应付账款分析师
AP Analyst
项目：Global Partners LPBLI / 流程名称：Global Partners LP
职位：零售审计专员
人数：1
按职位分类的新聘/替换人员（HC）
新聘
计费/未计费/BU/OPS 框架
计费
计费新机会的SFDC ID
未计费/框架招聘原因
该资源是否属于专项计划
城市/地点：标准化技能集：[参见附件Excel]
职位性质：（个人贡献者或团队管理）个人贡献者
班次（APJ / EMEA / US / 任意组合）：US
客户对接：（是/否）是
是否需要出差：（是/否）否
是否需要外派：（是/否）否
面试经理：Edsel Pia Parrocha/Renz Angelo Bautista
汇报经理：Renz Angelo Bautista
教育背景：财务/会计专业毕业
所需经验：审计、总账、报表
职位描述：熟练使用Excel，包括以下内容：
- 使用批注
- 输入计算
- 颜色编码
- 条件格式
学习并使用Box进行以下操作：
- 上传流程
- 重命名
- 归档
- 导航文件夹路径
沟通能力包括：
- 与门店/区域经理的邮件沟通
- 与门店/区域经理的电话沟通
- Zoom会议
- Teams
能够使用Outlook导航并上传文件
每天审核50多个站点的文件
- 每天审核以确保所有必要文件已提交
- 分析文件以确定是否存在任何问题
- 在Excel中记录为已完成的文件
o 如果存在任何问题，也应记录并在表格中进行编码
- 将所有文件上传至Box
学习并使用PDI软件运行某些分析报告
- DRSA审查
o 现金余额
o 记录
- DRE审查
o 审计
每周对每个站点进行录入错误审计
- 将文件中的数据与门店输入的数据进行比较
- 更正任何错误
- 在登录表上标记为已审计
每周对所有站点进行燃油审查
- 使用每日文件研究燃油差异以确定原因
- 将结果整理成周报并提交给高级主管
- 根据需要更正条目或向运营部门报告问题以解决
如果在文件处理过程中发现任何问题，应遵循升级流程
- 包括与门店/区域经理沟通以解决问题
- 应每天跟进这些升级事项
- 应遵循适当的升级链
当月的所有文件应在下个月的第四个工作日之前完成并经过审计
查看英文原文
Program:Global Partners LPBLI / Process Name:Global Partners LPDesignation:Retail Audit SpecialistNo of Head Count (s):1New Hires/Replacement Hires (HC) by DesignationNew HireBilled /Unbilled / BU / OPS BenchBilledSFDC ID for Billed New OpportunityReasons to hire Unbilled / BenchIs this resource part of Specialized ProgramCity / Location:Standardized skillset: [Refer attached excel]Nature of Job: (Individual Contributor or Team management)Individual ContributorShift (APJ / EMEA / US / Any combination):USClient Interfacing : (Yes/No)YesTravel Involved : (Yes/No)NoDeputation Involved : (Yes/No)NOInterviewing Manager :Edsel Pia Parrocha/Renz Angelo BautistaReporting Manager :Renz Angelo BautistaEducational Background:Finance/Accounting GraduateExperience Required:Audit, General Ledger, ReportsJob Description:Excel Proficient with knowledge on the ff: - Use of comments
- Keying calculations
- Color coding
- Conditional formatting
Learn/use Box for the following functions:
- Upload process
- Renaming
- Filing
- Navigating folder paths
Communication skills including:
- Email communication with stores/Territory Managers
- Telephone communication with stores/Territory Managers
- Zoom meetings
- Teams
Ability to navigate and use Outlook to upload paperwork
Review daily paperwork for 50+ sites
- Review each day to make sure all required documentation is submitted
- Analyze paperwork to determine if any issues are present
- Log paperwork into Excel as complete
o If any issues are present, those should also be noted and coded into the spreadsheet
- Upload all paperwork to Box
Learn & use the PDI software to run certain reports for analysis
- DRSA review
o Cash o/s
o Entries
- DRE review
o Audits
Audit each site weekly for entry error
- Compare paperwork figures to the entered figures by the store
- Correct any errors
- Code as audited on login sheet
Weekly fuel review for all sites
- Research fuel variances using daily paperwork to determine cause
- Compile results into a report that is submitted weekly to a Senior
- Correct any entries as needed or report issues to Ops for resolution
If any issues are noted within the paperwork process, the escalation process should be followed
- Includes communicating with the site/TMs for resolution
- Follow up on these escalations should be done daily
- Appropriate escalation chain should be followed
All paperwork for the month should be complete and auditedby the fourth business day of the following monthOriginally posted on Himalayas