Description

We are inviting applications for a Credit & Collections Analyst role in Union City, California. The Credit & Collections Analyst is primarily responsible for collections, analyzing trends to determine credit worthiness, monitoring, and organizing payment patterns for an assigned group of accounts. In addition, this position reviews deduction discrepancies in the areas of returns, vendor compliance, pricing, shortages, etc. with management for appropriate action. Update credit information on existing accounts or compile information on potential accounts upon request for analysis and evaluate credit worthiness.

Responsibilities:

• Conduct daily collections calls and proactively monitor outstanding account receivables in accordance with the collections process.

• Prepare monthly projections of Cash Collections. Assist in creating and maintaining monthly reports.

• Assess customer’s credit worthiness using D& B software. Work cross-functionally with, Cash Applications, Sales & Service organizations to promote partnerships and resolve open customer disputes in a timely manner.

• Analyze Accounts Receivables, resolve issues regarding any doubtful accounts and/or corrections needed to be addressed and escalate them to management as necessary.

• Monitor reports on customers’ financial performance, review data and investigate discrepancies or variances and communicate findings to management.

• Obtain approval as needed and required to exceed set credit limits and based on set parameters.

• Follow department policies and procedures, assist in the appropriate implementation of policy improvements.

• Responsible for cleanliness, organization, and overall Credit & Collections department appearance.

• Strive to become an independent employee able to analyze problems and formulate plans to overcome challenges and to get work done quickly with a high degree of quality. (Not for a Supervisory/Manager role). Make sound and logical decisions and choose the appropriate courses of action based on the parameters of the situation at hand and to use continual improvement problem solving skills.

  Requirements

Qualifications & Requirements:

• Experience and education – as outlined below, per job level.

• Knowledge of Credit & Collections procedures.

• Knowledge of SAP required, S4 regarding Customer Master, Credit Management & Order to Cash a plus.

• Strong negotiation skills and use solid judgment in changing a customer’s objections into a commitment to pay.

• Knowledge of basic A/R related accounting principles.

• Must have strong attention to detail.

• Ability to research and solve problems effectively.

• Ability to evaluate and analyze customers' financial status.

• Neat and professional appearance and outgoing people-oriented personality which conveys pride in working for the company and which is demonstrated with a ready smile and a willingness to assist others.

• Excellent computer skills including operating Windows based personal computers, various office equipment and machines, and telephone system. Ability to efficiently and effectively use Microsoft products such as Outlook, Word, Excel, and PowerPoint.

• Ability to clearly express oneself verbally and in writing in the English language (additional languages also preferred) using good grammar, vocabulary, eye contact. Ability to communicate effectively with employees and other business contacts in a courteous and professional manner. Excellent verbal and written communication skills, strong presentation, project and organizational skills.

• Excellent customer focus with a high sense of urgency. Ability to provide excellent interpersonal and communication skills.

• Ability to function calmly in a fast-paced environment managing multiple priorities simultaneously. To be able to positively manage situations of a dynamic nature; to be able to modify plans, actions, and decisions in light of changing situations and circumstances while still meeting, or proposing modified, deadlines.

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

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

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

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