Credit Analyst with Strong Collections Experience

2 weeks ago

Surrey, Canada Insight Lighting Full time

Credit Analyst

Reports to the VP Of Finance in NM (work location is Surrey, B.C.)

**Responsibilities**:

- Post payments to our US and Canadian customers as assigned.
- Process credit card payments and enforce collection of administrative charges.
- Make weekly AR collection and follow up calls.
- Monitor customers’ credit limit in ERP system below approved AR insurance limit.
- Alert past due accounts for hold orders and send timely payment reminders.
- Submit invoices and statement copies to customers and assist in monthly AR reconciliation.
- Coordinate back-up for invoicing when required with Sales reps and Customers.
- Other duties as assigned.
- Utilizes accounting software tools to maintain visibility and status of customer account balances.
- Responsible for monitoring returns / RMAs from customers and creating the associated credit memos.
- Works with the customer to determine root cause of dispute for unpaid or short-paid invoices. Identifies and documents detailed reason and recommends corrective action to resolve current and future disputes.
- Performs customer account reconciliations, including research of unapplied cash, and credits and unearned discounts. Recommends actions for resolution and avoidance of future reconciling issues.
- Evaluates collectability of unearned cash discounts, finance charges, small dollar invoices, etc. and performs write-offs of uncollectable amounts within their level of authority.
- Obtains appropriate credit information for approving credit limits.

**QUALIFICATIONS / REQUIREMENTS**:
**- 3 years of experience with accounts receivable, with exposure to accounting and finance.**

**- 3 years of credit and collection experience in a high-volume work environment**

**- High level of Excel knowledge preferred including pivot tables, vlookups, etc.**
- Strong written, oral communication and interpersonal skills with a positive disposition.
- Reliable with strong organizational skills and solution-oriented philosophy.
- Ability to work independently as well as in a team environment.
- Strong attention to detail with a passion for accuracy.
- Ability to prioritize tasks and demonstrate a willingness to accept new challenges.
- Ability to work with all levels of management to accomplish goals and objectives.
- Must be able to work in office for 5 days a week for regular business hours
- Works cross-functionally with sales team to maintain customer accounts. Experience with Inter-departmental communications a must.
- **Reports to VP of Finance in Rio Rancho New Mexico, US. The work location is in Surrey, BC.**

**Job Types**: Full-time, Permanent

Pay: $25.00-$27.00 per hour

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Paid time off
- RRSP match

Work Location: In person

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