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Customer Financial Services Analyst

Accounting & Finance

4+ Years working within the Financial Sector
Excellent Client Management skills




•	Develop given portfolio, maximizing profit while minimizing risk exposure for Deckers Brands
•	Review Financial Statements and assess Future Risk associated with an account’s credit line
•	Work with Management to ensure that the Daily Sales Outstanding (DSO) is trending downward
•	Assist with Demand Planning departments, to help ensure availability of orders being booked/ released
•	Maintain relationship with associated Sales Representatives and Clientele regarding account status
•	Escalate unresponsive and bankrupt businesses appropriately, referring 3rd party collections if necessary
•	Researching escheatment items, ensuring all items are cleared according to Auditing guidelines
•	Input financial information regarding payment, creating and maintaining profiles within Orbital
•	Run Daily and 45- Day Credit Holds Reports, releasing product orders as necessary
•	Process payments provided by businesses, validating listed externalities and discounts available 

•	Offer, encourage and acquire services for clientele to help with clientele’s financial needs
•	Set, commit to, and obtain daily, monthly and quarterly sales goals
•	Create and sustain highly valued business relationships, assuring the best in quality and service 
•	Use established business relationships to acquire additional services provided by Wells Fargo
•	Process, submit, and complete monthly accounts payable, audit updates, and regulation tests

Foreign Currency & Merchant Transaction Teller

Find out detailed information about CAMERON GEISER, Customer Financial Services Analyst in OCEANSIDE, CA

CAMERON GEISER: Customer Financial Services Analyst in OCEANSIDE, CA

CAMERON GEISER

University of California Santa Barbara