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Finance Transaction Processing Apprentice
2 weeks ago
**About the Role**:
**Grade Level (for internal use)**: 05
**The Team / The Business**: S&P Global Business Services supports billing and collections for the S&P Global Divisions providing products and services worldwide to customers contracting with our organization. The Billing teams are responsible for processing new and renewal customer contracts and revisions on existing contracts to ensure alignment with correct Commercial Sales policies. The Credit and Collections team is responsible for the collection of accounts receivables. They carry out these responsibilities following established business procedures and policies designed to manage revenue and provide excellent customer service.
**The Impact**: This role will be part of the Corporate Finance Business Services team responsible for providing customer support to various divisions of S&P Global.
**What is in it for you**: You will be a member of the Corporate Finance team assuring the Global Business Services operations customer support is best in class, globally focused, and customer centric to support a growth minded organization. You will have the chance to work in a diverse and multicultural environment, interacting with clients and team members worldwide.
Key Responsibilities - Client Financial Relations/Collections
Participation in the collection of all outstanding receivables which includes making collections calls and other communications with clients
Enforcing Policies and procedures related to collection activities and payment processing
Providing timely customer service for items such as customer refunds, payment forms, payment discrepancies, and tax forms
Monitoring and maintaining accounts within assigned territory which include performance of reconciliations and adjustments.
Working with other business teams including Sales, Order Management and Client Services to solve customer issues impacting payment
Noting and reporting customer status through account reviews, account notes and meetings with various business stakeholders
Assisting in the maintenance of customer contact information
Training new Apprentices Sharing knowledge and understanding of processes and procedures
Performing other related tasks as required
Key Responsibilities - Order Management/Billing
Responsible for processing Quotes submitted by the Commercial organization and ensuring they follow business partner operational guidelines.
Complete an accurate and thorough review of Standard Quotes daily in our CRM (Customer Relationship Management) Systems “Salesforce” to provide an accurate invoice to clients for prompt payment
Gain understanding of core billing systems (Zuora, Oracle Cloud (Fusion), SAP, Salesforce CPQ ) and tools utilized in Business Services
Notify management of trends within OM Review that have a negative impact to SLA (Service Level Agreement) or to our subscribers (Document and provide prompt/actionable resolution)
F ulfill all audit requirements set forth by management.
Performing other related tasks as required.
**Qualifications**:
At least a bachelor's degree in any field or relevant discipline - Freshers only.
Experience in Customer Service, Collections, or Billing roles is a plus but not required
Excellent problem-solving skill s, attention to detail, goal oriented and high initiative attributes are competencies for success in this role
A commitment to excellent customer service
Basic knowledge of MS Office Suite products including Excel is a plus
Must be amenable to work ing a hybrid schedule with a minimum of two days each week in an office setting
What’s In It For You?
**Our Purpose**:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People**:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
**Our Values**:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
**Benefits**:
We take care of you, so you can take care of business. We care ab