Credit and Collections Analyst

Position Summary

The Assistant Credit Manager is responsible for assessing credit risk, maintaining audit compliance, and implementing effective accounts receivable collection strategies within their assigned territory. This role supports cash flow performance, reduces delinquency, and ensures accurate account management across the business.

Skills & Core Strengths

• Accounts receivable collections and aging management
• Credit risk assessment and audit compliance
• Customer communication and negotiation
• Problem-solving and dispute resolution
• Organization and attention to detail
• Analytical thinking and reconciliation skills
• Time management and accountability
• Able to multitask and manage competing priorities
• Professionalism in high-pressure situations
• Collaboration and cross-functional communication

What You’ll Do

• Proactively contact customers regarding past-due accounts via phone, email, and written communication.
• Maintain accounts receivable aging reports and prioritize collection efforts to achieve KPI goals.
• Research and resolve billing discrepancies, payment shortfalls, and account disputes.
• Verify accurate invoice delivery through customer payment portals and monitor payment status.
• Negotiate payment arrangements while adhering to company credit and collection policies.
• Accurately apply and reconcile customer payments within the ERP/accounting system.
• Maintain detailed and up-to-date collection notes and account documentation.
• Collaborate with Sales, Billing, and Credit Management to resolve account issues.
• Escalate high-risk or severely delinquent accounts as appropriate.
• Process file maintenance according to business controls guidelines.
• Ensure audit compliance with applicable laws, regulations, and internal controls.
• Assist the Senior Credit Manager with ad hoc reports and special projects.

What We’re Looking For

• Bachelor's degree in Finance, Accounting, or equivalent work experience.
• Minimum of 5 years of experience preferred in accounts receivable collections or a related finance role.
• Strong understanding of accounts receivable processes, credit policies, and aging analysis.
• Excellent verbal and written communication and negotiation skills.
• Ability to handle difficult conversations professionally and tactfully.
• Strong organizational skills with exceptional attention to detail.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel, including PivotTables and VLOOKUP functions.
• Experience with Dynamics SL, Salesforce, billing/payment portals, or similar finance software preferred.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

About Us

Avidex is committed to delivering exceptional service and operational excellence across our business. We pride ourselves on collaboration, accountability, and building strong relationships with our customers and internal teams. Our employees play a vital role in supporting financial operations, maintaining compliance, and contributing to the overall success of the organization. We value professionalism, innovation, and continuous improvement in everything we do.

What We Offer

• Competitive compensation plan
• Health, dental, and vision benefits
• 401(k) retirement plan with employer matching
• Paid time off and company holidays
• Opportunities for professional growth and development
• Collaborative and team-oriented work environment
• Training and continued learning opportunities

Location & Compensation

This position may be based in Lake Forest, CA or Cary, NC. The anticipated hiring range varies by work location and is based on factors such as skills, experience, qualifications, and internal equity. - Lake Forest, CA: $ 30.00 - $35.00 hourly - Cary, NC: $27.00 - $33.00 hourly Final compensation will be determined based on the selected work location and the successful candidate's experience and qualifications.