Credit & Collections Analyst Resume Samples

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M Langosh

Maximillia

Langosh

4792 Bergnaum Corner

Detroit

+1 (555) 270 0889

4792 Bergnaum Corner

Detroit

Phone

p +1 (555) 270 0889

Experience Experience

Los Angeles, CA

Credit & Collections Analyst

Los Angeles, CA

Rippin, Brekke and Barton

Los Angeles, CA

Credit & Collections Analyst

Assist Collections Lead and Credit Manager to identify and implement process improvement initiatives and best practices
Actively manage workload and escalate inefficiencies and concerns to the Order to Cash Manager
Assist with the development of additional reporting in Solutions View
Work with customers, management and internal departments to determine alternative payment options when necessary
Develop strong working relationship with the Affiliates and BPO partner
Perform day-to-day functions ensuring effective and efficient management of accounts
Perform credit checks on new and existing clients to establish credit limits

Chicago, IL

Credit / Collections Analyst

Chicago, IL

Powlowski, Abshire and Bins

Chicago, IL

Credit / Collections Analyst

Consistently improve productivity and efficiency through process improvement initiatives, time management and change management
Makes recommendations to manager of changes to established credit codes
Investigate customer credit applications and make recommendations to Credit Manager
Assists clients with invoice issues; assists in reconciliation of accounts
Proactively seek 'root causes” of late payments and recommend process improvements to drive efficient and effective operational performance
End to end management of assigned customer A/R portfolio from account set up to cash collections/dispute management including
Approves or rejects new work submitted for credit authorization within established limits

present

Detroit, MI

Senior Credit & Collections Analyst

Detroit, MI

Homenick-Nader

present

Detroit, MI

Senior Credit & Collections Analyst

present

Provide analysis on accounts to assist with bad debt reserve and help minimize exposure
Makes all necessary adjustments, corrections and write-offs as instructed
Assist with the evaluation and management of our 3rd Party collection agencies
Assist senior management in evaluating our current credit review process and improving our credit approval policy
Perform credit underwriting end-to-end process, providing review of credit applications in accordance with corporate policy
Evaluation of credit risk and establishment of credit limits, subject to management approval
Provide Assistance and guidance to our outsource team and act as a point of escalation

Education Education

Bachelor’s Degree in Accounting

University of Pittsburgh

Bachelor’s Degree in Accounting

Skills Skills

Excellent interpersonal skills, highly organized, strong follow-up and follow-through skills with excellent attention to detail
Strong attention to detail, analytical aptitude, commitment to accuracy and quality
Strong knowledge and understanding of financial analysis, credit ratios and mathematical calculating ability
Ability to use professional concepts and company policies and procedures to solve a variety of problems
Proficiency in Microsoft Office with a strong emphasis on Microsoft Excel
Excellent organisation skills with proven abilities with regard to accuracy and attention to detail
Proficiency in English and applicable local language(s)
Capital equipment industry/Global Trade/Contract Review experience highly desirable
Strong organizational skills and attention to detail
Excellent written and oral communication skills – ability to communicate with management, employees and customers

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Credit & Collections Analyst Project Hire Resume Examples & Samples

Working knowledge of systematic collection tools is a plus
Working knowledge of bankruptcy is desired
Experience in Music Licensing, Licensing and/or Contracts is a plus

Credit & Collections Analyst Resume Examples & Samples

Perform the station credit and collection functions
Determine credit liability associated with new agencies and advertisers
Manage credit limits and credit blocks
Reconcile customer accounts
Resolve past due balances
Process sales and accounts receivable adjustments
Conduct meetings with sales staff to address and review accounts receivable issues
Additional duties and responsibilities may be assigned as necessary

Credit / Collections Analyst Resume Examples & Samples

2+ years of experience within an Accounts Receivable Department / Credit & Collections Department
Microsoft Office/Suite (Pivot tables and V-lookups)
Computer / Systems savvy

Credit & Collections Analyst Resume Examples & Samples

Evaluate Customer Credit (Approve/Revise Credit Limits)
Maintain Customer Master Data
Review and release order (credit) blocks
Manage customer collections: review open items, contact customer, dunning procedure, manage disputes
Evaluate Bad Debt Provisions on a quarterly basis in-line with closing calendar
Prepare AR Ledger Review, including aging analysis for Financial Directors of the affiliates
Propose and implement initiatives aimed to improve efficiency and quality of the process
Develop strong working relationship with the Affiliates and BPO partner
Serve as the key contact relating to all Credit & Collection activities for the affiliate or cluster of affiliates
Request credit guidance and approval from Treasury
Assist in audit preparation and all other projects assigned
Systems
Advanced MS Office
Business Processes & Corporate Policies
Analysis of financial data
Understanding of End-to-end Order to Cash cycle

Credit / Collections Analyst Resume Examples & Samples

Strong background and experience to handle aged AR>90days
Have strong interpersonal skills to work with fellow team members in driving down aged AR >90days
Ability to demonstrate good teamwork, approach and work independently to drive down aged AR>90days
Demonstrate ability to highlight and escalate to internal and external stakeholders to drive down aged AR>90days
Demonstrate positive engagement with internal stakeholders and senior management to find resolution to issues and drive down aged AR >90days

Temporary Credit & Collections Analyst Resume Examples & Samples

Manage a portfolio of large and smallretail customers to ensure prompt resolution of past due invoices
Review orders on credit referral against the retailer accounts receivable balance and credit limit to determine if orders are to be held
Ensure that the company’s credit andcollection policies, practices and procedures are applied to daily activities at all levels
Prepare documentation necessary to submit a write off to Accounts Receivable
Issue monthly statements of past dueinvoices to retailers as needed
Prepare reports utilized to conductmonthly accounts receivable reviews
Assist in the development and updateof the department policies and procedures
Assist with special projects,reporting and other duties as assigned by management
BS or BA inAccounting/Finance/Business, or currently enrolled in a 4-year degree program
Minimum 1-2 years credit andcollection experience
Customer Relations and Negotiationskills
Strong written and verbalcommunication skills
Experience with Access, SAP, a plus

Credit / Collections Analyst Resume Examples & Samples

Associates or Bachelor of Science in Business/Accounting or comparable experience
3-5 years’ experience in commercial collections with a manufacturer or an industrial products company
A detailed understanding of credit, invoicing, and AR processes
Proficient in the use of Microsoft products including Microsoft Excel
Detailed working knowledge of Oracle JD Edwards is highly desirable
Ability to communicate with other departments and management in both verbal and written form
Resolve outstanding deductions, over-payments, and open credits with customers
Prepare monthly analysis for management review

Credit & Collections Analyst Resume Examples & Samples

3+ years of relevant Credit and Collections experience
Knowledge of Financial Statement analysis
Solid analytical, problem solving and negotiation skills

Credit & Collections Analyst Resume Examples & Samples

2+ years of Credit experience
Microsoft Office/Suite proficient (Outlook, Word, PowerPoint, Excel, etc.)
Infor experience

Credit & Collections Analyst Resume Examples & Samples

Monitor receivable accounts by reviewing aging reports to timely identify delinquent accounts
Make daily collection calls and/or send emails to customers and partners for past-due invoices and short-payments using a consistent escalation process
Create rapport with customers and partners to strive for payments received within term limits
Research and resolve account discrepancies, short payments, credit notes or overpayments
Partner with the sales organization to resolve invoice disputes and delinquent accounts
Keep detailed collection notes and recommend actions for delinquent accounts to management
Perform credit checks on new and existing clients to establish credit limits
2015: 1st to market with competitive benchmarking analytics for publishers

Senior Credit & Collections Analyst Resume Examples & Samples

Perform and coordinate all collections activities, including correspondence with customers, development and implementation of collection policy and procedures to improve cash flow and reduce receivables
Work closely with sales, legal, revenue, and accounting organizations to ensure effective Order-to-Cash process
Responsible for managing LatAm portfolio of assigned accounts, investigating and assessing the customers’ financial condition, researching and resolving invoice errors and disputes, and working with legal and collection agencies to ensure necessary action is taken for defaulting accounts
Analyze delinquent accounts and prepare report on high-risk accounts including recommendations for resolution
Provide analysis on accounts to assist with bad debt reserve and help minimize exposure
Observe and maintain global credit policy, procedures, records and systems to meet internal and external audit requirements
Actively participate in month, quarter and year-end closes activities
Manage on-account, unapplied, unidentified payments in liaison with Collections and Cash Apps Teams
Respond to customer A/R inquiries regarding payments and case escalation status in a timely manner
Perform the customer credit risk assessment and make recommendation of credit limits and payment terms in accordance with corporate credit policy
Monitor credit exposure and performance of AR aging for LatAm in order to facilitate proactive management of risks, and negotiate credit terms when customers are unable to meet established guideline
Review and manage order holds on a daily basis and approve orders in accordance with established SLA process
Communicate effectively to keep appropriate organizations up to date of customer issues and situations affecting the continued release of orders
Provide Assistance and guidance to our outsource team and act as a point of escalation
Manage special projects as needed and assigned
Travel, as needed
Bachelor degree in Finance or Accounting preferred
Minimum of 5+ years of credit review, collection, accounts receivable, or customer service experience required
Excellent verbal, written, interpersonal and communication skills in Spanish and English
Experience with major ERP system required, especially Oracle 12R
Effective problem solving experiences with understanding of financial statement, credit risk analysis, Sox, credit practices and procedures
Preferably has experience with the LatAm market
Strong attention to detail and excellent follow-through skills
Have previously worked with an outsource team
Multi-task with the ability to accurately work in a fast paced, rapidly-growing, and ever-changing environment
Ability to work effectively in a cross-functional team environment
Willingness to streamline processes and adapt to changes typical of a start-up

Credit & Collections Analyst Resume Examples & Samples

Provide management with the appropriate month-end reporting for A/R overdue accounts, Deductions, and Trade Spend
Take initiative to accurately and thoroughly research, document, and resolve deductions. This includes written and verbal communication with customers and sales to obtain all relevant supporting documentation
Provide forward-thinking approaches to achieve alignment between company strategies and customer requirements
Initiate resolution with customers on overdue accounts
Promptly send correspondence to customers in response to unauthorized deductions that request immediate repayments. Send follow up letters as necessary
Independently research, documents and resolve all post-audit claims to ensure that all are valid and legal
Determine and communicate next steps for invalid collection of post audit claims
Exercise authority on processing all types of Credit Memos and direct Write-offs pertaining to deductions
Determine accurate allocation of deductions within the trade spend categories in order to not exceed company NSV goals
Determine allocation of trade spend funding to appropriate brands in order to maintain brand profit margins
Identify and assist in the development of new processes to achieve greater efficiencies
Independently handle maintenance on spending calendars and SAP system
Internal teamwork with other groups to resolve customer problems and strive to achieve complete customer satisfaction
Collaborate with Sales Manager(s) to ensure credit related issues are brought to their attention and resolved in a timely manner
Experience with deduction resolution and take initiative to perform root cause analysis on complex deduction issues, not just occurrences
Ability to present solutions and recommendations to management for corrective action
Maintain and distribute customer guidelines (changes, new releases, etc.)
Work with Customer Service & Sales to ensure company is meeting customer's expectations
Understand all aspects of the customer according to responsibilities above which may be size, location, who's who, sales forecasts, actual sales, policy & procedures, promotional plans, history of account, credits, deductions, promotional calendars, and product line
A minimum of 1 year of experience in a similar role and experience with deductions in the trade spend categories
Excellent interpersonal & organizational skills and ability to prioritize tasks efficiently

