Credit Reference Clerk Job Description Sample
Reference Test Clerk
Prepares and sends specimens and test request to proper LabCorp or contracted reference laboratory for testing. Releases referral test results into the computer system according to established procedures.
ESSENTIAL DUTIES / RESPONSIBILITIES:
NOTE: This is a clerking position. Knowledge of credit and collections will be helpful, but this role focuses on the administrative aspects of setting up accounts and assigning credit.
· Provide support to Credit Analyst
· Process credit applications, including obtaining bank and credit references
· Pull credit reports from various credit resources and pull any other documentary needs for credit analyst
· Interface with internal and external customers by phone and in person
· Prepare and mail approved new customer packages, credit line change, order cancellation, and other related letters
· Perform customer account maintenance (i.e. adding ship to locations, updating billing addresses, adding contacts, customer notes, etc.)
· Create and maintain credit history (customer permanent files) and bankruptcy files and care for filing items therein
· Maintain customer sales tax exemption and customer W-9 files
· Cross train as assigned
Other duties may be assigned as needed.
Candidate must write and speak fluent English; have good common sense; excellent customer service and telephone skills; be highly detail oriented; and have excellent written, oral, and interpersonal communication skills. Proficiency with Microsoft Word, Excel, and ten-key (touch), is preferred. Have ability to follow explicit directions, set priorities, and meet deadlines. Must be an industrious team player who is self-motivated. Able to perform each essential duty satisfactorily.
EDUCATION AND/OR EXPERIENCE:
High school diploma or equivalent is required. Associate or bachelor’s degree in business finance or related area is preferred, or equivalent experience. Minimum of two years credit/collections experience.
While performing the duties of this job, the employee is regularly required to sit for lengthy periods, talk, and hear. The employee is required to use hands and fingers and must be able to reach with hands and arms. The employee is occasionally required to stand, walk. The employee must occasionally lift and/or move up to 20 pounds. On-site regular attendance and punctuality are essential job functions for this position.
The noise level in the work environment is usually moderate, consisting of verbal communication and office equipment usage.
Credit Card Clerk
KLX Energy Services LLC provides a broad range of technical solutions and equipment to our customers. We provide the right people, best equipment and most convenient locations to deliver expert energy services for every phase of the wellsite. This includes drilling, completions, re-fracing, production, workover, and plug and abandonment. From technical services and wireline to rentals and accommodations, we keep our customers operations running economically, effectively and safely. At KLX, you'll work side-by-side with devoted professionals. You’ll enjoy the benefits of a strong and evolving company; such as excellent compensation and benefits packages, limitless opportunities for professional growth, and a voice in shaping our future. All while working in an environment that emphasizes teamwork, integrity, and professionalism. We are currently seeking a Credit Card Clerk for our Houston, TX location. (Galleria) PURPOSE: Performs a variety of semi-routine duties of moderate complexity requiring the exercise of some discretion and use of limited judgment and initiative. Duties may vary regarding Accounts Payable and Accounts Receivable, may be responsible for the support function of all activities related to billing and customer collections as well as invoice and processing, vendor communications, recordkeeping, and check disbursements. The Accounting Clerk may also be expected to do ad hoc reporting in financial systems and Excel. ESSENTIAL JOB DUTIES AND RESPONSIBILTIES:
Maintain billing reports/logs updated in Excel on an on-going basis for all the invoices submitted monthly through all programs.
File and keep organized support records. Manage full book of payables and weekly vendor payments.
Provide support to internal customers including sales, operations, and accounting department for receivables matters. Contact customers to obtain or relay account, billing, invoice submission, and collection information as needed
Enter invoices daily and accurately. Ensure invoices are paid timely. Ensure that invoices have correct GL coding and are approved per the proper delegation of authority. Ensure all invoices are entered or accrued for during monthly close. Submit approved invoices received from the field in a timely manner to customers electronically.
Work to resolve vendor/employee issues until full resolution and follow up by committed time to vendor/employee. Work with operations and vendors to ensure appropriate credit terms are set up to maximize the company's cash flow.
Ad hoc reporting, including exporting reports to Excel for review and analysis. MINIMUM QUALIFICATIONS:
Education: High School Diploma/Equivalent
Work Experience: 0-2 years
Relevant invoicing experience and/or training.
