Analyst, Transactional Control Customer Relationship Management, Finance

Job Description

The analyst, Transactional Control CRM Finance ensures the timely, accurate and complete overview of commercial orders in Canada Post’s financial systems and leads or participates in projects resulting in continuous improvement to CPC’s financial reporting systems.

Job Responsibilities

Below are the main job requirements and responsibilities for the Analyst, Transactional Control CRM Finance:

• Identifies, analyzes, develops strategies, plans, and coordinates the design, development and implementation of business process improvements and monitoring of Commercial orders to ensure timely, complete and accurate orders. Recommends to senior management priority areas for future development or enhancement. Participates in contingency planning due to labour disruptions as it relates to billing for commercial customers.

• Manages and coordinates, in conjunction with other internal as well as external customer departments, technological change, employee impact studies, feasibility studies, cost/benefit analysis, specialty audits, implementation planning, quality assurance, etc. to ensure that business process changes occur in an efficient, effective, economical and seamless manner.

• Supervises and coordinates the work of others in carrying out specific assignments and be responsible for a team of unionized staff to carry out such tasks. Initiate staffing of unionized staff when required. Will participate in all aspects of the staffing process.

• Controls and monitors commercial orders within SAP to ensure orders are processed in accordance with customers billing preferences. Coordinates the generation of daily order monitoring reports, completion of CRM cases within standard, assignment of suspended orders for correction and weekly reporting to ensure operational KPI metrics are being delivered.

• With Purchasing, and other relevant functions, participates in the development and evaluation of Requests for Proposals (RFP's) or Requests for Information (RFI's) issued in support of planned business process improvements and enhancements. Conducts tasks associated with financial assessment and evaluation of the alternatives.

Job Responsibilities (continued)

• Controls, monitors and reports supplier invoice to ensure costs are within budgets. This will require approval of invoices by performing goods receipt and adhoc audits to ensure suppliers are complying with RFP requirements.

• Develops scripts for automated loading (i.e. Winshuttle) to be used by other functions and team members that will assist in the efficient processing of SAP orders. Work with Innovapost and Winshuttle support team to troubleshoot and find solutions scripts are not functioning. Plans, develops and executes testing when there are any new software releases.

• Designs, develops and maintain order and training documentation to support new or revised business or system process changes.

• Approves weekly and monthly invoice runs related to Commercial Billing Approves system changes into production related to Commercial Orders. Creates and approves accruals related to Commercial orders not billed and supplier costs not processed.

• Keeps current with developments in the latest relevant technology, business practices, auditing, and software tools and techniques.

Qualifications

Education

• Post-secondary education in a business, Commerce or Accounting discipline

Experience

• 1-3 years’ experience implementing business process changes or in change management

Other Candidate Requirements

• Proficiency with MS Office, specifically data analysis using MS Excel or MS Access
• Adept at decision making and problem solving
• Influential with superior negotiating and relationship management abilities
• Excellent verbal and written communication skills
• Strong customer service orientation
• Enrolment in a professional accounting designation an asset

Other Information

Essential Requirements

Knowledge

• Solid understanding of finance and accounting principles, including billing, accruals, and cost monitoring.
• Working knowledge of S4 Order Management, billing, and invoicing
• Proficient in CRM systems and Power BI for reporting and data visualization.
• Advanced proficiency in Microsoft Excel (pivot tables, XLOOKUP/VLOOKUP, Power Query, data validation, macros) and full Microsoft Office Suite (Word, PowerPoint, Access, Outlook, Teams).
• Demonstrated knowledge in data analysis, financial reconciliation, and reporting accuracy.

Abilities

• Analyze complex financial and operational datasets to uncover trends, identify gaps, and recommend improvements.
• Communicate effectively across cross-functional teams including Finance, IT, Sales, Product, Operations, and Customer Service.
• Apply strong problem-solving and critical thinking to resolve issues and support decision-making.
• Exhibit a collaborative mindset with a commitment to continuous improvement and operational excellence.
• Manage multiple priorities in a fast-paced environment with composure and efficiency.
• Troubleshoot billing and invoicing issues, conduct root cause analysis, and perform system testing as needed.

Suitability

• Demostrated experience in finance, billing, or commercial order management enviroment.
• Proven ability to working collaboratively across departments and with external stakeholders to achieve operational KPIs.
• High attention to detail with a focus on compliance, accuracy, and timely execution.
• Proven adaptability and initiative in responding to evolving technologies and business requirements.
• Commitment to continuous learning and staying current with industry best practices and emerging tools.