Credit Analyst

Job Summary

The Credit Analyst will act as a liaison between customer, Credit Manager, and Cash Apps as each situation / scenario dictates. Perform reconciliations of customer accounts to resolve disputes, chargebacks and unapplied cash and weekly report-out to buying groups. Advanced Excel skills required to provide reporting to cross-functional teams and external customers on a recurring basis. Collaborates with IT on testing of new projects and assists with training.

Responsibilities

• Perform complex reconciliation, researching exceptions, determining courses of corrective action where necessary.
• Provide exceptional internal and external customer service by counseling customers in relation to their statement, invoice(s), credit / debit memo's, retailer portal / Gateway, payments, etc.
• Collect Resale Certificates to ensure proper set-up through Vertex and the release of ACE & DIB orders through their respective websites.
• Create and distribute with Credit Operations Manager month end reports and assist with some analysis.
• Assist with new IT projects being developed including testing and reporting.
• Perform weekly reconciliation and provide status of invoices sent/received via EDI to buying group.
• Work cross-functionally with IT and other teams, if necessary.
• Maintain day-to-day issues amongst team, including vacation schedule and coverage.

Qualifications

• 5+ years of work experience in credit, collections, accounts payable, cash applications, accounting, or dispute resolution.
• B.A. or B.S. in Business Related Field preferred or equivalent work experience.
• Advanced knowledge of Microsoft Excel (pivot tables, vlookup, etc.)
• Preferred system skills: SAP, OnBase Document Imaging.
• Ability to communicate openly and honestly with colleagues and customers.
• Takes personal responsibility for the quality and content of the work and complies with information confidentiality requirements where applicable.
• Ability to work in a rapidly evolving environment and quickly grasp new concepts by demonstrating and applying knowledge of these tasks timely and accurately.
• Establishes and maintains effective relationships by collaborating with customers by fully understanding and meeting their expectations.
• Seen as a team player that encourages collaboration and quickly gains trust and support of peers.
• Finds common ground and solves problems for the benefits of all.
• Excellent written and verbal communication skills with high degree of accuracy and attention to detail to internal or external customers.
• This position requires minimal travel on an as needed basis.
• There are minimal physical requirements for this position.

Pay

USD $72,000.00 - USD $92,000.00 /Yr.