Proficiency with Microsoft Office Suite and Adobe Creator PREFERRED QUALIFICATIONS:
Education: Bachelor’s Degree
Degree Field (s): Business Administration, Finance, or related discipline
Work Experience: 0-2 years
Related Experience: + 1+ years’ related invoicing experience and/or training in the Oil and Gas industry
Proficiency with invoicing and accounting software
Experience with AX, RTMS, and TrakQuip PHYSICAL REQUIREMENTS:
Precise hand/eye coordination: Constantly
Basic keyboarding or other repetitive motions: Constantly
Operation of heavy equipment or operation of vehicles: Occasionally
Lifting/pushing objects weighing over: 20 lbs: Occasionally
Climbing and working in awkward and cramped positions: Occasionally
Other (please specify):
Must be able to sit for extended periods of time
Lifting and reaching files or boxes of files
Pushing or pulling drawers and cabinets
Communicate via telephone EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Accountemps is seeking a DYNAMIC Credit Clerk for a client of ours in Leawood, KS. This Credit Clerk will be responsible for taking inbound calls regarding credit status and holds on accounts, reviewing accounts, updating credit ratings on accounts, etc.
Accountemps is looking for candidates with 2+ years experience with great customer service, attention to detail and strong organizational skills. This Credit Clerk is a temporary to full-time opportunity for the right person. If you or someone you know is interested in this Credit Clerk opportunity please contact Accountemps IMMEDIATELY at 913-451-7600 or send your resume directly to Melissa.firstname.lastname@example.org.
Customer Service, Credit Approvals, Data Entry Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career.
We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it.
Our company once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies" (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague. Contact your local Accountemps office at 888.670.5403 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities. All applicants applying for U.S. job openings must be authorized to work in the United States.
Credit / Collections Clerk III
Kforce has a client in Riverwoods, Illinois (IL) seeking a Credit / Collections Clerk III.
As a Credit / Collections Clerk III in Riverwoods, IL, you will engage and directly communicate with customers, secure payment information, follow up on same, and strive for ways to continuously improve and cash flow while enhancing customer relations. This opportunity reports directly to the Credit & Collections Manager with emphasis on improving the effectiveness of the Credit & Collections department. One makes outgoing collection calls to past due domestic clients, and coordinates collection efforts with other designated internal departments.Major responsibilities/essential functionsincludes the following:
Contact delinquent accounts for payment and follow up for payment commitments when applicable
Be able to work out of multiple systems in order to: keep track of follow up correspondence, identify when delinquent accounts need to be contacted and, and keep consistent credit notes
Provide exceptional customer service to both internal and external customers
Inform sales and customer service of significant changes in account status in a timely, professional manner
Manage a large collection portfolio, which includes a variety of businesses within the realms of Accounting, Tax, Legal, and Distribution
Work with Collections team, as well as Sales to determine if payment plans are an option, or if accounts should be placed with an outside agency
Manage orders that go on credit hold, and take the appropriate actions prior to releasing orders
Recommend bad debt write offs based on collection history, age of receivable, dollar amount, and customer's financial status * 5 years of work experience in Credit and/or Collection
Two years college desired, with an emphasis in Business related course material
Strong SAP experience and the ability to work in multiple systems
Familiarity with standard accounting concepts, practices and procedures
Strong research, problem solving, and communication skills
Ability to resolve discrepancies and understand billing systems and processes
Ability to rely on experience to and judgment to plan and accomplish goals
Team player who is organized; professional and embraces change Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
AR Credit Billing Clerk
The AR, Credit, and Billing Clerk is responsible for creating itemized invoices and statements and ensuring timely submission to customers. Assist the Credit Manager in maintaining current payment status of assigned accounts by monitoring and communicating with accounts and internal staff.
Essential Functions & Responsibilities
- Prepare daily reports reconciling data to shipping manifests.
- Prepare and review customer invoices and states ensuring timely delivery to customers.
- Print and distribute customer statement monthly.
- Research, reconcile and resolve issues with open orders on a monthly basis ensuring timely processing.
- Create and process credit memos as directed by the Credit Manager.
- Contact delinquent accounts to arrange for payment.
- Maintain detailed and effective notes on all account matters including follow up on payment schedules.
- Effectively interact with Company sales personnel on a daily basis.
- Research and resolve billing and payment discrepancies.