Senior Credit & Collections Analyst Resume Examples & Samples

Actively collect past due AIR, including resolving billing issues
Produces and distributes invoices to customer’s daily using current pricing file for accurate billing
Maintains, calculates, publishes and distributes: daily sales reports, daily bank reports, monthly revenue analysis and quarterly performance to forecasts, and weekly and monthly borrowing base and submitting to appropriate financial institution
Produces and calculates the monthly EXIM reports and processes payment
Reconciles customer accounts within established month end deadlines to include identification of payment discrepancies
Works with Dunn and Bradstreet to maintain favorable month end deadlines
Performs credit checks on new and existing clients
Initiates and processes monthly journal entries
Makes all necessary adjustments, corrections and write-offs as instructed
Completes daily depositing of lockbox and application of cash receipts to appropriate invoices
Bachelor's degree (B. A.) or equivalent , with an accounting or business major preferred
Five (5) years related experience and/or training Accounts Receivable
Knowledge of the Accounts Receivable, Collections, Customer Service, Sales and Marketing functions
Strong General Ledger knowledge and skills
Strong forecasting and analytical skills
Skilled at Microsoft Word, Excel and PowerPoint
Excellent interpersonal and phone skills are essential

Credit & Collections Analyst Resume Examples & Samples

Collect and analyze customer’s financial statements
Calculate financial ratios
Review SAP accounting postings linked to the EDD to ensure accuracy
Maintain daily log of EFT proposals and bank transmissions
Prepares daily EFT proposals and sends notice to customers
Track past due customers
Contact customers to resolve past due accounts and initiate collection
Create and maintain month end reporting for accounts receivable
Maintain credit limits in SAP
Review and solve customers’ failed payments
3+ years’ experience with credits and collections
Highly organized individual who is able to work with limited direction
Bachelors’ degree in Finance or Accounting preferred

Credit & Collections Analyst Resume Examples & Samples

Perform credit checks for new potential clients
Review and approve SBI requests and reconcile for payment
Distribute US prepared invoices to clients to ensure delivery
Perform monthly ledger review meetings with sales and recommend action required for delinquent clients
Cash application of funds received in 3 JP Morgan bank accounts to customer accounts in US peoplesoft instance
Review portfolio and identify possible bad debt
Accounting or finance degree preferred
Commercial collection experience preferrable
Excel experience
Ideally you will have media/digital advertising experience
Experience using an ERP financial system

Credit & Collections Analyst Resume Examples & Samples

Large emphasis on Credit Risk Analysis
Provide support to the existing Credit & Collections team for their high volume of Credit Reviews
Responsible for customer credit analysis and collection activities
Analyze customer credit profiles and exposure, compare against policy to make risk driven credit decisions and balancing business benefit with risk
Identify and communicate internal invoices in dispute and pursue for resolution
Prepare regular analysis of the Accounts Receivables for management
Participate in strategic continuous improvement initiatives in the organization, achieving identified goals (financial, process or talent)
Actively manage workload and escalate inefficiencies and concerns to the Order to Cash Manager
Achieve deadlines set by leadership and the business and proactively monitor and raise instances where deadlines cannot be met in a timely fashion

Credit & Collections Analyst Resume Examples & Samples

3 years of business to business (b2b) credit/collections experience
Strong Word, PowerPoint, and Excel skills
Prior Oracle experience

Credit / Collections Analyst Resume Examples & Samples

Set customer credit limits
Review and release orders
Manage portfolio of a accounts
Financial statement analysis
2-6 years progressive credit collections experience
Working knowledge of ORACLE is required
Results driven, career focused and high level of competitiveness

Senior Credit & Collections Analyst Resume Examples & Samples

Bachelor's degree in accounting/finance, business, statistics or equivalent directly related work experience
Minimum of 5 years of related experience
Strong MS Excel abilities
Hyperion or skills with other corporate performance management (CPM) and business intelligence systems are beneficial

Senior Credit Collections Analyst Resume Examples & Samples

SQL or other query language knowledge is helpful
CBA, CBF, or CCE professional designation from the NACM is valued
Critical Thinker: Analytical thinking; analyze current situation, identify information needed to make decision; assess needs of multiple parties; evaluate broader implications of solutions
Results-oriented: Displays a sense of urgency and persistence until goals are met; motivated by results of work; apply problem solving skills to overcome obstacles; self-starter
Strong Communications: Listening skills; writing skills; speaking and presentation skills; ability to liaise effectively with different audiences and multiple levels in an organization
Team Oriented: Collaboration; shared accountability; show respect for others; build and maintain relationships; ability to manage multiple projects simultaneously while being flexible and adapting to change

Senior Credit & Collections Analyst Resume Examples & Samples

Resolves credit issues independently
Analyzes and researches customers receivables account delinquency and determines the type of communication method to facilitate payment
First level university degree with a focus in finance, accounting or business or equivalent experience
Typically 2-5 years of experience in collection
Written and verbal communication, negotiation, and conflict resolution skills
Accounting and collections knowledge
English 90% speak, write and read

Credit / Collections Analyst Resume Examples & Samples

Management of convenience channel customers within accounts receivable portfolio
Minimize company risk while sustaining healthy profitable customer relationships
Solicit payments from customers in accordance with Nestlé’s Terms and
Conditions with an objective of meeting or exceeding key A/R performance measures
Demonstrate effective risk reduction collection strategies and negotiation techniques
Proactively seek 'root causes” of late payments and recommend process improvements to drive efficient and effective operational performance
Keep abreast of industry trends and prepare comprehensive risk analysis
Perform due diligence review prior to placing accounts for third party collections
Build strong relationship with the Sales Team and act in the capacity of finance 'business partner”
Post-secondary education preferably in Business or Commerce and/or enrolled in CCP designated program
2-3 years’ experience in Credit and Collections, preferably in the Food industry
Proficiency using Microsoft Office applications (MS Excel, MS Word, MS Access, etc.)
Experience using or knowledge of SAP
Ability to interact effectively and professionally with all levels of management and internal/external customers
Self-starter, with the ability to prioritize workflow and operate independently in a demanding, fast-paced environment

Credit & Collections Analyst Resume Examples & Samples

Monitoring and collecting overdue receivables both domestically and internationally
Develop an appropriate customer follow up system to ensure timely collection of overdue receivables
Provide credit analysis and recommendations for new and existing customers
Coordinate the receipt of incoming LOCs as well as prepare and submit the documentation required to collect via LOCs
Prepare monthly reporting including bad debt analysis, entitlement days reports, and past due analysis
Facilitate the opening of stand-by letters of credit used for bank guarantees, performance and warranty bonds as required
Review customer contracts and purchase orders for compliance to established company credit policies
Prepare monthly journal entries to re-class customer prepayments as appropriate
Perform internal revenue recognition audits monthly
Other various finance and accounting related responsibilities
Proficient in MS Office and ERP system experience required
Excellent written and oral communication skills – ability to communicate with management, employees and customers
Excellent interpersonal skills, highly organized, strong follow-up and follow-through skills with excellent attention to detail
BS in Accounting/Finance desirable, minimum AA degree
5+ years’ experience in receivables/collections
Capital equipment industry/Global Trade/Contract Review experience highly desirable

Credit / Collections Analyst Resume Examples & Samples

Serve in all business partner’s needs. Actively serve on internal projects
Follow daily strategy and processes
Help management improve team quality and increase talent on all employees
Minimum of 1 year projects experience

Credit & Collections Analyst Resume Examples & Samples

Maintain credit files updated and strong in case we go to Legal instances
Responsible of review and update customer credit limits according to RA Policies, based upon the analysis of financial statements, country risk assessment, credit reports and payment experience
Ensure compliance with RA Policies and Procedures in the relationship with customers and other company’s functional areas
Ensure accuracy of monthly accounts receivable balances (invoices, credit notes on time, cash receipts application, conciliations, account statements correct)
Monitor customers incoming orders to insure the integrity of accounts receivable and keep management informed of any excessive delinquency and/or credit exposure
Timely and accurate collection of accounts receivable
Analysis, calculation, control and application of commercial reserves (discounts, rebates, returns, etc.) in communication with management
Provide in a monthly basis the collections, DSO and past due forecasts, assuring the accomplishment
Effective and timely communication/interaction with different functional areas (Customers, Sales, Accounting, Supply Chain, Taxes, Business Units, Customer Care, etc.)
Focus to results, value added activities and process improvements
Leadership capabilities (make things happen), change adaptability (re-direct efforts when are necessary)
English language ; Portuguese
Bachelor degree in Accounting, Administration or similar
1 year experience in Account Receivables, financial analysis and credit risk

Credit & Collections Analyst Resume Examples & Samples

Manage a portfolio of accounts of $35-$40M, using GetPaid to proactively execute collection strategies involving fax and phone follow-up as well as escalation of delinquent accounts to credit hold warning and credit hold status
Work with other members of the Credit Team, Customer Service, and Sales to resolve disputes and issues that affect sound AR management
Provide regular forecasts of cash receipts and manage portfolio to achieve results
Continue to develop understanding of divisional billing programs and their effect on AR
Bachelor’s degree and a minimum of 5 years’ related experience in Credit and Collections
Strong Communication Skills (written and verbal)

Credit & Collections Analyst Senior Resume Examples & Samples

Maximize sales while minimizing bad debt losses; reducing past due balances; and improving cash inflows
Follows established procedures and guidelines to collect credit information, maintain accurate records, and collect overdue accounts to minimize outstanding debts. He /she executes all operational tasks required to successfully enable the credit collections and accounts receivables business in the near-shore team in AMERICAS region
Execute services / processes in scope to provide seamless performance and results
Ensure appropriate information, communication and collaboration with relevant stakeholders (e.g. peers, team supervisors (leads))
Contribute to process improvements in alignment with the team supervisor (lead)
Identify and mitigate risks to achieving overall objectives
Escalate potential issues (e.g. regarding PPIs) to team supervisor (lead)
Deliver a solid process performance according to assigned PPIs
Support process documentation within the global frameworks
Facilitate a good team and work atmosphere
Assure compliance with laws, standards and corporate policies considering health & safety, financial code of conduct, business ethics, information security, data protection and environmental protection

Credit & Collections Analyst Resume Examples & Samples

BA/BS in Accounting/Finance or other related business discipline or equivalent relevant Accounts Receivable management and Financial Operations experience
2+ years of Billing & Collection experience
Proficient in Excel, Access and Word
Ability to work independently and as part of the team

