The Senior Credit and Collections Analyst will act as portal focal and participate in all aspects of collections activities including analyzing customer’s payment portals to perform account analysis, identify disputes and expedite resolution of billing issues to increase cash flow.
The ideal candidate will be detail-oriented and possess strong organizational skills, a positive attitude, strong analytical and problem-solving skills and will have the ability to build and maintain relationships with customers.
Essential Functions:
Analyze payment status within multiple payment portal platforms including Ariba, Coupa, Oracle, Taulia, Cognizant, Tungsten, as well as others.
Work within payment portals to upload missing invoices and identify rejected invoices.
Work with Branch Managers and Sales Reps to process credits and rework on disputed invoices, ensuring accurate billing is entered into payment portals timely.
Lead all aspects of collections activities on past due assigned accounts to improve DSO.
Coordinate data and facilitate meetings and AR reviews with Branch Managers, Sales Reps, and customers.
Identify/track key pipeline transactions to ensure accounts are in good standing.
Handle special projects and assignments for leadership team.
Requirements:
Bachelor’s degree in finance, accounting, or equivalent work experience.
Minimum 3 years credit and collections experience preferred.
Proficient in Excel including VLOOKUP and pivot tables.
5% minimum travel.
Skills & Qualifications:
Proficient with Office 365 Suite.
Epicor P21 or similar financial software.
Ability to work independently and as part of a team.
Goal oriented and focused.
Ability to work under pressure and meet deadlines.
Ability to excel with minimal supervision.
Analytical and critical thinking skills.
Strong time management and multitasking skills.
Excellent communication and negotiation skills.
Project management.
This job description is not intended as a complete list of all job duties.
The incumbent may be required to perform
other duties and tasks.
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