Competencies, Skills and Abilities
- Solid mathematical skills and ability to reconcile costs and expenses
- Demonstrated clarity in written and verbal communications
- Identify and resolve issues in a timely manner
- Accurate data entry skills and attention to detail
- Proficient in Microsoft Office, including Word and Excel
- Firm but courteous telephone manner.
- Ability to successfully manage delinquent accounts.
- Ability to function effectively and cooperatively as a member of a team.
- Exception organization skills. Able to accomplish assignments with minimal supervision.
Education & Experience
- Associates degree in Finance or Accounting preferred.
- 2+ years’ experience billing and accounts receivable experience.
- Proficient computer skills including Microsoft Office (Word, Excel, Outlook)
Whether you are looking for an Information Technology, Accounting Finance, HR / Administrative role, or Executive Jobs, you can search from our extensive list of job openings and work with our recruiters to match you with one of the companies that aligns with your career goals.
As a job seeker, you are treated to the benefit of working with a local recruiter that specializes in your industry, with convenient access to our centrally located Greensboro or Charlotte, NC staffing agency offices. After reviewing your resume and speaking with you to identify your strengths, skills, and personality, we match you with one of our openings and guide you through the hiring process. CRG is committed to helping you take the next step in your career and finding an opportunity where you will thrive.
The Advantages of Working with CRG:
Long, Distinguished Track Record: You benefit from working with an agency that has over two decades of focused talent acquisitions expertise in Information Technology, Accounting / Finance, Human Resources, Administrative, outsourcing and more.
Specific, Dedicated Recruiting Focus: Each one of our recruiters specializes in a particular industry and offers a refined knowledge base specific to his or her area of expertise. Our relationships with companies across the country streamline the process of finding positions in your industry.
Talent and Personality: We want to MEET you! Our proprietary recruiting methodology includes a unique and extensive face to face or virtual interview process designed to understand your true skill set and personal character
Credit Clerk easy apply
- apply with indeed
salary:$18 - $19 per hour
date posted:Tuesday, November 7, 2017
job type:Temp to Perm
questions:email@example.com easy apply
apply with indeed
description Our client in Seabrook, NH has an immediate opening for a Credit Clerk. The ideal candidate will have 2-3 years of applicable experience and have working knowledge of MS Excel. Pay Rate-$18-$19 Location: Seabrook, NH Title: Credit Rep (TTH) Job Duties:
Assist us in the preparation of preparing credit applications on new customers, scanning appropriate documentation, creating customer files
Being a part of our credit Team and helping out on various projects as requested by the Credit Manager.
Analyze and gather credit review file for new street customer accounts and ensures proper and complete documentation is obtained
Monitor open accounts receivable for term compliance, ensure skips, short pays, credit memos, unapplied cash is addressed timely
Assist with UCC filings, when necessary
Coordinate collections/customer credit issues/resolutions with the Sales Department and or customer
Assist with Credit reporting requirements Working hours: 8am-5pm
For immediate consideration, please call Francis @ 603/623-1181 or email firstname.lastname@example.org Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
Credit - Collections Clerk II
Credit - Collections Clerk II Location: San Antonio, Texas, United States Requisition #: 17000JEM Post Date:
Oct 13, 2017 ABOUT MEDTRONIC: Together, we can change healthcare worldwide. At Medtronic, we push the limits of what technology can do to help alleviate pain, restore health and extend life.
We challenge ourselves and each other to make tomorrow better than yesterday. It is what makes this an exciting and rewarding place to be. We can accelerate and advance our ability to create meaningful innovations - but we will only succeed with the right people on our team.
Let’s work together to address universal healthcare needs and improve patients’ lives. Help us shape the future. DIABETES BUSINESS DESCRIPTION:
The Diabetes Group at Medtronic is part of Medtronic plc, the global leader in medical technology. We are committed to ongoing breakthrough developments in leading-edge technology, unrivaled service and support, and uncompromising leadership. Medtronic is working with the global community to change the way people manage diabetes.
Together, we will transform diabetes care by expanding access, integrating care and improving outcomes, so people with diabetes can enjoy greater freedom and better health. POSITION DESCRIPTION As a key member of the Patient Financial Services (PFS) customer care team, the Credit and Collections Clerk II - Collections Specialist is responsible for all aspects of billing, credit and collection activities, including customer service with an objective of maximizing cash flow and keeping DSO to a minimum. Following prescribed procedures and desk guidelines, performs a variety of collection tasks relating to general healthcare guidelines to collect amounts owed for pump and/or supply orders.
