Credit & Collections Analyst
RESPONSIBILITIES:
- Responsible for credit risk, customer master data, invoicing exceptions, cash application, customer collections, and quote to cash dispute resolution in the US, Mexico, and Canada with global involvement, supervising 1 direct report.
- Develop and maintain reporting/dashboards to monitor progress of team goals and responsibility achievement.
- Create spreadsheets and databases to facilitate transparency, more efficient credit assessment, and collection efforts, while developing other team members’ skillsets.
- Implement, lead, influence and participate in team member 1 on 1’s and cross functional meetings to improve communication, customer past dues, and Days Sales Outstanding (DSO).
- Identify, research, reconcile, and collaborate with cross functional departments and external customers to resolve quote to cash transaction discrepancies.
- Provide strong judgment and decision making to mitigate risk associated with customer credit, including credit limits, terms, overall risk, and order holds.
- Independently manage an assigned customer collection portfolio.
- Participate in special projects as needed including the opportunity to influence and support the implementation of the Oracle ERP system.
- Identify and implement opportunities for system & process improvements within and across functions in the quote to cash stream.
REQUIREMENTS:
- Bachelor’s degree, or equivalent experience
- Minimum 5+ years of Accounts Receivable, collections, disputes, or customer service experience in a manufacturing or distribution environment
- Exceptional Microsoft Office Suite skills (Excel, Word, Access, and PowerPoint).
- ERP business system experience required (preferred experience with Oracle).
- Demonstrate strong organizational skills, with acute attention to accuracy/detail, and ability to self monitor quality of work.
- Comfortable in a fast paced, growing and changing environment.
- Must demonstrate exceptional communication skills by conveying necessary information correctly, listening effectively, and challenging when needed.