Credit & Accounts Receivable Analyst

Principal Duties & Responsibilities

• Analyze requests for credit extension on new and existing accounts.
• Establish credit lines and risk classes - Analysis will include financial records such as Income Statement, Cash flow Statement, Balance sheet and purchases of the company, payment habits, trade references, discussions with CFO, Internet Searches, etc.
• Obtain Insurance, cross company guaranties, PMSI’s,etc as appropriate to mitigate risk.
• Enter invoices in 3rd party systems.
• Researching unapplied cash.
• Review A/R aging report to determine status of collections and follows up on assigned past due accounts.
• Documents and initiates offsets and recommends write-offs to be processed.
• Minimize bad debt risk while maximizing accounts receivable collections.
• Negotiate customer disputes to resolution and document root causes.
• Maintain accurate credit and collection files.
• Reconciling cash transactions & third-party remittances.
• Other special projects as requested.

Qualifications

• Bachelor’s Degree in Business, Accounting, Finance, or related field (or equivalent work experience).
• Minimum 2 years of credit/collections experience.
• Working knowledge and application of all terms and conditions as they relate to collections and payment terms.
• Strong attention to detail.
• Effective customer service skills.
• Proficient utilization of Microsoft Excel (pivot tables, vlookup, if/and statements, etc.).

Preferred

• 3-5 years of credit/collections experience.
• Strong knowledge and application of all terms and conditions as they relate to collections and payment terms.
• 1-2 years financial statement analysis experience.
• SAP Experience.
• A/S 400 Experience.