Verifies accuracy of statements (patient and payor related) as well as other healthcare financial accounting documentation or records. Enters data into computer systems using defined computer resources and programs. Compiles data and prepares a variety of reports.
May reconcile records with PFS team members and leaders; communicates with external vendors and customers (including representatives of health plans/payors.) Recommends actions to resolve discrepancies; investigates questionable data. Executes on established departmental objectives and assignments which affect the immediate operation, but that also have full revenue cycle and ultimately company-wide financial impact. POSITION RESPONSIBILITIES ·Initiates follow-up activities with third-party payors regarding open claim balances; makes written and verbal inquiries to payors.
Analyzes and problem solves account issues to full resolution. ·Reconcile claims/accounts to complete resolution, performing adjustment requests and updating patient accounts/claims online, utilizing appropriate transactions and consistently formatted notes that support future collection efforts and inquiries at both the insurance and customer (i.e. selfpay) levels. ·Provides support for inquiries from internal and external customers regarding account/claim status. Maintains updated information on patient accounts. ·Handles internal and external customer inquiries regarding account status and account history. ·Performs eligibility verifications on patient accounts as new insurance plans/carriers are identified; updates information on expired insurance plans/carriers. ·Researches issues off-line as needed with payor/patient; conducts follow-up calls with customers, initiating conference calls between insurance carrier and patients to resolve customer concerns. ·Researches and initiates refund requests due to overpayments by payor and/or patient. ·Determines when claims/accounts are deemed uncollectable; recommends and initiates bad debt write-offs procedures. ·Meets or exceeds key performance indicators measuring productivity, quality, and service level as defined by Senior Management. ·Actively participates in team initiatives and in team status meetings. ·Additional team activities, projects, and work flow as assigned. BASIC QUALIFICATIONS IN ORDER TO BE CONSIDERED FOR THIS POSITION, THE FOLLOWING BASIC QUALIFICATIONS MUST BE EVIDENT ON YOUR RESUME: •High School Diploma or GED •Minimum of 3 years billing and/or collections experience in a medical group, healthcare company/insurance, or hospital industry. •Experience with medical billing and/or collections terminology (i.e.
CPT, HCPCS, and ICD-10 coding) DESIRED/PREFERRED QUALIFICATIONS •Experience with various insurance plans offered by both government and commercial insurances (PPO, HMO, EPO, POS, Medicare, Medicaid, HRAs, etc) and coordination of healthcare benefits, including requirements for referral, authorization and pre-determination. •Experience with reading and understanding the information provided on EOBs, remittance advices, and other insurance correspondence, and in calculating patient responsibility taking into consideration coverage and benefits, including referral, authorization, and/or pre-determination requirements, and contract terms. •Experience with reviewing and analyzing insurance payments, and/or payor adjudication of claims against contract terms and patient coverage and benefits. •Excellent customer service skills with ability to interact with both internal and external customers, i.e. patients, insurance payors, doctors, internal departments and handle in a professional manner with customer-friendly focus and attention to detail in resolving issues. •Experience with HIPAA guidelines and healthcare compliance. •Experience with MS Office suite (Word, Excel, Outlook), and internet and web site navigation. •Proficiency in navigating multiple screens and programs at the same time in order to facilitate problem solving, and other activities that require multi-tasking. •Ability to maintain composure, and to follow instructions and protocols when dealing with unfamiliar or unusual payor / customer issues. •Demonstrated ability to present information in a clear, concise, and grammatically correct manner both verbally and in writing. •Demonstrated collaboration skills (including active listening skills, presentation skills) and proven ability to work effectively in a diverse, inclusive organization and environment. •Demonstrated ability to accept and carry out oral and written instructions accurately. •Demonstrated ability to prioritize work, handling daily and multiple tasks to completion within the time allotted, while working as part of a team within a demanding environment. •Ability to prepare forms, spreadsheets, and graphs. •Experience in a payor or medical provider community that deal with all aspects of the revenue cycle. •Experience in a large corporate (even matrixed) environment •Internal candidates, minimum 4 months of experience working in Medtronic PFS department •Previous work experience with GE Centricity PHYSICAL JOB REQUIREMENTS The physical demands described within the Responsibilities section of this job description are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to be independently mobile.
