Client Financial Services Manager

Posted 18 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
Senior level
Healthtech • Logistics
The Role
Manage accounts receivable processes, oversee timely cash recording, ensure collections follow protocols, supervise staff, and lead reporting on invoicing and aging totals.
Summary Generated by Built In

To learn more about who we are at LSL, visit our About page: https://www.lslog.com/about/


RESPONSIBILITIES:

  • Ensure timely recording of cash receipts for clients.
  • Ensure collection processes are followed for past due accounts.
  • Monitor and report on deviations from credit standards.
  • Ensure credit memo recording happens timely and accurately.
  • Monitor customer balances and manage outstanding accounts receivable.
  • Communicate with clients and senior management.
  • Make recommendations to improve quality of accounting and collection procedures.
  • Manage weekly reporting of invoicing totals/aging totals/cash receipts/invoice adjustments.
  • CFS Manager will be required to manage a staff of 3 or 4, subject to increase as the business grows.
  • Other duties as assigned.

QUALIFICATIONS AND JOB SPECIFICATIONS:

  • Bachelor’s degree in accounting.
  • Five years of experience in GL accounting month-end close process.
  • Superior spreadsheet skills and a good knowledge of Microsoft Excel.
  • Excellent written and verbal communication skills are a must.
  • Knowledge and understanding of cash conversion cycle and financial statements.
  • Knowledgeable in GAAP and application of internal controls.
  • Experience with managing people in an A/R or GL accounting group environment.
  • Strong interpersonal, supervisory, and customer service skills.
  • Strong organizational, analytical, and problem-solving skills
  • Skill requirements:
    • Exceptional interpersonal skills
    • Outstanding research skills
    • Sound decision making and negotiation skills
    • Detail orientated
    • Ability to work with minimum supervision in a fast-paced, deadline driven, monitored environment

 

TECHNICAL EXPERTISE:

  • Navigate through ERP systems such as Tecsys Elite experience a plus
  • Analyze data from disparate systems
  • Intermediate level Microsoft Office skills: Excel (including Pivot Tables), Word, and PowerPoint
  • Working knowledge of Outlook and office communications tools
  • Ability to work with big data

 

ADDITIONAL EMPLOYMENT REQUIREMENTS

  • Must be able to successfully pass all preliminary employment requirements (i.e., background check and drug screen).
  • Must have a valid driver’s license.

 

PHYSICAL/MENTAL/VISUAL DEMANDS

  • Work is light to medium in nature with frequent walking to perform assigned tasks.

WORKING CONDITIONS

  • Activities occur within a typical office environment.

 

EQUIPMENT OPERATED

  • Equipment:  Laptop computer, cell phone, fax machine, copier, and desk phone
  • Systems: Outlook, Excel, Word, PowerPoint, QuickBooks

 

LifeScience Logistics is an equal opportunity employer that takes affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status, disability, sexual orientation or gender identity.


*NO AGENCIES PLEASE*Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Top Skills

Erp Systems
Excel
MS Office
Quickbooks
Tecsys Elite
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The Company
HQ: Coppell, TX
214 Employees
Year Founded: 2006

What We Do

LifeScience Logistics, founded in 2006, is a third party logistics company committed to offering the highest quality, flexibility, and compliance in Healthcare Supply Chain Solutions. LSL operates out of four cGMP compliant and FDA registered facilities (Atlanta, GA, Baltimore, MD, Indianapolis, IN and DFW Airport, TX) totaling more than 1.35 million SF of fully validated and temperature mapped space. Our facilities allow for Control Room Temperature (CRT) and Cold Chain Capabilities; both refrigerated (2 to 8 C) and frozen (-20 C) storage. LSL is a Board of Pharmacy licensed distributor, VAWD-accredited, cGMP and FDA compliant company. Our can-do attitude, and efficient operations, set us apart from our competition. We pride ourselves on our ability to bring the best technology, quality, and intellectual capital to our clients. LifeScience Logistics can be found on the web at www.lslog.com. To get LifeScience Logistics news direct, visit http://www.lslog.com/News/Recent.aspx.

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