Credit Controller

Requisition Number: 97157 

Basic Function

Position Overview  

The Credit Controller Officer role will perform a wide range of duties and responsibilities in the following sub-processes: credit rebills, credit returns, cash application, banking, customer master data, invoice distribution, and customer refunds. These may include but are not limited to:

What you'll do at Insight

• Maintain and manage the Credit Queue and assign cases/requests to appropriate team member/s for approval, in line with the official procedure
• Determine for each case, if Credit is required on the vendor side – if so, follow up with relevant departments or even the vendor for a credit to be issued to Insight and complete the vendor side adjustments in SAP (on vendor PO)
• Liaise with order management/client services team regarding vendor credit approvals
• Act as a control point for Credit requests (approvals from the correct teammates with the relevant authority, completion of the credit Form) – if requirements are not met, return the case and ask for the missing requirements
• Perform all steps required in SAP for the case to proceed to the final stage (credit/debit issued)
• Process credit adjustments and returns in line with official procedure and requirements
• Maintain and manage the Return Queue and assign cases/requests to appropriate team members for approval, in line with the official procedure
• Guide and educate teammates as required, related to official procedures and requirements on Credit Rebills and credit Returns
• Join and contribute to Accounts Receivables meetings by sharing observations, and ideas on how to improve processes
• Complete cash allocation in line with official procedures and targets
• Complete reconciliation of customer portfolio, and complete cash allocation in line with the official procedures and targets (ensure timely allocation of payments)
• Perform Ledger Reviews, to identify and reduce cash on account (which was posted as part of daily cash allocation)
• Periodically perform write-offs in line with the policy and as requested by the Shared Service Manager APAC
• Provide relevant documentation in audits (provide samples, documents, and evidence for the activities performed – scope processes).
• Act as back-up for other Credit Controllers in the APAC Team as needed, and support as required, when backlogs occur (this may cover other activities in Accounts Receivables, such as collection activities, reconciliations, upload of invoices on portals)
• Manage and complete Customer Master Data activities (such as the creation of customer accounts, updates on existing customer accounts, update payment terms, sales reps, etc.) in line with the official procedures.
• Support the other Credit Controllers in the team, with the release of blocked orders, as required (and especially at month-ends or quarter-ends when the volume of work is higher)

What you'll need to join Insight

• Must have SAP experience, especially in Accounts Receivables modules
• Experience in working with Excel files, and trackers
• Minimum 3 years experience in similar roles in Accounts Receivables
• High attention to detail as accuracy is critical for this role
• Excellent communication skills, both written and verbal, with a focus on providing clarity about requirements to complete Credit Rebills/Returns
• Ability to build positive and progressive relationships with other functional units within the company as well across internal departments
• Excellent analytical, problem-solving, and prioritization skills
• Ability to work under pressure in critical times (i.e. month ends, quarter ends)

The position described above provides a summary of some the job duties required and what it would be like to work at Insight. For a comprehensive list of physical demands and work environment for this position, click here.

About Insight

Today, every business is a technology business. Insight Enterprises, Inc. empowers organizations of all sizes with Insight Intelligent Technology Solutions™ and services to maximize the business value of IT. As a Fortune 500-ranked global provider of digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization solutions and services, we help clients successfully manage their IT today while transforming for tomorrow. From IT strategy and design to implementation and management, our 11,000 teammates help clients innovate and optimize their operations to run smarter. Discover more at insight.com 

• Founded in 1988 in Tempe, Arizona
• 11,000+ teammates in 19 countries providing Insight Intelligent Technology Solutions™ for organizations across the globe
• $8.3 billion in revenue in 2020
• Ranked #409 on the Fortune 500, #15 on the CRN Solution Provider 500, 2020 CRN Innovator of the Year Award
• 2020 Intel Innovation Partner of Year, 2020 Microsoft U.S. Partner of the Year and Worldwide Customer Experience Partner of the Year
• Ranked #7 on the 2021 Fortune World's Most Admired Companies (Information Technology Services industry), #70 on the Fortune 100 Best Workplaces for Diversity, #296 on Forbes World's Best Employers (#27 within IT), and #5 on the Phoenix Business Journal 2020 list of Best Places to Work

Today's talent leads tomorrow's success. Learn about careers at Insight: jobs.insight.com

Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.

Insight Manila Location: 10F-11F Robinsons Cyber Omega, Pearl Drive, Ortigas Center, Pasig City, Metro Manila, Philippines 1605.