The employee is also required to interact with a computer, and communicate with peers and co-workers. While performing the duties of this job, the employee is regularly required to talk or hear, frequently required to sit and reach with hands and arms, and regularly required to stand, walk and use hands to finger, handle or feel. •Ability to sit, wear a headset, and work on the computer for extended periods of time. •Ability to sit/stand/walk 8 hours per day •Ability to hear and speak clearly •Ability to occasionally lift up to 10 lbs •Position is in a typical office environment •Ability to be flexible with working hours given adequate notice. Ability to work overtime as needed. •Travel up to 10% EEO STATEMENT:
It is the policy of Medtronic to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Medtronic will provide reasonable accommodations for qualified individuals with disabilities. This employer participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees.
For further information about the E-Verify program, please click here: http://www.uscis.gov/e-verify/employees DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position.
Temporary Clerk - Credit And Collections (Part-Time) Job
Location(s): TX - Amarillo Do you want to start your career at a leading energy company with lots of room to grow? If you-re ready to work hard in an environment where you-ll be challenged, respected, and encouraged to develop your skills and talents, an entry-level job at Xcel Energy is your first step.
Training is 28 hours per week for 3 weeks and the training schedule is Monday, Wednesday, Thursday, and Friday 11:00am to 5:00pm. The post training schedule will vary dependent on business needs. This position starts at $10.50/hr.
Position Summary The Temporary Credit and Collections Clerk's primary responsibility is to take payments by phone or by other methods from Xcel Energy customers in a respectful and efficient manner. Accountable for individual performance indicators of Credit and Collections and productivity to ensure the overall financial objectives are achieved. Regular, reliable attendance is an essential job function.
Essential Responsibilities Process payments by phone or other methods of payment from credit and collections customers in a timely manner. Perform consistently to meet objectives and goals. Demonstrate personal accountability in areas of dependability and time management.
Perform work and handle customers in a professional and respectful manner. Perform other limited duties as assigned, including projects as needed. Minimum Requirements High School education or equivalent required.
Minimum of 1 year of experience in a customer service and/or credit and collections environment required; preference given to prior call center experience. Knowledge of computer based-systems, Internet and Microsoft office applications (Outlook, Word, Excel) required. Ability to work effectively with multiple computer environments while talking on the telephone.
Must be customer focused and results oriented. Good verbal and written skills required. _______________________________________________________________________________________________ As a leading combination electricity and natural gas energy company, Xcel Energy offers a comprehensive portfolio of energy-related products and services to 3.4 million electricity and 1.9 million natural gas customers across eight Western and Midwestern states. At Xcel Energy, we strive to be the preferred and trusted provider of the energy our customers need.
If you-re ready to be a part of something big, we invite you to join our team. Posting Notes:- TX - Amarillo
Associate, Reference Data Management, Product Reference Data
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at http://www.jpmorganchase.com/ . One of the top priorities across the Reference Data Management at JPMorgan Chase is to help the firm move toward a more integrated data management strategy. The mandate of the Reference Data Management team is to manage reference data across the enterprise, establish firm-wide reference data governance processes and quality standards, manage all reference data operations teams, and partner with the lines of business to drive alignment to firm-wide reference data standards. Our businesses and corporate groups rely on reference data to facilitate and execute transactions, support our clients, identify potential risks, and meet regulatory requirements. The Financial & Product Reference Data Operations team manages reference data operations for financial reference data (the Data Domains for chart of accounts, legal entities/internal parties, business unit, etc.) and reference data for the Products and Services Data Domain. With respect to the latter Domain, the team will initially define a strategy and target-state operating model for how product reference data will be structured, maintained, distributed and consumed. This will include a heavy emphasis on the Finance and Risk organizations, and also the lines of business. Developing an integrated reference data management strategy for product and services across Finance and Risk functions, regions and lines of business will be challenging and complex, requiring building a good understanding of data architecture/flows and use cases for reference data use in all the Finance and Risk analysis and reporting disciplines. The team’s work on in the Product and Services reference data Domain will include:
Identifying existing product and services reference data, including where sourced, stored and consumed, implicitly and explicitly.
Understanding how data flows from the transaction processing/product systems, is mapped into Finance and Risk repositories, and its ultimate use in the key finance and risk disciplines.
Determining key users, and understanding use cases for product and services reference data in Finance and Risk, including a focus on analysis and reporting issues that would be solved through improved reference data and associated processes.
