Trustpower Job Description
Job Title: / Junior Reconciliation AnalystReports To: / Commercial Manager (Wholesale)
Direct Reports:
Indirect Reports:
Function: / Trading
Position Code:
Band:
Location: / Tauranga
Date Reviewed: / October 2015
Purpose Statement
A development role designed to cultivate experience in all reconciliation functions and give a good understanding of the end-to-end processes and foster strong analytical skills. The Junior Analyst role is intended to be a supporting role to the Reconciliation Analysts with the possibility to progress into a Reconciliation Analyst role over time. The Junior Analyst will provide recommendations and help implement initiatives that reduce discrepancies, deliver continuous operational improvement and result in improved quality of service.
To analyse wholesale supply charges to ensure charges are correctly invoiced and are optimised for the customers’ requirements. To ensure that sound reconciliation systems and processes are in place so that payments can be accurately reconciled to Trustpower sales data and resolve all discrepancies in a robust and timely manner.
The Junior Reconciliation Analyst will:
v Analyse monthly energy, line and other charges in accordance with agreed contract timetables and process invoices for these charges
v Develop and enhance processes and systems to ensure accurate reconciliation of wholesale charges
v Analyse sales data to ascertain that the services provided have been on sold to customers
v Ensure payments and discrepancies are reported appropriately
v Improve business processes and allow more efficient operating of reconciliation processes
v Optimisation of distributor supply rating to ensure lowest cost to customers
v Understand how the reconciliation process fits into Trustpower and the implications across other departments
Key Accountabilities
The Junior Reconciliation Analyst will:
Financial Performance
1. Ensure wholesale supply purchase costs are calculated accurately and losses minimised in order to maximise gross profit
2. Accurately assess all variances in Energy loss reporting
Reconciliation
1. Audit wholesale supplier invoices against contracts and internal monitoring tools to verify that all charges are valid and accurately billed to customers.
Operations and Process Improvement
1. Improve processes and systems to ensure products are able to be reconciled and wholesale costs verified
2. Identify projects and opportunities for improvements in automation, cost reductions and revenue generation
3. Provide robust BAU solutions for the reconciliation team
4. Provide technical analysis and support to team members
5. Undertake projects as agreed
6. Ability to adapt to changing requirements
Team Work
1. Actively support Trustpower strategies and goals
2. A Professional approach taken in interactions with all staff and customers
3. Willing to ask for and provide assistance within the team
4. Liaise between business units, and support teams
Analysis
1. Resolve issues that impact on the timeliness and accuracy of outputs
2. Provide analytical support to the Reconciliation team
3. Proactively analyse data and provide well thought out solutions by interrogating data. Interpreting results and assessing impacts of alternative mitigation strategies
4. Support the development and implement changes to the reconciliation system and reports to meet company and industry requirements
Risk Management
1. Adhere to company policies including health and safety and report any risks or incidents.
2. Support health and safety initiatives.
3. Create a safe work environment for self and others.
4. Support Business Contingency and Disaster Recovery Plans.
Knowledge, Skills, and Experience
Success Criterion / DescriptionNumeric Literacy / Developing analytical skills and ability to use data to inform decisions
Learning Agility / Must be able to learn, understand and apply new technologies and concepts
Technical Capability / Advanced level of computer literacy:
- MS Excel – Advanced
- Database Design – Medium
- SQL/Access Queries - Medium
Emotional Intelligence / High degree of emotional intelligence and advanced interpersonal, written and oral communication skills
Leadership / High performance work environment is embedded that makes the organisation a great place to work and delivers commercial success
Communication / Excellent verbal communication skills with the ability to relate to a wide range of people.
Service Delivery Excellence / Providing superb customer service across all products and services that creates and sustains customer loyalty
Other / Relevant degree in Business, Technology or commerce
Attention to detail
Able to work to deadlines and multi-task
Proven problem solving skills
Results oriented
Understanding of Industry rules, obligations,
Excellent planning and organisation
Strong Alignment with Trustpowers Values and DNA
Working Relationships
Internal / GM TradingWholesale Supply and Reconciliation Manager
Commercial manager (Wholesale)
Reconciliation Team
Wholesale Supply and Reconciliation Teams
Account Managers
Customer Experience Business Unit Teams
Trustpower Management
Trustpower Staff
External / Distribution Companies
Retailers
Other Wholesale suppliers
Authorities
As per Delegated Authorities Policy