Credit & Collections Analyst Resume Examples & Samples

Knowledge, insight, and experience in financial accounting
Capable of working independently and applying analytical skills in the collection processes
Experience in handling high volume account portfolios and balancing multiple priorities
Experience with establishing credit limits and releasing orders
Ability to work in culturally diverse teams
Customer focused with strong interpersonal and communication skills
Ability to leverage and build on ERP skills to ensure operational excellence and service quality
Support Manager on day-to-day activities and deliverables of the US Collections Portfolio
Responsible for Credit & Collections for the United States which include
Daily engagement with key Account Customers
Manage and execute Dunning Process
Follow up on disputes, deductions, late payments, issues which delay payment of invoice etc
Liaise with Customer Service group to enhance Customer experience by resolving timely open queries
Coordinate and support the preparation of periodic and ad-hoc reports for areas related to the assigned Customer Collection portfolio as requested by management
Proactively identify issues and risks within the applicable areas and support their timely resolution by escalating issues to the Collections Lead as required
Liaise with the Credit Risk team daily on customer issues relating to order holds, delinquency financial concerns
Assist Collections Lead and Credit Manager to identify and implement process improvement initiatives and best practices
Leverage related systems and follow procedures to ensure robust compliance environment with SOX, internal controls, accounting policies and procedures
Establish credit limits and release orders in accordance to policy
2-5 years’ experience working in a Accounts Receivable department with Credit & Collections experience computer skills (e.g. Microsoft Word, Excel and Access) and hands on experience with ERP systems (Oracle, SAP, Polaris) Knowledge of D&B reporting
Previous experience working in large multinational firm or Animal Health/Pharmaceutical industry (preferred, not required)
Proficiency in English and applicable local language(s)

Credit & Collections Analyst Resume Examples & Samples

Daily Billing/Invoicing
Maintaining agreed SLAs pertaining to invoicing accuracy and cycle times as agreed with internal and external customers
Support SAP future enhancements, fixes and releases and assisting with problem resolution across Geos
Minimize on account balances and facilitate dispute resolution through leverage of professional relationships with internal and external stakeholders
Prepare reports to aid management and perform account and customer reconciliations as necessary
Develop solid relationships with key internal stakeholders, acting as a point of escalation for problem resolution
Working closely with Invoicing RSL and GSL to support projects and tools used by Credit & Collections teams, and where possible, develop process improvements in own area
Work with GBS organization and participate in ad hoc assignments in order to support standardised Credit & Collections processes & procedures across regions
Ability to work on own initiative and meet deadlines
Have strong analytical, interpersonal and communication skills
Excellent organisation skills with proven abilities with regard to accuracy and attention to detail
Willing to be flexible at peak times (Month/Quarter end)
Finance/Business Qualification preferred
Experience in a finance/credit/accounts receivable environment an advantage
Spanish Language pre-requisite
ERP System Knowledge
Experience of working in a detail environment where accuracy and timeliness are essential

Credit & Collections Analyst Resume Examples & Samples

Minimize Days Sales Outstanding (DSO), account balances over 75 days past due and unapplied payments while increasing percentage current
Actively work to understand customer ordering platforms and how billing is integrated into that platform
Minimize bad debt write-offs and maximize cash receipts while being sensitive to internal and external customers
Analyze payment history and trends to identify possible risk exposure and action to take on future orders
Promptly resolve billing, service and Accounts Receivable (AR) issues
Process Proof of Delivery, credit memos and other documentation when necessary to resolve account differences with customers
Actively prioritize and contact delinquent customers through efficient use of collections tools
Escalate large collections issues appropriately
Plan and organize work so the Service Level Agreement (SLA) objectives are realized
Actively document customer issues including promises to pay and customer payment issues
Work with customers, management and internal departments to determine alternative payment options when necessary
Use assertive yet sensitive communication techniques in dealing with delinquent customers
Promote strong collaborative relationships between the Collections teams and all other Quill internal teams, especially Sales, Accounts Receivable and Customer Service
Actively monitor and document customers whose aging becomes severe
Notify management of write-off concerns
Recognize and proactively communicate potential billing and collections issues
Use system tools (OIM and Legacy) to manage collections strategy

Senior Credit & Collections Analyst Resume Examples & Samples

Contact domestic and international customers to request payment on outstanding invoices
Collaborate with Global Sales, Account Management, Customer Support and other groups to devise collection approaches for unresponsive or troubled customers
Develop and maintain collections reporting metrics both within NetSuite (our ERP) and on excel to keep senior management updated on collection issues and team productivity
Assist senior management in evaluating our current credit review process and improving our credit approval policy
Assist with the evaluation and management of our 3rd Party collection agencies
Assist with the development of improved internal controls (eventually working up to SOX compliance level controls) around customer collections management, sales order approval, and other key areas of revenue operations
Assist with ad-hoc finance and accounting projects as required
5+ years combined credit and collections experience
Team lead level experience highly desirable
Ability to manage and analyze complex customer data coming from multiple systems
Basic understanding of revenue operations processes and procedures
Familiarity with NetSuite a major plus
Familiarity with SalesForce CRM and Zendesk Customer Support tools a plus
Experience in working for an advertising company within credit and collections a plus
Solid Excel skills a must (pivots and lookups)
Eye for detail, accuracy is imperative

Credit & Collections Analyst With Languages Resume Examples & Samples

Responsible for customer credit analysis and collection activities for Europe business units
Receive, analyze and process new credit applications in line with organization's credit policy
Initiate contact with pertinent sales and marketing personnel to resolve potential credit issues

French Credit & Collections Analyst Resume Examples & Samples

Proficiency in English and fluency in one additional foreign language
Excellent computer skills (Excel; Oracle Applications…)
Ability to prioritize high volumes
Constructive Approach

Credit & Collections Analyst Resume Examples & Samples

Conduct moderately complex customer billing analysis and activities
Handle billings and collections of specified revenues
Develop and document methods & procedures to ensure all payments are received
Perform accurate and timely general ledger posting of the revenue and receivables associated with the billings
Responsible for general ledger account reconciliations and analysis
Provide financial reporting for upper management
Handle any journal entries required ensuring accordance with GAAP and Sarbanes Oxley

Credit & Collections Analyst Resume Examples & Samples

Report and read out on the gross write-offs, recovery dollars, commission expense, recovery fees, aggregate settlements, and customer escalations of 20 third party collection vendors, including, but not limited to, disputes, payments, adjustments, policies, and processes
Query, market, and sell $1 B in exhausted receivables to generate more than $16 M in gross proceeds to Verizon annually
Query and analyze gross write-offs, recovery dollars, commission expense, recovery fees, and other pertinent data for key operational metrics on $5 B portfolio of charged off receivables
Develop reports for and explain to senior leadership variances in key performance metrics
Graph key operational metrics year-over-year and year-to-date versus plan for immediate illustrative interpretation in operational reviews
Calculate and measure realistic stretch performance goals that balance incentivized third party collections and unit yields against commission expense
Track $50 M in budgeted commission expense and contractor services year-over-year and against plan
Forecast recovery dollars, commission expense, and recovery fees based for all Verizon based on forecasted gross write-offs
Calculate and analyze the solvency ratios, profitability ratios, and efficiency ratios from the annual financial statements of prospective debt purchasers
Negotiate and finalize purchaser contracts with Procurement, Legal, and Security Clearance for collections and the use of offshore transfer agents and skip trace agents
Build net present value calculator that weighs collections from third party vendors and requests for renewed service against debt sale prices, and, in turn, establishes the purchase price floor
Develop business requirements and cost-benefit analyses to improve upon collections and customer service and participate in the necessary subsequent user-acceptance testing
Generally requires BA/BS in Accounting, Finance, Economics or equivalent work experience
Master's in Accounting, Finance, Economics, MBA or equivalent preferred
Professional certification (e.g. CPA, CMA) preferred
6+ years of directly related experience with a strong management background
Advanced knowledge of report query and design
Demonstrated experience in continuous improvement initiatives, root cause analysis and project management
Experience in the technology or telecommunications industry preferred, but not required
Thorough knowledge of credit related and Debt Collection laws: Consumer Credit Protection Act [Codified to 15 U.S.C. § 1601], Fair Credit Reporting Act (FCRA) [Codified to 15 U.S.C § 1681], Equal Credit Opportunity Act (ECOA) [Codified at 15 U.S.C § 1691], Fair Debt Collection Practices Act (FDCPA) [Codified as 15 U.S.C § 1692 – 1692p]
Advanced skills in MS Excel, MS Access, MS PowerPoint, MS Word and MS Project

Credit & Collections Analyst Resume Examples & Samples

Transaction Processing
Perform credit evaluation on Oracle customers by analyzing customer’s financial statements, credit reports and other available internal data
Manage credit email queue and respond to requests within SLA
Manage a portfolio of customers and ensure each account is assigned with appropriate credit limits
Customer Interaction
Interacts and co-ordinates with all internal departments, which includes Sales, AR, Collections, Order management & Legal in order to ensure proper resolution of queries and requests
Also, interact with external customers whenever necessary in order to obtain specific documents required for performing credit assessments
Exception Handling
Proactively escalate issues to Sr. Analyst/Manager as required
Ensure that all activities are within the parameter of Oracle Credit Policy
Report Generation
Prepares and generates necessary regular and ad-hoc reports
Ready to take additional responsibilities pertaining to new projects, task as assigned by the management

Credit & Collections Analyst Resume Examples & Samples

Analyze customer financial statements
Provide financial order management support to Supply Chain and Sales personnel to control credit exposure, effect timely payment and minimize risk of customer disputes
Daily review of order backlog to address any potential credit issues
Conduct collection calls and written communication (emails) to collect accounts receivable
Negotiate customer disputes to resolution
Provide customer service and develop relationships with internal/external customers (Sales, OM, Support, Operations, Contracts, Channel, and End User customers)
Maintain Accurate credit files and collection files. Maintain electronic collection notes for each customer account
Actively participates in the team-based work groups that make up the Credit Department
Knowledge of Collection Activity
Apply basic accounting principles in the interpretation of customer financial statements
Professional demeanor to maintain and enhance relationships
Ability to prioritize daily workload to attain Department goals
Demonstrated ability to learn ERP system (Oracle)
Ability to use professional concepts and company policies and procedures to solve a variety of problems
Ability to provide solutions to problems of moderate scope where analysis of situation or data requires a review of identifiable factors

Credit & Collections Analyst Resume Examples & Samples

Release orders off credit hold and confirm that order has been approved, terms have been approved, and PO’s have been received
Analyze DNB reports for customer credit worthiness and request references, corporate guarantees, deposits, etc. to reduce exposure
Work with Sales Reps, and Sales operations on order releases, and credit requirements
Cash Forecasting modeling – forecast by transactions types
Prepare weekly, monthly, and quarterly reports for senior management
Work with IT on Various C&C initiatives - CPQ implementation and other automated reporting
Develop new reporting to capture more accurate and beneficial numbers for the new SaaS model
Bachelor’s degree in Business Administration, Accounting, or Finance
Strong team player- positive attitude