Defining a strategy for how product and services reference data will be structured, maintained, distributed and consumed, and associated with data flowing from the transaction processing/product systems, to present standardized data set(s).
Designing the target-state operating model to maintain and distribute the reference data.
Determining how to drive adoption technologically with data providers and for data consumers, including guiding development of formal business requirements, where necessary.
Designing and executing an ongoing data quality program for product and services reference data.
Executing on the target-state operating model and adoption process.We are seeking high-performing candidates to help build out and play a foundational role within the team, led by the Head of Financial and Product Reference Data Operations. As this role requires extensive interaction with finance, risk, lines of business and data governance/operations organizations, relationship management and excellent senior management-level communication skills are critical. In particular, successful candidates will possess at least two of four key attributes:
Prior exposure to some of the key finance and risk disciplines, including financial reporting, risk reporting, credit risk, market risk, model risk, liquidity risk, interest rate risk, etc.
Some knowledge of data sources and repositories related to these key finance and risk disciplines.
A deeply analytical mindset and strong intellect, plus an emerging ability to communicate clearly complex topics in PowerPoint and spoken form.
Ability to participate in driving technological and operating model change.The ideal candidate will also have strong client management and senior management-level communication skills, experience structuring and scoping complex problems, and the ability to apply a range of analytical tools to develop solutions to those problems. Very strong critical and creative thinking skills and a willingness to work with ambiguity must be demonstrated. Previous experience driving strategic and tactical process improvement initiatives in data/technology-heavy functions/programs is highly desirable.
Execute one to two strategic and operational initiatives simultaneously.
Structure and execute initiatives by developing work plans, gathering and synthesizing relevant data, leading analyses and developing final recommendations.
Conduct interviews with key contacts in Finance, Risk and IT/Data across the organization to rapidly gain working knowledge of key finance and risk disciplines.
Perform analysis to test hypotheses and develop opportunities (including data gathering, modeling and synthesis of results).
Develop and refine recommended solutions to address issues and capture opportunities, including business architecture, and providing strong vision/direction to IT architecture, including guiding development of formal business requirements, where necessary.
In addition to transformational solutions, develop sustainable programs around data quality.
Present findings/analysis and recommendations to senior management.
Achieve measurable targets as established in program charters, and ensure program success.
Collaborate with cross-functional stakeholders in driving strategic initiatives.
Achieve measurable targets as established in an initiative’s charter, and ensure project success, e.g., for data quality.
Actively contribute to the knowledge and skill base of the team. The ideal candidate will have an undergraduate degree with a relevant subject major, from a good school, plus 3–5 years financial services experience, some of which has been either at a management consulting firm or in an internal transformational role, with data, technology and operations experience blended with knowledge of key finance and risk disciplines. Exposure to or involvement with data management and/or data quality programs is preferred, but not required. In addition:
Experience in the financial services industry and/or financial industry knowledge is essential, and
knowledge of key finance and risk disciplines is highly desirable. +
Problem solving skills : Strong ability to rapidly learn the intricacies of an unfamiliar process, structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights, and develop actionable recommendations +
Analytical skills : Highly analytical, with experience in defining analytical approaches for projects and collecting, analyzing, and synthesizing data from multiple sources to develop actionable solutions. +
Comfort with Data and Technology : Prior experience functioning in roles and functions that are highly data-driven and that required understanding of data models and flows, and technology architecture as related to business requirements, including comfort interacting with internal technology teams. +
Project management skills : Ability to manage own workstreams, create workable workstream plans and execute on such plans. Must be able to meet commitments and balance competing priorities. +
Client management skills : Demonstrated ability to closely partner with line managers and other stakeholders in Reference Data Operations, finance, risk, lines of business and technology. +
Communications skills : Strong written and oral executive-level communications skills, including the ability to quickly convey complex topics in easily understood formats. +
Teamwork skills : Flexible work style, be able to work with stakeholders and colleagues at all levels.
Superior knowledge and comfort with Excel and PowerPoint/PitchPro.
Minimal to no travel required. Note that this is not a program/project management role, nor is it data management governance/policy/ standards-related. It is about driving practical solutions for a use-case-based agenda via data and technology architecture and deployments. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
Making better hires starts with building better job descriptions
- Browse 100s of templates across 40+ industries
- Customize your template with your company info & job requirements
- Post it to 20+ job boards in seconds – for FREE!