Credit Analyst

About the role

The Credit and Collection Analyst is primarily responsible for an assigned portfolio of customer accounts and resolving account issues that impact payment, order processing, account aging, and customer satisfaction. This role works closely with customers and internal departments to support timely payments, resolve account discrepancies and maintain accurate account information.

Responsibilities

• Manage an assigned portfolio of customer accounts by reviewing aging and payment history to identify past due accounts that require follow up
• Research and assist in resolving complex invoice discrepancies, deductions, short payments, pricing disputes, freight claims, and tax-related issues
• Spot check customer orders for accuracy, verify that the purchase order matches the order for bill to address, ship to address, invoice delivery and dollar totals
• Confer with clients to verify their financial/credit transactions and resolve disputes
• Enter invoices online for certain customers
• Set up new customers in the system and verify address, tax exemption status and invoice delivery

Requirements

• High school degree/GED required
• Associate degree in Business, Finance, Accounting, Supply Chain, or related field preferred
• 3+ years of related experience preferred

Qualifications

• Basic knowledge of Microsoft Word and Excel required
• Experience with ERP systems such as SAP, Oracle, Microsoft Dynamics, JDE, or equivalent
• Strong communication, organization, problem solving and customer service skills

Skills

• Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
• Initiating Action: Take prompt action to accomplish work goals; take action to achieve results beyond what is required; be proactive.
• Communication: Convey information and ideas clearly and concisely to individuals or groups in an engaging manner that helps them understand and retain the message; listen actively to others.
• Collaboration: Work collaboratively with others across the organization to achieve shared objectives.

Working Conditions

Work is performed in an office environment and requires the ability to operate standard office equipment.

Benefits

• Competitive Pay
• Annual Bonus
• Eligible for Annual Pay Increases
• Comprehensive Health, Vision, and Dental Coverage
• 15 days Paid Time Off + 11 Paid Holidays
• Two Ways to Save for Retirement: Badger Meter contributes 25 cents for every dollar you contribute to the plan, up to 7% of your eligible compensation. In addition to the match, the company will also contribute 5% of your eligible compensation to your Defined Contribution account on an annual basis.
• Additional access to a certified financial planner to help ensure your money is working for you, at no cost
• Employer Paid benefits including: Employee Assistance Program (EAP), Basic Group Life Insurance, Short Term Disability, and more
• Educational Assistance – Tuition Reimbursement up to $5,250
• Voluntary benefits including: Additional Life Insurance, Long Term Disability, Accident and Critical Illness coverage
• Health Savings Account (HSA) & Flexible Spending Account (FSA) options