Credit & Collections Analyst Resume Examples & Samples

Familiar with Dunn & Bradstreet credit reporting to perform customer credit risk assessment and ability to recommend credit limits based upon level of risk
Responsible for developing and maintaining credit review process, implement credit policies
Timely communicate customer credit and collection issues to Management
Perform and coordinate global collections activities to meet monthly, quarterly and yearly collections targets
Record client communications into internal documentation (ERP and/or Excel) for audit trail
Communicate and resolve clients' disputed items internally and with external clients
Assist with the preparation of weekly and monthly AR reports including credit risk rating, past due balances, high-risk accounts, high dollar exposures and cash collection forecast
Other assignments as necessary to assist in accounts receivable, billing as well as special projects as needed and assigned
Account reconciliations and resolutions of discrepancies
Regular collection calls and correspondence to global customers in a fast-paced, goal oriented environment
Complete weekly reporting of collections activity in support of the company’s cash collection and DSO targets
Responsible for monitoring and maintaining all customer accounts including customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos

Credit Collections Analyst Resume Examples & Samples

Manage and collect on an accounts receivable portfolio; properly deliver on the established metrics and KPI´s
Ensure timely payment of the HP receivables
Resolve customers' issues preventing payment
Builds strong customer relationships to ensure world class customer experience
Conduct win-win negotiations with key internal and external partners
Impacts low value portfolio of customers
Ability to influence moderate value of collections
2-4 years of experience in collection
Basic computer skills and Excel knowledge
Portuguese, written and spoken

Credit & Collections Analyst Resume Examples & Samples

At least 3-5 years of prior experience in collections
Proficiency with Microsoft Office, Excel and Word is a must
Able to multi-task in a fast-paced environment
Work well independently and with a team

Credit & Collections Analyst Resume Examples & Samples

BA in Business Administration or any related field
2-3 years of experience in finance activities (Credit, collections or cash applications preferred)
Portuguese speaking would be a plus
Advanced level of Spanish (oral/written)
Capacity to work under pressure
Excellent follow up process
Analytical /issue resolution skills

Credit & Collections Analyst Resume Examples & Samples

3 + years of experience in credit, collections or cash applications activities
High level of Spanish (oral/written)
Ability to complete role largely independently within defined policies and procedures

Credit & Collections Analyst Resume Examples & Samples

Monitors processes and the effectiveness of business controls and initiates improvements
Ensures proper control, recording and classification of transactions
Uses appropriate systems and tools to input data, generate reports, conduct specialized research projects and respond to inquiries
Maintains established service level agreements with appropriate internal and/or external clients and provides quality customer service
Maintains working knowledge of current federal, state, and local regulations relevant to specific functional discipline
Prepares and reviews journal entries, schedules, filings and various reports including sales and purchase
Assists with researching, reconciling and resolving balance sheet, income statement and/or statement of cash flow inconsistencies
Assists with period end consolidations and financial statement preparation (i.e. income statements and/or balance sheets), including reviewing and interpreting financial reporting requirements in accordance with GAAP and iHeartMedia policies
Protects organization's reputation by keeping information confidential
May review various transactions and/or process transactions and assist with financial information surveys
May coordinate schedule preparation, requests for management reports and other related data requests required for internal and external reporting
May provide documentation from accounting records in support of company information audits
Strong analysis, problem solving, and research skills; can gather, assess and interpret information and comprehend financial impacts of business decisions
Good judgment & decision-making skills
Effective communications with multiple levels of employees and clients
Excellent oral and written communication skills; can prepare and present complex data in a simple, understandable manner
Stress tolerance & flexibility especially when working under pressure and on multiple projects with tight deadlines; ability to deal with ambiguity
Ability to plan and organize, get things done in a team–oriented environment
Excellent attention to detail and optimal work standards
Demonstrated technical skills in accounting and financial information systems/applications
Proficient in Excel and ability to learn new systems quickly; experience with Cognos, TM1, salesforce, Quattro and Sharepoint preferred
Minimum 2-3 years of related experience, in an accounting/financial analysis role

Credit & Collections Analyst Resume Examples & Samples

1-2 years experience utilizing Microsoft Office, Internet, and related computer skills
Demonstrated effective customer service skills
Bachelors degree required in Accounting/Finance preferred or 2-10 years

Credit Collections Analyst Resume Examples & Samples

Excellent administrative and verbal skills
PC skills and credit/collection/cash application experience
Skilled in SAP FI functionality
Potential for growth/advancement
4 year Degree from accredited institution
Minimum 4 years related credit & collections and SAP FI experience
Prior experience with manufacturing and /or consumer products business

Credit & Collections Analyst Resume Examples & Samples

Responsible for executing the Company's credit and collections activities. Credit Analyst will be responsible to credit qualifying new and existing customers. Credit Analyst will be responsible for customers open balances collections, trial balance reconciliations, unapplied payments & unapplied credit memos reconciliations
Assist in the establishment and implementation of credit and collections policies to maximize sales, improve collections of customer accounts receivables and reduce outstanding aged accounts receivable balances by working in conjunctions with VP’s, Account Executives, CSM, and Legal
Analyze customer credit worthiness within established guidelines to make recommendations regarding extension. Credit Analyst needs to understand and interpret credit bureau reports and/or financial statements
Establish pro-active collections activities to highlight customer balances due in the current period and implement procedures for customer communications to obtain assurances of payment within payment terms
Execute the established policies and procedures for review and follow-up of delinquent customer accounts receivable balances
Engage with customers, sales and finance to understand and resolve undisputed collection issues
Provide timely recommendations to management for customer accounts receivable balances in dispute
Provide operational support for accounts receivable balances outsourced for collections
Ensure accuracy of customer data in accounts receivable database to assist in collections activities
Ensure maintenance of customer credit and collections documentation to support audit and legal requirements
3-5 years Finance - Credit and Collections experience in the technology industry
BS/BA degree or equivalent (preferred)
NACM professional designation (preferred)
Oracle Financial R12. Collection Module and Credit Management Module experience
Excellent oral and written communication skills and customer service skills is a must, as well as eagerness to learn and take on challenges in a rapidly growing and dynamic environment
Must be able to work independently, multi task and learn quickly to thrive in an fast paced environment
Financial Statement analysis required
Bilingual –English & Portuguese (preferred)

Credit Collections Analyst Resume Examples & Samples

Daily review of assigned Accounts Receivable aging reports, identifying slow paying customers and following up to collect and resolving client issues. Must make 35+ outbound calls a day
Researches aged receivables for problems, proposes and implements resolutions
Sends Collection Letters to past due clients
Prepares weekly collection status reports
Placement of cancelled clients to Collection Agencies
Adheres to credit and collection policies
Timely respond to both internal and external customer requests
Assist the team in distributing daily and monthly invoices to customers
Process customer payments including processing credit card payments and posting to customer accounts
Follow up on incorrect addresses
Must be willing and able to multi-task in a fast paced, dynamic environment
Must be dependable, punctual, highly motivated, works independently and persistent
Other duties and projects as assigned by Billing Operations Management

Credit & Collections Analyst Resume Examples & Samples

Perform day-to-day functions ensuring effective and efficient management of accounts
Manage vendor relations, including inquiries and timely collections on any outstanding balances to maximize cash
Communicate with customers regarding status of payments, via phone, email, fax or letters
Partner with various teams, including but not limited to Sales and Operations
Review, approve, process and/or make recommendations on credit lines to management
Improve collection processes or pitch ideas to leaders and/or staff
Audit and maintain accounts ensuring accuracy and terms are met
Assist special projects as needed, some may provide high-visibility to the CEO and other executives
Bachelor’s degree strongly preferred, but not required
3+ years of experience within Accounts Receivable, specifically Credit & Collections
Strong MS Office skills (Excel pivot tables and v-lookups strongly preferred)
Experience with large ERP systems preferred, but not required
Good communication and follow-up skills
Ability to work with all levels of management, including executives

Credit & Collections Analyst Resume Examples & Samples

Responsible for being able to compose letters, e-mails and faxes pertaining to issues with customers
Associate Degree in Business/Accounting or equivalent experience preferred
1 year customer relationship experience preferred
Strong MS Excel skills required with proficiency in all other Microsoft Office applications desired
Understanding of basic accounting processes
Excellent customer service and interpersonal skills, superior telephone etiquette
Demonstrated ability to work independently and in a team environment
Ability to manage multiple tasks with frequent interruptions
Ability to interpret, comprehend, and independently execute with high levels of accuracy work instructions
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages

Credit & Collections Analyst Resume Examples & Samples

Manage portfolio of accounts receivable for assigned territory
Contact customers to obtain promises to pay, follow up on status of payments, or determine reasons for customer's non-payment and escalate if necessary
Serve as liaison between customer and field sales and service to resolve disputes and initiate credit memos as needed
Account reconciliation: provide back-up detail for training, services, or proof of delivery; submit tie-offs and refund requests as needed to clean up account balances
Manage credit hold process for orders under $10,000. Contact customers to resolve past due balances prior to release. Secure Purchase Orders from customers when required
Recommend professional service holds, halt global support when needed, communicate status of accounts and pending high dollar receivables. Initiate conference calls on problem accounts
Enter electronic invoicing for customer accounts via customers’ web portal or EDI
Must be fluent in English and Spanish. Resume should be submitted in English
Bachelor’s Degree in Business, Finance or Accounting Preferred
3-5+ years of experience
Strong Customer Focus and demonstrated ability to work well with internal and external customers

Credit & Collections Analyst Resume Examples & Samples

Must be able to prioritize work to achieve or exceed stated collection metrics
Responsible for using available collection software tools to assist in executing effective strategies and initiatives to achieve continuous receivable delinquency improvement that contributes to a lower DSO
Ensures timely and accurate responses to customer inquiries, questions, documentation issues, billing errors, payment application errors, disputes, program changes, new sale requests and opportunities
Proactively contact customers concerning collections of past due receivables
Monitors assigned portfolio to mitigate loss exposure by ensuring each assigned customer is in full compliance with their approved program. Recommends changes to the existing program where warranted; exceptions are corrected and/or brought to the attention of Management. Prepares and recommends over line approval requests
Initiates and maintains follow-up to ensure all operating and action conditions placed on approved credit files are completed within established time frames
Compiles all information necessary to comply with and complete reporting in a timely and efficient manner
Follows up on legal documentation required for a given customer account
Manage risk management for accounts & projects within a given level of authority once training is completed
Complete waivers of lien as required to obtain payment from customer
Running Credit reports and calling for credit references as needed
Maintains open communication and good working relationships with Manager and fellow teammates to ensure fulfillment of the Credit goals and objectives
Make decisions to hold & release orders based on credit line exposures and risk determination
Create workout plans for financially distressed customers that mitigate loss exposure to Allegion

Credit & Collections Analyst Resume Examples & Samples

At least 1 year of experience in Cash applications
Multinational company experience
Order to Cash experience
Data/Order Entry

Credit & Collections Analyst With Work Time Resume Examples & Samples

Build a strong relationship with a stable portfolio of customers
Collect the past due amounts and actively negotiate with our slow paying customers – daily communication over the phone/ e-mail with customers
Analyze customers' credibility for a proper setup of terms and conditions, collect the appropriate information from sales units to ensure that risk is mitigated
Use your skills to achieve monthly cash targets & reduce aged receivables
Solve any issues your customers might have and process appropriately the supporting documentation for refunds, legal placements & lien placements
Prevent escalations via proactive investigation and communication with customers regarding any discrepancies on customers’ accounts

