Credit and Collection Analyst

About the role

The successful candidate will manage customer credit risk and ensure timely collection of outstanding accounts receivable to support healthy cash flow and minimize financial loss. They will also build and maintain customer relationships, assist with accounts receivable tasks, review aging reports, and proactively follow up on overdue invoices.

Responsibilities

• Preparing and submitting customer account statements
• Following up on outstanding invoices via email, phone, meetings, or customer portals
• Identifying and resolving payment issues, billing errors, and customer disputes
• Building positive relationships and collaborating with customers and internal business partners including Account Executives, Program Managers, Senior Management, and corporate teams
• Providing updates to billing team regarding customer invoice requirements to ensure timely payment of invoices
• Maintaining detailed spreadsheet of invoice progress, aging, and customer updates
• Tracking and reporting the accruals for write-offs and bad debts
• Analyzing and monitoring aging invoices and cash flow to ensure achieving planned financial results
• Creating weekly and monthly AR and aging invoices reports for the senior managers, sales team, and other stakeholders
• Researching and analyzing financial data to identify the root causes of AR issues, implementing solutions to support productivity and improve performance
• Performing other duties and responsibilities as requested or required

Requirements

• Solid accounts receivable knowledge with preferred experience in construction industry
• Customer service oriented
• Solid team orientation
• Excellent interpersonal, written and verbal communications skills and ability to deal with a wide cross section of people both internal and external to the business
• Proficiency in Microsoft Excel, and experience with financial software including ability to track invoices, run reports, data entry, etc.
• Strong planning and organizational skills
• Very adaptable – responds effectively to changes in situation or information; ability to influence others and build consensus using good written and verbal communication skills

Qualifications

• Education: High School/GED or equivalent experience
• Preferred Education: 2–4-year college degree
• Minimum Experience: 3 years collections, billing, and/or financial

Skills

• Accounts Receivable Knowledge
• Construction Industry Experience (preferred)
• Customer Service Orientation
• Team Orientation
• Interpersonal and Verbal Communication Skills
• Microsoft Excel Proficiency
• Financial Software Experience
• Planning and Organizational Skills
• Adaptability and Influence Skills

Benefits

• Company Holidays and Paid Time Off
• Medical, Dental & Vision Plan
• Life Insurance & Disability Plan
• Wellness Program
• 401K Matching Plan
• Colleague Assistance Program
• Tuition Reimbursement
• Competitive Salary and Compensation Plan
• Vehicle Reimbursement Plan or Company Vehicle (if applicable)
• Corporate Social Responsibility Day
• Cell Phone Reimbursement (if applicable)
• Paid Parental Leave

Company

We are a 20-year-old, globally recognized, serviced-based systems integrator dedicated to being our customer's best service provider. We believe in diversity and uphold our 10 core values and beliefs to foster a positive, inclusive workplace where everyone can thrive.