Financial Settlement Representative - Invoicing

We are seeking a strategic and detail-oriented Financial Settlement Representative to join our fast-moving Financial Operations Team. In this role, you’ll be pivotal in enhancing the financial interactions between our Shipper Sales and Carrier Procurement teams, with the aim of reducing Days Payable Outstanding (DPO) and Days Sales Outstanding (DSO). Your expertise in handling exceptions, managing document workflows, and implementing process improvements will be key to streamlining our operations. With your knack for problem-solving and effective communication, you'll ensure financial transactions are settled accurately and efficiently, reinforcing our commitment to operational excellence. Join us in a role that's not just about crunching numbers — it’s about crafting a financial framework that upholds our promise of delivering a seamless experience to our shippers and carriers.

WHAT YOU GET TO DO:

- Audit and approve shipper invoices

- Review shipper billing process with accuracy, ensuring compliance with customer requirements

- Manage fast-paced, high-volume customer accounts

- Understand and diagnose what the billing problem is, and how to resolve it

- Provide detailed review of carrier’s aging report

- Work in tandem with the rest of the financial settlement team to reduce our Days Sales Outstanding and Days Receivables Outstanding Metrics

YOU HAVE EXPERIENCE:

- 3+ years of experience in financial operations and accounts receivables.

- Hands-on experience with TMS and audit provider systems.

- Proven experience in Excel.

- EDI (Electronic Data Interchange) invoicing experience

- Excellent communication and cross-team collaboration skills.

- Strong proactivity and problem-solving skills with high attention to detail.

- Comfortable with daily manual data entry and system updates.

- Candidate has a history of staying at companies for a long period of time (2+ years).

- Ability to manage multiple priorities in a fast-paced environment.

- Bachelor's degree in Accounting, Finance, or a related field.

- Process improvement mindset.

Plus

- Logistics or transportation industry experience.

WORKING AT LOADSMART:
 
• Competitive base salaries - we believe in rewarding top talent 
• Loadie Time Off - PTO and sick days without a limit
 
 
At Loadsmart, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. Loadsmart treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes, including on the basis of race, color, religion, sex, age, sexual orientation, gender identity and/or expression, national origin, veteran status, or disability.
 
It is the policy of Loadsmart that all offers of employment made shall be contingent upon successful completion of electronic background check(s). These checks will be job-related, consistent with business necessity and conducted by our vendor, pursuant to all applicable laws, rules, policies and procedures of our candidates' specific locale.