Credit & Collections Analyst Resume Examples & Samples

Bachelor’s Degree required – Accounting, Finance or related field preferred
3+ years of experience in credit and collections required
Balance sheet, income statement and cash flow analysis experience
Knowledge/experience with financing and commercial laws and procedures – knowledge in UCC/UCP/security instruments/international commerce preferred
Knowledge of insolvency laws
Understanding of the economics and dynamics of the relevant marketplace – competitors, customers’ needs, countries economy, industry, etc
Knowledge of the industry and markets served
Strong B2B collection background
Excellent communication skills, including good English language conversation and writing skills
Strong interpersonal and cross-functional teamwork skills
MS Office Suite and Oracle proficiency
Effective time management skills and priority focus
Travel Required: <10%

Credit & Collections Analyst Resume Examples & Samples

Reviewing and adjusting credit limits
Contacting customers regarding past due balances
Reconcile customer statements/billings
Email customer requested invoice copies
Provides a high level of service to the sales team and other internal customers
Compile reports regarding finance and credit data
Other related tasks
3-5 years of experience in the credit and collections field or related area
Familiar with standard concepts, practices and procedures
Knowledge of credit and collection terms and concepts, and basic accounting concepts
Positive can-do attitude
Well organized and pays attention to details
How to Apply: Click on the Applybutton to apply for this job

Credit & Collections Analyst Resume Examples & Samples

DETAIL ORIENTED
ENJOY PROBLEM SOLVING
GOOD COMMUNICATION SKILLS: WRITTEN AND VERBAL
CRITICAL THINKING
WORKING IN A TEAM AND GLOBAL ENVIRONMENT
ABILITY TO MULTITASK
MUST HAVE A POSITIVE ATTITUDE
BE SELF MOTIVATING
BACHELOR DEGREE PREFERRED
MINIMUM ONE YEAR CUSTOMER SERVICE EXPERIENCE
STRONG COMPUTER SKILLS (MAINFRAME AND SOFTWARE APPLICATIONS)

Credit & Collections Analyst Resume Examples & Samples

To achieve AR cash collection target for assigned accounts per the forecast
To complete AR tasks on time as assigned by work flow tool and per Infa Collection procedure
To perform credit check and credit reviews
Monitor past due accounts and resolve issues effectively
Communicating with internal and external clients
Ability to perform Credit check/ review as assigned by manager
To have a strong understanding of Infa Credit & Collection Policy and procedures
Able to create AR reports for assigned accounts
3 - 5 years of experience in credit & collections
Experience in handling EMEA customers & knowing French & Spanish language is added advantage
Understanding of financial statements
Language skills as needed for customer base

Credit & Collections Analyst Resume Examples & Samples

Excellent interpersonal and organizational skills relating to customer service and customer relations
Ability to meet and work with Sales and Customers as needed
Proficient in Microsoft Excel and PowerPoint to assist with various reports
SAP & BW experience preferred
BA degree or equivalent preferred
3+ years Credit & Collections / Revenue Chain experience
Experience in Shared Services / Business Process Outsourcing industry, preferably with multinationals

Senior Credit & Collections Analyst Resume Examples & Samples

Evaluation of credit risk and establishment of credit limits, subject to management approval
Collection of receivables and management and resolution of past due accounts
Maintain credit and collection metrics within acceptable levels, including average days delinquent, and past due dollars and percentage
Primary liaison with sales support and customer service in reconciling accounts and handling credit hold issues
Must be adept at customer financial statement analysis and analysis of data obtained from bank and trade references
Initiate and maintain complete, accurate and updated records of contacts, collection activities and account reconciliations
Review orders on credit hold and personally take appropriate action to ensure delivery dates are met
Preparation of bi-weekly accounts receivable aging review
Analyzes and reports on credit memo and write off activity
General ledger account reconciliation
Apply cash receipts to open receivables, as necessary
Ad hoc projects, as required
5-7 years of collections experience
Highly motivated self-starter who can work well independently and in a team environment

Credit & Collections Analyst Resume Examples & Samples

Proactively pursue coming due and aging/late customer receivables on a daily basis via telephone, e-mail and written communication with consistent follow up as needed
Interpret complex commercial applications for payment and change orders based on percentage of completion and/or other milestones
Review service agreements and statements of work and discuss the adherence of these agreements with the customer
Communicate with project management , business operations and other departments regarding customer accounts on a timely basis
Initiate adjustments, credit memos, write-offs or refunds after thorough account analysis
Develop and maintain rapport with a variety of internal and external customers,ensuring the highest level of customer service through relationship-building
Work in conjunction with the rest of the AR team to ensure all cash remittances and cash balances are applied to the proper accounts
Notify customers of unused credits and unapplied payments during collection correspondence and propose solutions to apply or clear them, according to policy
Research and recommend accounts for third party collections to supervisor
Assist with credit reviews for new and existing customers
Recommend process improvements and enhancements
Maintain collection goals as determined by management
Minimum of seven years of experience in a commercial collections position
Commercial collections experience is required, time billed experience preferred
Detail orientated and highly organized with the ability to multi‐task effectively
Strong proficiency with MS Excel
Bachelor's degree in Finance or Business related field desired
Energetic, with a positive attitude. Must exhibit willingness to learn and be able to interact in a professional environment
Strong attention to detail, analytical aptitude, commitment to accuracy and quality
Above average problem solving skills
Must demonstrate initiative and ability to handle multiple responsibilities

Credit & Collections Analyst Resume Examples & Samples

Perform customer credit check. Establish and maintain appropriate credit lines for new and existing customers in accordance with company’s credit policy
Review and release customer holds
Proactively contact customers for prompt collection and timely resolution of aged receivables
Timely resolve customer receivable issues, inquiries, disputes, and/or claims
Prepare credit and collection reports and scorecards ensure meeting KPIs
Perform monthly /quarterly / yearly Internal control activity document testing - Sarbanes Oxley
Develop/enhance internal controls, policies, processes and procedures and ensure that they are properly scoped and enforced and are effective and efficient
Actively involved in projects/system enhancement and any other ad hoc duties as and when assigned

Credit & Collections Analyst Resume Examples & Samples

Establish rapport with Fortinet customers to ensure timely collection of accounts receivable
Reconcile accounts by contacting and working directly with Fortinet customers to ensure accuracy
Collaborate with Sales and Operations and other team members to find way to minimize/eliminate customer disputes
Respond quickly to customers’ requests; i.e. invoice/credit copies, updated statements, discrepancies and all other account related inquiries
Quickly resolve outstanding and discrepant issues and promptly escalate to appropriate departments or to department management for resolution if necessary
Review and analyze credit worthiness of new and existing customers
Consistent and continual updating of customer financial statements to ensure adequate due diligence in obtaining approvals and to set or adjust credit limits
Maintain and document customer credit files/records
Assist in weekly management report that includes customer account's aging status, problems encountered, resolution progress and recommendations
Support internal and external audit requests under the guidance of management
Assist with special projects and perform other duties as requested within scope of the job
5-10 years experience in credit & collections

Credit / Collections Analyst Resume Examples & Samples

Manages and collects assigned AR portfolio across multiple business units within the company
Researches and reconciles customer accounts
Completes routine collection calls to determine payment status of accounts, ensuring timely payment of receivables and resolution of customer issues preventing payment
Develops and maintains strong working relationships with partners and customers in order to deliver best total customer experience
Understand customer infrastructure, processes and identify appropriate contacts in order to successfully address customer issues impacting payment performance
Identifying at risk customers to Manager
Escalate issues to appropriate internal management level (Sales, Finance, Project Manager, Order Entry)
Identify and document customer disputes
Identify root causes of delinquency
General accounting support in other areas as determined by manager
Required Knowledge/Skills, Education, and Experience
BA/BS degree in Accounting, Finance
Preferred 2+ years of business corporate collection experience
Knowledge of billing and collection procedures
Solid understanding of basic accounting principles
Solutions oriented with strong initiative
Team player with ability to share knowledge
Ability to work with deadlines, prioritization and organization of wokload
Highly customer service oriented
LI-DMK

Credit & Collections Analyst Resume Examples & Samples

Effectively manage AR accounts
Contact customers regarding upcoming or past due accounts
Assure a commitment from customers for payment on all outstanding invoices
Resolve delinquent status of accounts
Perform Account/Payment reconciliations
Confirm payments/ negotiate payment arrangements
Perform weekly review of assigned accounts to assess and monitor company risk
Make recommendations on accounts to be placed on credit hold or sent to outside collections
Document on all activities regarding accounts and payment arrangements
Maintain good customer relationships with a positive attitude
Must possess a good working knowledge of federal and state collection laws
Must have basic accounting skills to be able to research accounts and aging reports
Experience working on aged accounts in a B2B environment is required
Intermediate proficiency in Microsoft Word, Excel and Outlook
Knowledge of credit and collection techniques, policies and procedures
Must have the creativity, ingenuity and flexibility to adapt to each customer situation in an unscripted call
Ability to prioritize, meet deadlines and resolve complex problems with minimal guidance
Professional, detail oriented, organized and efficient
Bachelor’s Degree preferred in an accounting and/or finance-related field

Credit & Collections Analyst Resume Examples & Samples

Responsible for Billing, Cash Application, and Accounts Receivable Maintenance
Work closely with Order Administration and the Sales Team to set up new customers, respond to requests, and resolve customer issues
Monitor and collect past due receivables
Assist with various other credit or general accounting tasks as needed
Support internal and external audits
Participation in ad-hoc projects
Detail-oriented with a very high level of accuracy
Demonstrated ability to work to tight corporate deadlines
Ability to work independently and communicate with all levels of the organization and customers
Proficiency in Microsoft Office with a strong emphasis on Microsoft Excel
2 - 5 years experience working within a fast paced accounting environment (accounts receivable preferred)
B.S. in Accounting preferred

Credit & Collections Analyst Resume Examples & Samples

Work closely with Order Administration and the Sales Team to set up new customers, establish appropriate credit limits, respond to requests, and resolve customer issues
Distribute Order Hold Report on a daily basis and weekly reports on AR Aging
Resolves issues pertaining to credit hold orders in a timely manner
Issue invoices manually outside the normal billing cycle as milestones are reached
Assist with various other general accounting or credit tasks as needed
Complete monthly Accounts Receivable reconciliations as per corporate timelines
2+ years experience working within a fast paced accounting environment (accounts receivable preferred)
Fluency in another European language is desirable

Credit / Collections Analyst Resume Examples & Samples

Qualified Accountant preferred (CPA) and 5 years relevant experience in a multinational company. Previous experience working across geographies an advantage
Strong computer literacy, particularly Excel & Word, experience with Netsuite & Concur an advantage
Strong desire to meet / exceed targets and deliver within deadlines
Excellent communication skills and ability to work effectively with both internal and external customers and strong English language skills (written & spoken)
Displays initiative in the carrying out of their duties, constantly looking for ways to improve processes to promote efficiency or strengthen control
Strong organizational and priority skills
High degree of accuracy and reliability in data processing and financial analysis
Willingness to take on additional projects or workload from time to time
Mature & professional approach to work to ensure the person respects the confidentiality of the data they are responsible for and has the confidence of other employees so they are willing to disclose such data
Ability to work and deliver within tight deadlines and willingness to work longer than standard hours to ensure a task is completed on time when required
Ability to work effectively with both internal and external customers

