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Robert Half Credit Analyst in LOUISVILLE, Kentucky

Description Job Duties:

This role sits within our Brokerage and Investigation department within our Brokerage and Accounts Receivable function, in the US.

The primary responsibility of the Brokerage and Investigation department is to support the business for the administration of brokerage rates for Global Broking in Europe. The department is composed of three key functions, all of them are closely linked together and all team members will be trained to perform all key functions: (i) documentation of our fee schedules, (ii) maintenance of those fees into our systems and (iii) investigation of queries raised on our invoices.

This is a client facing role where you may interact directly with clients on brokerage related queries.

Key Responsibilities will include:

Brokerage Documentation & Management

• Work closely with our businesses and other functions (e.g. CRM and Pricing Teams) to document brokerage terms for new & existing clients

• Ensure that the documentation is validated and distributed to our clients and business as appropriate.

• Ensure that the documentation is then managed through the remaining workflow, to ensure accurate brokerage data management within our systems.

• Ensure that the documentation is accurately stored, such that it can be retrieved as and when necessary.

Brokerage Data Management:

• Responsible for the translation of the fees detailed in the brokerage agreements, into the relevant brokerage data systems, for all relevant products.

• Input brokerage fees in the relevant systems for new/ amended rates and discounts.

• Perform 4/6 eyes checks for the new rates input and regular ad-hoc checks on discounts and rates to ensure reliability of our data.

• Suggest technical enhancements to the systems and work towards centralisation of the brokerage rates.

Customer Investigations:

• Ensure the effective and efficient management of trade investigations raised by clients following the review of their invoices, liaising with appropriate departments to solve them.

• Perform the brokerage checks requested by the audit.

• Track and analyse the transactions where brokerage has been input manually.

• Suggest improvement to the systems and processes.

• Design and implement reconciliations and MI/KPIs to support our business and evidence controls

• Create manual invoices, as appropriate, ensuring that the relevant checks and controls are in place (e.g. SEF invoices)

General

• Ensure that processes are documented and, where possible, that processes are aligned, across business lines and entities.

• Be responsible for the evolution of the function, and any improvements of processes. Requirements Approve Credit, Banking Credit Analysis, Excel Formulas, MS Excel

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.3195. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/terms-of-use) .

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