Customer Payments Senior Analyst at McKesson (Dallas, TX)

| Dallas-Fort Worth, TX
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McKesson requires new employees to be fully vaccinated for COVID-19 as defined by the CDC, subject to applicable, verified accommodation requests.

McKesson Corporation is a global leader in healthcare supply chain management solutions, retail pharmacy, community oncology and specialty care, and healthcare information solutions. McKesson partners with pharmaceutical manufacturers, providers, pharmacies, governments and other organizations in healthcare to help provide the right medicines, medical products and healthcare services to the right patients at the right time, safely and cost-effectively. United by our ICARE shared principles, our employees work every day to innovate and deliver opportunities that make our customers and partners more successful - all for the better health of patients. McKesson has been named a "Most Admired Company" in the healthcare wholesaler category by FORTUNE, a "Best Place to Work" by the Human Rights Campaign Foundation, and a top military-friendly company by Military Friendly. For more information, visit www.mckesson.com.

Job Summary

The Customer Payments Senior Analyst will handle complex issues which need to be resolved as second-level escalation. The escalation analyst will be responsible for coordinating and resolving customer cash receipts in conjunction with the virtual team. The escalation analyst will also be responsible for following up with other departments for information and resolution.

Key Responsibilities
  • Act as a second level of escalation within the cash application process
  • Manage daily and monthly reconciliations of cash receipts posted in the ERP system against bank account
  • Communicate with internal and external customers to identify and resolve incoming payment related issues/disputes
  • Process a variety of Cash Applications transactions in SAP, JDE and other ERP systems.
  • Support/ Process 3PL retained payment functions.
  • Follow/execute onboarding procedures for 3PL customers
  • Participate in weekly/monthly account review calls with 3PL customers
  • Follow-up with various departments or external customers to get resolve or obtain missing remittance information as required.
  • Provide support and assist in communication with treasury, banking partners and other internal functions
  • Respond to operations technical questions from the virtual team and customer and provide follow through and resolution on issues
  • Assist with pulling supporting documentation for internal/external audits
  • Perform closing process according to month-end schedule
  • Facilitate governance calls between the virtual team and internal stakeholders
  • Assist in ACH/Credit card set-ups
  • Research and resolve unapplied receipts
  • Provide support and assist in communication with treasury, banking partners and other internal functions
  • Be able to multitask/manage all retained functions
  • Cross-train on other functions within the team
  • Support and execute integrations of new businesses in the current environment as required
  • Assist with resolving GL account reconciliations discrepancies
  • Support/Process Prepayment requests/deposits
  • Process 980 transfers, and refunds, manage checks received on-site
  • Proactively seek ways to continuously improve processes to achieve greater efficiencies and better controls
  • Support/Resolve Promo Accounting related issues/disputes


Minimum Qualifications

5 years of experience in SAP

5 years of experience in Six Sigma process improvement

Critical Skills
  • 5+ years of experience in combination payment methods, customer service and/or accounting that include lockbox, ACH (Credit/Debit), EFTs, Credit Card operations, reconciliations, and/or accounting principles
  • Intermediate skills in Microsoft Excel


Additional Knowledge & Skills
  • Use of good judgment within defined policies and practices
  • Understanding of full OTC cycle
  • Excellent verbal and written communication skills
  • Customer and service-oriented in resolving process-related requirements
  • Knowledge SAP or other ERP systems preferred
  • Analytical and interpersonal skills
  • Strong desire and demonstrated ability to provide world-class customer service
  • Orientation to detail and continuous process improvement mindset
  • Organized with an ability to prioritize work
  • Comfortable working in a fast-paced environment
  • Team player and self-directed


Must be authorized to work in the US. Sponsorship is not available for this position.

We take pride in our culture of connection and believe in a workplace where everyone can be their full, authentic self. We welcome and encourage veterans, individuals with disabilities and others with diverse perspectives to join our growing team. Your unique perspective and experience are valuable assets that can translate into a rewarding career path with us. Apply to join our team and help shape the future of healthcare!

McKesson is an Equal Opportunity/Affirmative Action employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.Qualified applicants will not be disqualified from consideration for employment based upon criminal history.

McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to [email protected] . Resumes or CVs submitted to this email box will not be accepted.

Current employees must apply through the internal career site.

Join us at McKesson!
More Information on McKesson
McKesson operates in the Healthtech industry. The company is located in Irving, TX, Columbus, OH and Richmond, VA. McKesson was founded in 2022. It has 23630 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 13 open jobs at McKesson, click here.
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