Credit & Collections Analyst Resume Examples & Samples

Collections on past due customer accounts
Research and analysis of customer claims and past due accounts
Maintain customer contact to ensure invoice payments and discrepancies are resolved in a timely manner
Responsible for daily accounting duties, month-end closing, balance sheet reconciliations and extensive AR Analysis
Customer Set-up and Credit Analysis
Gains an understanding of process breakdowns and develops corrective actions working closely with all departments
Gains a comprehensive understanding of the receiving, ordering and shipping processes in order to identify potential problem areas
Communicates to management issues with customers to ensure appropriate action is taken to resolve issues in a timely manner before it results in uncollectible or difficult to collect accounts
Bachelor Degree in Accounting or Finance (or relevant course of study) or equivalent work experience
Accounts Receivable experience in a Manufacturing environment
Minimum of five or more years of direct experience in Accounts Receivable
Understanding of the general ledger and accounting principles, practices and procedures
Strong proficiency in Excel required
Excellent problem solving, organizational skills
Excellent analytical and leadership skills
Ability to multitask & function in a fast-paced environment
Ability to communicate and interface with all levels of the organization with English proficiency (reading, writing, verbal)

Credit & Collections Analyst Senior Resume Examples & Samples

Book client receipts in Oracle from daily bank statements, cheques and remittances
Ensure timely and accurate matching of client receipts and open invoices to maintain alignment with the clients’ records and ensure the quality of the credit collection activity
Entry of all customer receipt transactions, ensuring correct application and querying those receipts with customers whose application is not clear within 2 working days or 48 hours, whichever is sooner
Regularly follow up and resolve any unidentified or unallocated client receipts
Produce unapplied receipt aging and discuss with country to drive for improvement
5-8 years of relevant accounts receivable experience
Bachelor's degree in Finance, Accounting or Business Administration or related
Portuguese proficiency (preferred)
Relevant debt collection experience
Client negotiation
Problem solving and resolution
Strong client communication skills
Drive to achieve targets

Credit / Collections Analyst Resume Examples & Samples

End to end management of assigned customer A/R portfolio from account set up to cash collections/dispute management including
Process credit applications and approve/recommend credit limits
Review sales orders on credit hold for approval
A/R account reconciliation
Customer Service and billing inquiries
Process credit card transactions and monitor monthly auto-pay activity
Contact with customers via telephone as well as a balanced use of e-mail
Log all customer contacts and collection activities into the GetPaid collection software
Make recommendations on bad debt reserves on a monthly basis
Be an advocate for the customer by liaising between applicable Trimble business units (BU’s), the Order-to-Cash team and the customer. Ensure a smooth process flow while maintaining a high level of customer service
Manage risk creatively driving win/win situations between Trimble and customers
Dispute Management
Third party agency collection placement and bankruptcy processes and documentation
On major past due accounts and orders on hold, deliver timely and concise information to proper BU controllers, sales and the CMAA
Produce reports as requested by the CMAA or any other internal customers such as BU controllers
Participate in acquisition and integration activities and be prepared to brief the CMAA on integrating systems, accounts, clients, policies, etc. of acquired companies
Consistently improve productivity and efficiency through process improvement initiatives, time management and change management
Embrace change and complexity as Trimble continues to grow, particularly through acquisition and be prepared to take on added responsibilities as assigned
Education: 4 year degree required
Experience: 5+ years of related experience in credit & collections, customer service showing increasing responsibilities
Portfolio management experience with a company with significant B2B end user sales activities
Strong analytical, math and account reconciliation skills
Experience with Oracle (11i/R12), GetPaid, and Cognos preferred
Expert level ability in Microsoft Excel highly desired along with strong Microsoft Office and Google Docs skills
Effective written and spoken communication skills with various levels of management and external business contacts while conveying a positive, service-oriented attitude is a must
Adaptive to leadership styles that promote collaboration, teamwork

Credit & Collections Analyst Resume Examples & Samples

Monitor customer terms to achieve optimal cash flow
Support cash application procedures including lockbox, wire, credit cards and direct debt
Complete A/R activities related to customer master maintenance
Support A/R responsibilities required for period close
Prepare A/R reporting as required
Provide coverage within department if needed
Maintain relationships and communication with internal and external customers regarding the status of customer accounts

Senior Credit & Collections Analyst Resume Examples & Samples

Develop and maintain key account relationships in support of company goals, credit policies and sales objectives
Perform credit underwriting end-to-end process, providing review of credit applications in accordance with corporate policy
Support the order management process, resolving customer issues related to credit limit and/or past due amounts quickly and effectively
Perform credit review analysis and subsequent communication to customers, in compliance with standard credit levels and terms
Perform day to day collection procedures, releasing of credit held orders and recommendations of credit worthiness
Support cash application procedures and credit card payments
Support dispute/claims management end-to-end process including coordination of discrepancy review
Obtain backup for deductions open on A/R and resolve with internal and external customers
Perform collection procedures, approvals and all required documentation to meet monthly collection targets
Initiate write-offs within parameters set by company policy
Assist in the maintenance of controls over accounting systems and records maintenance involved in the accounts receivable function to ensure compliance with internal control environment
Support the business in coordinating audit responsibilities
Support all A/R responsibilities required for period close including reconciliations and determine accrual adjustments as required
Support the documentation, reporting and achievement of monthly A/R metrics as defined by internal dashboards and key performance indicators (KPI’s)
Assist in compliance on regulatory issues including provincial requirements
Contributes to or completes ad hoc projects assigned and assists with periodic system testing

Principal Credit & Collections Analyst Resume Examples & Samples

Provide regular cash collection forecasts and manage the portfolio to achieve results that contribute to company cash flow
Work collaboratively with other members of the credit team, corporate sales directors, divisional sales teams, and customer service/sales operations teams, to understand contract negotiations and sales programs, to escalate issues, and to advise on the account group’s payment status
Manage daily queue of orders being held for review prior to release for shipment; participate in evening release coverage as required
Strong Negotiation Skills
Financial Acumen and Analysis
Drive Continuous Improvement
Good Judgment
Collaboration Skills

Credit & Collections Analyst Resume Examples & Samples

Support the credit review and approval process for new and existing customers (review credit report, determine credit limits, review credit scoring programs, etc.), establishing credit limits and terms
Monitors for potential high risk customers and concerns and report on customer payment habits
Partner with sales and customer service to resolve customer disputes and to improve order processing
Apply cash and process deductions (Auto-Cash, EDI, manual, sister company and credit card transactions, including non-Trade Receivables)
Prompt use of automated workflows to facilitate the review and authorization of various accounts receivable-related transactions (disputes and deductions)
Utilizes advanced excel skills to analyze large Customer accounts and transaction detail
Approve and process workflows within authorized threshold
Communicate and build strong working relationships with customers and internal business partners
Responsive to both internal and external customers and vendors and provide excellent customer service
Minimum of two years of experience gained through progressive responsibility in Credit and Collections
Bachelor degree in accounting, or equivalent work experience preferred
Proficient computer skills: Microsoft Office products, ASI / JDE experience preferred. Ability to translate business needs into creative technical solutions
Excellent interpersonal and communication skills; and demonstrated successful ability to build positive partnerships, while working collaboratively with cross-functional business teams
Demonstrated successful ability to organize and prioritize work to ensure timely deadlines
Proficient computer skills required including Microsoft Office Suite
Function with a high level of effectiveness, independence, leadership, energy and initiative
Familiarity with the plumbing industry and products

Credit & Collections Analyst Resume Examples & Samples

Responsible for investigation, analysis, escalation and resolution of customer accounts receivable issues to ensure timely payment and to maximize company cash flow
Responsible for maintaining customer relationships, setting and achieving past due reduction goals, as well as reporting progress regularly to management
Interact with Sales and other departments within Federal-Mogul, and develop good customer relationships
Customer claim resolution, especially claims that lead to payment discrepancies (deductions)
Work closely with the Federal-Mogul Claims Administrator
Includes direct customer contact (phone, e-mail, meetings, etc.)
5 or more years in a high-volume accounts receivable environment preferred
Proficient in Microsoft Office, especially, Excel
SAP experience specific to receivables management (e.g., FSCM and Hanse Orga)

Credit & Collections Analyst Resume Examples & Samples

Monitor the daily input of cash received
Perform prioritization analyses of aging report for collections purposes
Maintain customer contact by phone, email and sending dunning letters to reduce the overdue balance
Analyses of aging reports to determine risk areas to be addressed with Customer Service and/or Sales
Maintain regular communication structures with Customer Service and/or Sales
Perform daily order release
Assist with invoicing functions in the EMEA and Asia Pacific
Assist with preparation of files and mailing of invoices daily
Assist with posting of invoices and credits into the Credit & Collections systems
Excellent Dutch and English language skills
Proficient in Microsoft Excel, Word and Outlook
Strong written and oral communication
Attention to detail and ability to handle multiple priorities simultaneously
Additional writing and oral language skills to facilitate multiple countries will be a great advantage

Credit & Collections Analyst Resume Examples & Samples

Monitor accounts receivable aging and ensure timely collection on all accounts receivable customers. Analyze potential new, and existing customers to establish credit limits. While managing accounts continue to assess credit risks and make recommendation to increase/decrease credit limits as appropriate. Discuss accounts of concern with Credit Supervisor and/or Lead Credit and Collections Analyst
Perform customer account reviews as necessary
Work with SSI Tax department in obtaining and maintaining documentation from customers required to avoid potential sales tax liability for SSI
Maintain customer files to ensure compliance with policy and Sarbanes Oxley requirements. Ensure all business transactions and cash receipts are with approved entities
Work and develop relationships with team members (Sales, Operations, etc.) in order to research and resolve discrepancies in a timely manner. Develop relationships with customers in order to assist in collection of accounts and monitor credit risk in the areas of character, capacity, capital, collateral and economic conditions
Update multiple systems with customer information and accurate credit limits
Maintain daily/weekly/monthly reporting of customer accounts within assigned timelines
Monitor shipments to ensure accounts remain within assigned limits. Calculate payment requirements based on contracted terms, and reconcile customer accounts
Work closely with Compliance Department and Cash Application Specialist to ensure business activity and transactions are with approved entities
Bachelor’s Degree in Accounting or Finance desired or equivalent work experience accepted
2+ years’ experience in domestic and/or international credit
A solid understanding of the credit function and proven ability to analyze financial statements
Strong knowledge of Microsoft Excel software and ERP systems (preferably Oracle) and the ability to use/learn company specialized software and hardware
Solid mathematical and analytical ability
Solid understanding of generally accepted accounting principles
Ability to work in a fast paced team environment as well as independently
Must possess mobility to work in a standard office setting
Ability to use standard office equipment, including a computer
Ability to attend meetings at various sites within and away from the Admin office
Ability to lift and carry materials weighing up to 10 pounds
Vision to read printed materials and a computer screen
Hearing and speech to communicate in person and over the telephone

