tools
  • You are eager to develop technical troubleshooting abilities and advance in financial operations
  • You can handle escalated customer inquiries professionally and resolve issues efficiently

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Role Overview

This position is responsible for processing and applying customer payments within CRM and cloud-based financial systems to ensure accurate invoice reconciliation and transaction integrity. You will maintain up-to-date records, respond to escalated customer queries, and participate in continuous skill development while supporting efficient cash flow operations and service level agreements.

Key Responsibilities

  • Process customer payments using CRM and cloud-based cash application tools, ensuring accurate application to open invoices and proper system recording.
  • Reconcile customer accounts in financial platforms by identifying discrepancies and initiating corrective actions to maintain data accuracy.
  • Update customer account records and generate reports on cash application activities using data analytics tools to support audit and compliance requirements.
  • Address cash application-related inquiries through LTC-Collections and Helpdesk platforms, providing clear and timely responses to customer concerns.
  • Participate in project assignments related to cash application process improvements and respond to escalated requests from Tier 2 support analysts.
  • Attend job-related training sessions to build foundational knowledge of supported applications and enhance technical problem-solving abilities.

Required Skills

  • Basic understanding of cash application processes and CRM/cloud-based financial systems.
  • Familiarity with LTC-Collections and Helpdesk functions and customer account reconciliation.
  • Fundamental knowledge of data analytics tools for reporting and record maintenance.
  • Customer-focused mindset with ability to address queries professionally and clearly.
  • Basic proficiency in handling technical questions and troubleshooting within supported applications.

Additional Information

Optional but valuable: Certification in CRM (e.g., Salesforce Administrator) or entry-level certification in cloud financial platforms.

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