Senior Credit and Collections Analyst

Job summary

You will also be responsible for managing a portfolio of accounts and establishing effective relationships and thereby becoming the expert on these accounts. The position collaborates closely with the Sales and Operations teams.

Essential job functions

• Manage a portfolio of accounts receivable by monitoring risks, trends, credit held orders, assigning prudent credit lines and communication with regional reps and internal sales management.
• Review new dealer credit applications and assigns appropriate credit lines.
• Research and resolve customer debit memos, and short ships, etc.
• Place customer collection calls daily in a friendly and professional manner.
• Maintain assigned customer master files and data.
• Prioritize tasks with fluctuation of account needs.
• Backup for credit card processing and research.
• Work with Finance leadership on various projects and other duties as assigned.

Minimum requirements

Education and Experience

• BA in Accounting, Finance or similar field with 3 - 5 years of experience required
• At least two years of experience in credit and collections required.
• Experience with ERP systems (JDE preferred).
• Experience in manufacturing environment.
• General accounting professional level, including journal entries and reporting responsibilities.
• Knowledge of Generally Accepted Accounting Principles (GAAP).
• Must have knowledge of standard cost systems.
• Significant analytical skillset, including the utilization of BI and reporting tools
• Proficient with Microsoft office (Excel, PowerPoint, Word)

Other Important Requirements

• Must be able to work well independently and as part of a team.
• Detailed oriented and analytical.
• Must be flexible to meet deadlines.
• Excellent communication skills with the ability to build relationships.
• High level of business acumen.
• Ability to manage confidential information.