Credit & Collections Analyst Resume Examples & Samples

Analyzes credit hold orders for approval to determine the degree of risk involved in extending credit.
Reviews credit lines and determines the risk to extend credit to new and existing customers utilizing D & B, bank and trade references or other financial data.
Initiates collection calls to collect past-due receivables.
Researches and resolves customer deductions.
Receives incoming calls from customers and sales agents.
Reconciles customer's accounts receivables and corresponds as needed
Strong SAP experience.
Job knowledge of economic and accounting principles and practices.
Ability to problem-solve, multi-task and demonstrate good decision-making skills.
Strong communication skills, analytical and time management skills.
Strong Excel skills
Strong knowledge of MS Office products and internet

Credit & Collections Analyst Resume Examples & Samples

Worldwide credit and collections
Monitor AR cash collections, past due invoices and high risk accounts
Provide management reports on each
Meeting or exceeding quarterly cash collection and DSO goals
Work AR problem accounts, initiate and follow up on billing dispute cases and appropriately logging all customer contacts
Determine proper action for those accounts determined uncollectible
Accurate accounting on adjustment requests with proper documentation

Credit & Collections Analyst Resume Examples & Samples

Responsible for monitoring and maintaining assigned high profile/complex accounts
Ensure Cash application is accurate
Ensure that cash targets are met and payment terms are respected
Record customer contact activity in SAP through FSCM Collections Management
Review unapplied credits and manage refund requests
Management of the Monthly Statements/Dunning Process
Management of customer disputes through FSCM Dispute Management
Management & review of daily Credit queue before approving orders for shipment
Create Credit limit requests through FSCM Credit Management
Direct productivity improvement efforts to ensure all processes are efficient, cost effective, and consistent with overall department practices
Enlist the efforts of sales and senior management when necessary to accelerate the collection process
Participate in process improvement to enhance customer satisfaction
Quarter end/Public holiday support as required
Support Monthly Close
Support Monthly KPI metrics
4+ years relevant experience in an accounts receivable role – preferably with Shared Service Centre and multinational corporation background
2nd European language an advantage
Previous experience in Trade Collections and advantage
Proficiency in Excel, Word and Outlook
Ability to work independently in a fast-paced high volume environment

Credit & Collections Analyst Resume Examples & Samples

Daily interacting with customers by all means (phone, mails, visits etc) to achieve the collection targets. Applies the specific collections process to ensure the individual and team targets are achieved following the department requirements
Analyses, investigates and reconciles customers’ transactions to ensure accurate balance account
Represents the main contact person for the customers (internal & external) for invoices/payment related situations; understands and clarifies the challenges raised by customers and uses all the available resources to solve them timely. Answers all customers’ requests in a professional manner
Timely escalations to first line manager, providing relevant and complete information. The escalations must contain any aspects which might negatively impact team’s/department’s objectives
Collaborates professionally with other departments to ensure target achievements and to solve customers’ challenges. Responsible to follow up to completion
Responsible for the decisions made in collections process in order to build and maintain a strong partnership with customers in order to secure the company’s objectives
Is aware of, understands and applies the internal policies and procedures, contributes to the process improvement through creative approaches and challenging the existing practices to increase department’s results and efficiency
Team player sharing experience and constructive opinions whenever it is necessary to integrate efforts and optimize work results
Registers in the system all relevant information gathered while interacting with customers to ensure their track record for a better quality of future actions. Each customer interaction must be registered in the system with detailed information providing a real and clear understanding of the account status and the agreements between the company and the customer
Engaged to offer high quality standards while interacting with both internal and external customers, to apply and respect the internal policies and procedures
Follows the Sarbanes-Oxley rules and is completely responsible to fully support the internal and external audit
Acording to the organization’s scope and role, fulfills any other task assigned by his direct manager related to the job
Fulfilles other tasks given by the direct manager according to the core business and in reasonable time
Actively pariticipates to the departments projects when assigned by the direct manager
Works closely with all customers in his portfolio answering their needs from a collection perspective
Anticipate the impact of an action or idea upon others in order to dismantle objections
Fulfills any other tasks assigned by the direct manager in accordance with the core business and in time according to the departments policies
Education:Higher Education required, preferably from a business school
Abilities/Qualifications
Written and oral command of English language
Good knowledge of the O2C process and “Can do” attitude
Excellent Influencing and negotiation abilities
Excellent written and oral business communication skills
Works to completion, results oriented
Understands priorities and can organize his time accordingly
Computer skills (i.e. MS Word, Excel, Adobe, PowerPoint and Oracle applications)
Ability to work in teams and collaborate cross-functionally to deliver on shared objectives
Quick to recognize situations where change is needed and skilled at driving change
Able to understand complex and very dynamic processes

Credit & Collections Analyst Resume Examples & Samples

Collect and follow up aged accounts receivable, monitor payment trends and carry out corrective measures for overdue accounts as required
Ensure the customer operates and maintains the credit account within terms and conditions of sale/service or contract
Serve as the contact/liaison for the assigned account portfolio. (30%)
Review/recommend credit limits to increase/decrease, suspend/reinstate credit privileges Communicate/escalate credit concerns as required with accounts that present credit risk/loss, require credit hold or third party collection
Request or action credit account information changes
Communicate timely and relevant information to Sales
Maintain detailed collection/credit system notes for all account activity and maintains credit history files
Review, resolve (if applicable) and recommend release credit hold orders. (30%)
Coordinate timely resolve with Customer Care, Sales and/or Operations for account issues that may include but are not limited to, disputed deliveries, returns and credits. (20%)
Month end reporting and regular review of assigned account portfolio with Credit Manager. (10%)
Prepare and send Past Due notices and reports. (5%)
General filing and correspondence. (5%)
Superior problem solving, analytical and reconciliation skills
Proficient computer skills with Word, Excel, and Outlook
Bilingualism (English and French), spoken and written, AN ASSET
Demonstrated strength in negotiation and organizational skills
Ability to work independently, while supporting team initiatives/objectives and meeting deadlines
Strong detail orientation and accurate data entry skills
Effective time management skills with the ability to manage multiple priorities
Professional manner, customer care focus and strong interpersonal skills
4-6 years prior related experience

Credit & Collections Analyst Resume Examples & Samples

The Credit Collection Analyst is responsible for collection activities related to open accounts receivables, which includes research, investigation and resolution of customer invoice dispute claims (payment deductions). The scope includes working with all divisions, and other internal stakeholders including Sales, Finance, Rebates and Pricing Departments as well as direct customer contact
Initiate credit inquiries and complete the approval process
Undergraduate 4 year degree from an accredited College/University required and Accounting Major preferred

Credit & Collections Analyst Resume Examples & Samples

2+ year’s Commercial collections experience; or equivalent combination of education and experience
Capable in Microsoft Office Applications
Accounting software (ERP) experience
Highly motivated, self-starter and team player
LI-DC

Credit & Collections Analyst Resume Examples & Samples

Required: High school diploma or G.E.D, and zero to four years previous experience
Preferred: High school diploma or G.E.D, plus additional or specialized training, and zero to four years previous experience
Experience reading and understanding credit reports and letters of credit

Credit & Collections Analyst Resume Examples & Samples

Preparation of raw data, analysis, and reporting into appropriate receivable documents for use by clients, internal partners, and management
Proactive monitoring of an assigned Book of Business for issues that could cause a build-up of A/R. Disposition A/R
Resolving short payments received from clients. Working with internal partners to address billing issues and recommend solutions to keep A/R from being impacted
Bachelor’s Degree in Business, Finance, or related field or equivalent work experience
2-5 years relevant commercial collections experience
Medium to Advanced Excel Skills
Demonstrated integrity
Strong communication skills and ability to interact with clients

Credit & Collections Analyst Resume Examples & Samples

Make collection calls and maintain follow-up on customers’ past due items
Research customer deductions and pursue repayment from customer if deductions are deemed invalid
Review, document and prepare (not including keypunching) credit memos as needed
Establish relationship with customers to help resolve issues in a positive manner
Work with customers to determine most efficient processes for both customer and Delta Faucet
Maintain customer profile and customer report card on key accounts using customer portal or other method. Analyze and report on customer compliance fines
Meet with Customer Analysts on key or problem accounts to share information and discuss ideas
Maintain customer metrics on assigned accounts when reviewing with Credit Supervisor
Process and maintain records as required by law or as needed to ensure integrity required for financial records and auditors
Work with Rep Agencies and/or Sales Managers to resolve customer issues

Credit / Collections Analyst Resume Examples & Samples

Receive inbound calls from CenturyLink business customers for collections, payment arrangements, and billing inquiry
Meet established collection objectives monthly which will include collecting and managing past due accounts and outstanding invoices
Use various computer systems/screens simultaneously
Build and maintain strong customer rapport
Consult, multi-task, and problem solve with the customer
Perfect the customer experience by providing excellent service on every interaction (phone calls, emails, meetings, conference calls, etc.)
Preparation of monthly collection reports, recommendations, and credit approval decisions on new accounts which will include credit memos and write-off activities
Teamwork and collaboration with Sales Support, Customer Service, Billing Operations, Billing Inquiry, and Accounts Receivable teams in reconciling accounts
Possess the ability to overcome objections and offer solutions to resolve potential roadblocks during the collection process
Ability to locate, review, and comprehend the terms of the contractual agreements governing the servicing relationship between the customer and CTL
Provide on-the-job training to the new hires through role playing, instruction of policies and procedures, demonstration, and simulation as a trainer, peer, or mentor as required by your next level manager
Strong communication skills (written and verbal) preferred
Multi-tasking and problem solving skills
Good listening skills are necessary for consultative collections and to negotiate solutions that benefit the company and the customer
Computer literacy which includes proficiency in the use of MicroSoft Office Suite (Word, Excel, PowerPoint, and Outlook)
Ability to manage your time wisely to accomplish your daily, weekly, and monthly goals
Bachelor’s degree in Finance, Accounting, or Management (substitution of 6 years of work experience will be allowed for the educational requirement)
Ability to work overtime as business needs dictate
Previous call center experience
1-2 years collections and/or finance related experience

