Reporting Analyst - Orlando
Massey Services, Inc.
Reporting Analyst
Massey Services, Inc. has a great opportunity for the right person to join our Corporate TEAM in the role of Reporting Analyst. The ideal candidate will be a goal-oriented person who will compile and process data from our customer database into Excel spreadsheets.
Summary of job functions and duties:
Reports To: Director of Database Management & Reporting
Position Description: This person will compile and prepare financial and operational reporting and will also assist service center team members in the use of company software, timely completion of company reports, and with the understanding of administrative policies & procedures pertaining to these items.
Summary of Responsibilities:
- Provide accurate and timely financial and operational reporting
- Provide support to Service Center and Corporate personnel in use of company software
- Be a contact to Service Center and Corporate team members for questions relating to completion of company reports
- Process customer mailings as necessary and update or notate customer accounts due to forwarded mail notification.
- Manage and process Inter-Service Center account transfers
- Perform data cleanup
- Project a quality image
- Other duties as assigned
Responsibilities:
1. Provide accurate and timely financial and operational reporting. Responsible for verification of month end balancing of revenue, sales, and other operational information for each Service Center. Coordinate receipt of information from Corporate and Service center staff along with data retrieved from current CRM software for compilation. Correct Service Center posting issues when possible or make appropriate adjustment to reports. Develop more efficient ways to collect, process, and report information.
2. Provide support to Service Center and Corporate personnel in use of company software. Provide support to all personnel for issues regarding company administration policies & procedures and use of current company software.
3. Be a contact to Service Center and Corporate team members for questions relating to completion of company reports. Assist with issues and answer any questions or concerns relating to current company operational reports. Provide supplemental reports to Service Centers, Company Executives, and Regional Managers as requested.
4. Process customer mailings as necessary and update or notate customer accounts due to forwarded mail notification. They will be expected to process outgoing mail, including but not limited to small statement & renewal files, various mailers, and Phone Tree files. Lookup all forwarded mail from various correspondence (statements, renewal notices, invoices, letters) correcting the billing address or making notations on customer accounts as necessary. Forward to appropriate Service Center(s) so they can assign follow up and update hard files.
5. Manage and process Inter-Service Center account transfers. Insure Inter-Service Center Account Transfer forms are properly completed and submitted in a timely manner. Perform transfer of accounts in current CRM system.
6. Perform data cleanup. Identify and correct issues with missing or invalid data in current CRM system.
7. Project a Quality Image. Be committed to truth and integrity. Never compromise! Be consistent and fair. Be committed to our Company's image. The public perception of our people, vehicles, equipment and materials is essential to our success. Be committed to teamwork; think "We" and "Us".
8. Other duties as assigned
Qualifications: Education/Experience:
- High school diploma or GED required.
- College degree preferred.
- Must have experience working with MS Excel and in reporting or accounting.
- Knowledge of Python is preferred.
Professional Certifications:
- None required
Skills:
1. Knowledge of MS Office software and advanced knowledge of MS Excel is required.
Personal Attributes/Physical Demands:
1. Limited physical demands required.
2. This is a full-time position (40 hours per week), and includes occasional evening and weekend hours. Scheduling is flexible within limits.
Requirements:
High School Diploma or Equivalent (GED)
Valid Driver's License and Clean Driving Record
Background checks completed on all candidates considered for hire
Massey Service is an Equal Opportunity and Drug Free Workplace
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