Analyst - Account Services / SR (Hybrid) (Finance)

Position Description

Primary purpose:

• Work with business development, accounting, external customer, and field operations to support pipeline and terminal operations in Products Pipelines business unit.
• Position title will be assigned, depending on the qualifications, skill sets and experience of the successful candidate.

Essential duties and responsibilities:

• Support Terminal Operations by vetting Certificates of Insurance for Tank Truck Carriers and maintaining carrier setups in truck rack automation systems.
• Perform customer service support by handling BOL requests and funneling customer setup requests to field operations
• Consistently maintain and demonstrate a high regard for personal safety, for the safety of company assets, employees, and the general public.
• Maintaining several department email boxes
• Facilitating communication between Terminals and customer, addressing inquiries and resolving related issues pertaining to shipper authorization requests for carriers
• Support account manager with new shipper/amendment setups, track status of setup process and approvals, provide customers with terminal shutdown details and monitor closely all customer communications pertaining to customer setups.
• Assist with shipper inquiries, issues, and concerns pertaining to agreements, leases, fees, and product availability
• Work on multiple customer documents such as, Tri Party Agreements, Data sharing agreements, Connection Agreements.
• Work with Business Development, Contracts, Accounting, Legal to advance the documentation requests.
• Ensure all documents provided by shippers adhere to relevant state and KM policies
• Other duties as assigned.

Position Requirements

Minimum requirements:
Education:

• BS or BA degree, or equivalent experience, in Law, Contract Management, Finance, Accounting, Marketing, Computer Science, or General Business.
• Excellent computer skills including the use of Microsoft Excel and Outlook.
• Must possess skills in grammar and techniques of business composition.
• Excellent interpersonal communication skills for dealing with co-workers and customers.
• Ability to read and comprehend business contracts through work or educational experience.

Experience / Specific Knowledge:
Certification, licenses, registrations:

• A satisfactory driving record as determined by the Company and a current, valid State driver's license are required.
• If the employee is subject to a license or certification requirements or training as stipulated by local, state or federal agencies or the Company, now or in the future, compliance is required under this job description.

Competency, skills, and abilities:

• Well-balanced interpersonal skills and strong verbal and written communications skills are required.
• Must be accountable and take directions from Supervisors/Managers/Directors; keep required work schedules, which include regular and predictable job attendance; focus attention on details; follow work rules.
• Organizational skills and the ability to prioritize tasks are essential.
• Must be a problem solver with the ability to find resolutions.
• Must be able to handle multiple tasks and priorities, and handle work interruptions.
• Must be self-motivated and capable of working with minimal supervision and/or direction.
• Must be flexible and able to work effectively in a team environment and consistently maintain a professional and respectful demeanor/attitude with co-workers, clients, vendors, and regulatory agencies.
• Must be able to recognize and treat confidential information appropriately.
• Communicate clearly and understandably in English, both orally and in writing (includes telephone, grammar, and business composition skills).
• Ability to organize, establish and maintain filing and record keeping systems.
• Ability to prepare reports from electronic data and various sources.
• Ability to prepare reports and correspondence.

Physical demands:

• Ability to manipulate computer keyboard.
• Ability to read various documents, electronic and paper.
• Ability to work in an office environment at a workstation, usually sitting, for long periods of time.
• Ability to work remotely (telecommute), if required.
• Employee must be physically capable of completing and satisfying all training requirements as stipulated by local, state or federal agencies and/or Company Policy.

Working Conditions:

• Overtime required and extended work hours, including (weekends, holidays, etc.)
• Travel may be required, including overnight stays for several days.
• Majority of the work will be conducted from an office environment - controlled temperature.

Supervisory responsibility:

• None

Preferred education, experience, certifications, competencies, skills, and abilities:
Above the minimum requirement, not required but advantageous in this position:

• Use of Microsoft Word, Microsoft Teams, and SharePoint.
• Understanding of petroleum pipelines and terminals.

EQUAL OPPORTUNITY EMPLOYER STATEMENT: We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.