Description

The Senior Credit & Collections Analyst will play a crucial role managing the credit and collections functions, ensuring timely and accurate processing of payments, mitigating credit risks, and maintaining positive relationships with customers. This role requires a strong analytical mindset, attention to detail, and excellent communication skills. The Senior Analyst is expected to professionally represent our organization, both internally and with external customer contacts. The position requires a positive attitude and willingness to adapt to the changing needs of the business.

Essential Duties and Responsibilities:

· Credit Analysis:

o Assess the creditworthiness of new and existing customers, considering industry specific factors.

o Analyze financial statements, credit reports, and other relevant information to make informed credit decisions.

o Establish and monitor credit limits.

· Collections:

o Implement and manage effective collections strategies to minimize overdue accounts.

o Contact customers for payment and negotiate payment plans when necessary.

o Resolve payment discrepancies and disputes in a timely manner.

o Prepare customer statements and aging files and reviews the aging of past due invoices and unapplied payments; including follow-up with the customer to insure timely resolution of disputed and/or unpaid invoices.

o Independently follows through on required actions.

o Communicate timely and effectively with plant, distributor, sales team, and other internal teams to resolve customer invoices, disputes, credits, short pays, etc.

o Work closely with project managers to address payment issues related to specific construction projects.

· Reporting:

o Generate and analyze reports related to credit and collections performance.

o Provide regular updates and recommendations to management regarding credit risks.

· Customer Relationship Management:

o Build and maintain positive relationships with customers, sales teams, and other stakeholders.

o Address customer inquiries related to billing and payments promptly and professionally.

· Process Improvement:

o Identify opportunities for process improvement within the credit and collection’s function.

o Implement best practices to enhance efficiency and effectiveness.

· Ensure internal controls are being followed.

· Miscellaneous tasks/ad-hoc requests as needed.

Requirements

Skills and Attributes:

· Excellent analytical and problem-solving skills.

· Effective communication and negotiation skills.

· Proficiency in using relevant software and tools. Microsoft Excel and Outlook. (Syteline, NetSuite a plus)

· Ability to prioritize and multi-task and be flexible in a fast-paced environment and meet deadlines.

· Ability to be an effective team member and display teamwork and initiative.

· Ability to work independently and possess initiative and self-start qualities.

· Ability to learn new software and programs quickly.

· Experience with digital or robotic processing, Billtrust, and multiple ERPs strongly preferred.

· Knowledge of construction contracts, project billing cycles, or familiarity with AIA billing.

Education and/or Experience:

· 8+ years’ experience as a credit and collections analyst(required), plus for manufacturing and construction background.

· Bachelor’s Degree in Finance, Accounting, or a related field, preferred.

· Excel Assessment will be required.

Must be able to provide 3 references willing to complete a questionnaire.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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