Credit & Collections Analyst Resume Examples & Samples

Manages a portfolio of 300-600 dealer accounts ranging in size from $1k to $10 Million in A/R; analyze past due aging reports, review account sales and payment history, and determine adequacy of account credit limits. Make dealer contact when accounts are past due (collection calls) or over credit line, and put dealers on credit hold when necessary. Negotiate payment plans, personal guarantees and/or UCC Filings as appropriate
Makes and implements real-time decisions on incoming orders (credit check process) to determine if orders can be released after assessing the value of the held orders, credit line, past due, total owing, average days late, and the value of the new order
Interviews dealer owners or controllers to assess risk, discussing their business conditions and reasons for delinquent accounts. Negotiates dealer repayment plans. Analyzes dealer financial statements using department templates and trending. Recommends accounts for collection agencies or write off, and monitors status through the settlement / lawsuit/ write off process, working with department management. Maintains, reviews, and updates dealer credit files per department procedures to document our work
Communicates with other departments, plants, sales, and dealers on dealer requests and disputes (deductions). Communicates findings effectively with department management as well as Sales field personnel to troubleshoot and drive resolution
Takes action to drive improvement in Days Sales Outstanding (DSO), past due trending, deteriorating accounts, and accounts over credit line. Prioritizes and controls workload/projects to achieve desired results while striving for continuous improvement and additional dealer and order to cash process knowledge. Contributes to support La-Z-Boy projects, acquisitions, and IT upgrades
Partners with the sales team to grant credit for new and existing accounts for credit lines up to $50k utilizing various sources of information including trade references, credit reports, and customer financial statements or guarantees / collateral

Senior Credit Collections Analyst Resume Examples & Samples

Analyze new potential customers to determine whether they meet AppDynamics credit check thresholds and what amount of credit should be extended to the potential customer. Ability to explain decisions made along the process
Communicate with sales team regarding results of credit review for potential customers
Identify most important accounts receivable balances to collect on to meet company goals, and proactively connect with customers to ensure timely payment of related invoices. Build relationships with recurring customers in order to facilitate a smooth collection process
Communicate collection estimates for the month or quarter to Finance team for utilize in company forecasts
Apply customer payments to correct invoices and investigate and resolve partial payments
For nonpaying customers, follow company policy in the proper resolution of such invoices and/or propose methods of collecting payment
Assess AppDynamics’ policy around nonpaying customers and propose enhancements to the policy
At month-end, analyze the open receivables for collection exposures and propose a detailed bad debt reserve estimate
Perform collections and credit analyses for Finance as determined necessary
Recommend efficiency and effectiveness improvements where appropriate
Assist in the external audit process to ensure that company accounts receivable, bad debt allowance and bad debt expense are accounted for according to company policy and US GAAP

German Speaking Credit & Collections Analyst Resume Examples & Samples

Maintaining strong cash flows through efficient collections
Reviewing and evaluating customers based on their financials on a regular basis
Controlling bad debt exposure to minimize financial risk
Monitoring payment terms with the sales teams
Proactively call customers to ensure timely collections for outstanding receivables from customers
Resolve deductions and payment differences with customers
Resolves collections by examining customer payment history
Coordinate customer disputes and claims with the appropriate internal party
Working together with the Accounts Receivable Accountant to make Flowserve customers happy
Bachelor's or Master’s Degree is an advantage, Finance or relevant field preferred
Excellent verbal and written communication skills in English and German
Ability to build effective relationships with customers to negotiate and influence timely payments
Strong bias for action and ability to proactively recognize and resolve issue
Significant analytical, research and problem solving skills with keen attention to detail
Experience in managing a large number of accounts and invoices
Experience in a finance or customer service related role is an advantage

Credit / Collections Analyst Resume Examples & Samples

Analyzes output from fraud detection system and makes recommendation for further investigation
Negotiates down payment with customers to allow customer to purchase above their credit limit
Resolves disputes related to customer payment on delinquent accounts and negotiates and ensures payment from customer
Recognizes trends for nonpayment and resolves issues by engaging internal partners
Initiates the dispute resolution process with business partners and follows issue and ensures resolution for customer
Analyzes at-risk customers and recommends account strategies to prevent delinquencies
Manages and collects on an accounts receivable portfolio, ensuring timely payment of company receivables and resolution of customer issues preventing payment
Bachelor's degree from an accredited university in Accounting and Finance
Typically 2 - 3 years of relevant experience
MUSTwell converse in both Thai & English language (Good in written and verbal)
Good understanding of collection processes and financial concepts

Senior Credit / Collections Analyst Resume Examples & Samples

Proven ability to work cooperatively as a member of a team
Proven ability to communicate courteously with customers to research and correct billing errors or other information
Proven ability to maintain computer records to reflect up-to-date, accurate information
Proven knowledge of Microsoft Excel
AS in Accounting or Business related field preferred
2+ years relevant experience desired

Senior Global Credit & Collections Analyst Resume Examples & Samples

Analyze customer financial statements and credit history reports of new and existing customers to assess credit capacity, recommend credit limits, and seek approvals based on Viavi Global Credit Policy
A credit decision based upon the review and analysis of financial data must be rendered on all new and existing accounts
Monitor and ensure credit limits assigned to existing customers are reasonable and supportable
Responsible for making sound credit decisions as demonstrated by minimizing bad debt write-offs
Daily monitoring and action on Oracle credit hold reports and Credit Inbox
Maintain strong, effective working relationships with external customers, Order Management teams, AR Collections team (GSSC), Business Unit Finance teams, and Sales teams to obtain customer financial and credit history information in order to establish credit limits and payment terms, and to manage stop shipments & credit holds
Identify repeated billing issues and work closely with the appropriate areas for resolution
Work closely with the sales operation group in order to resolve customer disputes and clear outstanding receivables
Participate in Global Credit process improvement initiatives, and support other management directives as prescribed
Maintaining a communication flow with the management to ensure appropriate escalation steps are taken when problems arise
Manage assigned collection portfolio and provide assistance on escalated collection accounts
Providing weekly reporting on collections trend and aging bucket analysis
Assist with quarterly financial close
BS Degree in Business or Accounting with 5 years of credit & collections experience
Understanding and experience in the Quote to Cash process in a high technology company environment with Domestic and International business
Strong knowledge and understanding of credit & collections policies, procedures & strategies
Strong analytical and reconciliation skills
Solid understanding of root cause analysis and process improvement concepts
Strong organization skills with ability to prioritize multiple competing activities
Proficiency with of MS Office applications and experience in ERP applications – Oracle (preferred)
High energy and a positive attitude

Credit & Collections Analyst Resume Examples & Samples

Knowledge of accounting policies, practices and systems
System skills in Microsoft Office (Excel and Word) are required
Experience with PeopleSoft Accounting Systems and or Oracle is a plus
Candidate is expected to work independently, given set objectives and general instructions and supervision
The candidate is also expected to be able to take initiative to solve problems and improve processes

Credit & Collections Analyst Resume Examples & Samples

Analyze credit risks and recommend/establish credit limits. Identify and proactively respond to financial and/or industry trends, problems or issues that may occur related to credit risk
Identify and proactively address accounts with financial/performance changes and/or payment pattern changes to minimize bad debt risks
Maintain accurate credit and collection files for all accounts. Review and maintain files, reports, and financial information of new and existing customers
Perform collection calls and take all warranted follow-up actions, including research and resolution of short payments and deductions
Releases/holds customer’s orders based on credit worthiness. Informs customers and sales representative of credit held orders
Serve as a liaison between all other EnerSys departments/divisions, including routine interaction with both internal and external customers through phone, e-mail, and personal contact
Monthly review of aging reports to obtain status of aged significant open issues and report expected timing of resolution. Prepare and issue timely and accurate reports and answer questions concerning the contents
Responsible for maintaining and applying the company’s credit policies and practices
Provide support and back up for other roles in the Credit team, as needed
Perform other duties/projects as assigned by management
College degree preferred with concentration in accounting, finance or other business discipline; related business experience will be considered
Minimum of 3 years commercial credit/collection experience in a fast paced, high volume, multiple task industrial manufacturing environment
Proficiency with computer software and ERP systems; BaaN and/or SAP experience preferred
Understanding of Dun & Bradstreet reports
Must have ability to multi task and be flexible, dependable, organized and detail oriented
Export experience as it relates to commercial credit/collections a plus
Strong organizational and communication skills and an aptitude for managing customer relationships
Strong knowledge and understanding of financial analysis, credit ratios and mathematical calculating ability
Ability to take initiative to be able to prioritize multiple customer and sales requests as needed
Ability to work under general supervision, exhibiting independent thinking skills and problem solving initiative
The ability to recognize changing financial conditions and react appropriately to avoid unnecessary losses
The forte to handle credit inquiries of a non-routine nature, which in turn can present new business opportunities
Ability to effectively communicate with all company personnel, customers and vendors

Credit / Collections Analyst Resume Examples & Samples

Analyzes Credit Applications received by obtaining appropriate credit reports from reporting agencies, banks and supplier references. Analyzes credit information received along with analysis of financial statements. Summarizes findings in reports to management
Approves or rejects new work submitted for credit authorization within established limits
Makes recommendations to manager of changes to established credit codes
Project manages client dispute resolution activities and maintains necessary documentation
Assists clients with invoice issues; assists in reconciliation of accounts
Works with clients on collection of outstanding accounts receivables
Establishes and maintains follow-up files for each client account that clearly reflects ongoing status of collection activity
Prepares and collects of statistics on a monthly basis

100

Credit & Collections Analyst Resume Examples & Samples

Formulate a collection plan for assigned accounts
Contact customers to resolve past due balances
Work with other departments to resolve issues that prevent the customer from paying past due
4+ years of related work experience
Good organizational skills and good communication skills required
Ability to work independently, and take responsibility for projects
Understanding of the OnGuard collection software or SAP Billing systems preferred
Experience with high dollar/high volume customer account handling
Solid customer service skills or soft collection techniques needed to handle specific customer

101

Czech Speaking Credit & Collections Analyst Resume Examples & Samples

Monitoring the Accounts Receivable portfolio for trends and warning signs
Working closely with the customer service and sales teams to provide world-class service for Flowserve customers
Setting credit limits for customers
Releasing customer orders from credit block
Reconcile customer statements and confirm balances
The ideal candidate has 1-3 years related experience
Experience with Microsoft Office products is a plus
Excellent verbal and written communication skills in English and Czech

102

Credit & Collections Analyst Resume Examples & Samples

25% Account set-up and maintenance
25% Credit and purchase order review and analysis
25% Contacting customers regarding delinquent accounts and negotiating payment plans as warranted
10% Revenue recognition support
5% Cash application support
5% Assist with quarterly and annual audits with external auditors
5% Special projects as needed
3-5+ years relevant credit experience, preferably with medical equipment
Excellent analytical and conceptual skills
Working knowledge of financial statements (P&L, Balance Sheet, Cash Flow)
Working knowledge of financial advisory reports (D&B, NACM)

103

Credit & Collections Analyst Resume Examples & Samples

To bill customer timely and accurately, contact with customer to ensure acceptance
To collect accounts receivables and cash on open invoices for allocated region/country and troubleshoot, while adhering to global process & procedures, interfacing with customers as required
Take the lead on the customers assigned and ensure that the accounts receivable is in good state and issues getting addressed or escalated

104

Credit & Collections Analyst Analista de Crédito e Cobrança Resume Examples & Samples

Be in charge of credit validation, credit limit and collection activities related to our local and international customers
Business to business collections- contacting customers regarding past due payments
Collects, manages and provides resolution of outstanding invoices from past due accounts
Preparation of related reports to the regional office and global delivery centers
Previous experience in Credits and Collections
English - advanced
Good inter-personal, verbal, and written communication skills
Good problem-solving and decision-making
Ability to maintain confidential data

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