Credit & Accounts Receivable Analyst
About The Position
Triumvirate Environmental is seeking a Credit and Accounts Receivable Analyst for its Finance team. The role evaluates the financial health and creditworthiness of the company’s clients and stakeholders to support informed business decisions. The position reports to the Vice President of Finance. It is fully onsite for the first 90 days; after that, it follows a hybrid schedule approved by the manager and Human Resources. Triumvirate Environmental provides environmental services and compliance management expertise to organizations in higher education, life sciences, healthcare, and advanced manufacturing. The company describes its culture as focused on employee and customer satisfaction, growth, development, education, and creativity.
Requirements
- Associate or bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- 2–4 years of experience in a credit-related role, such as credit analysis, collections, or financial services.
- Business-to-business (B2B) experience.
- Strong understanding of credit analysis techniques and financial statement analysis.
- Proficiency with credit assessment software and Microsoft Excel.
- Excellent written and verbal communication skills, including the ability to convey complex information clearly to clients and stakeholders.
- Strong attention to detail and ability to identify trends or irregularities in client accounts.
- Good problem-solving skills and the ability to handle challenging situations professionally with clients and internal stakeholders.
- Analytical mindset and ability to make sound, data-based judgments.
- Ability to work independently and as part of a team.
- Strong organizational and time-management skills, including the ability to prioritize tasks effectively.
- Must be eligible to work in the United States without future sponsorship.
- Must have a reliable form of transportation.
Nice To Haves
- Relevant certifications, such as a credit risk certification.
- Proficiency with Oracle software.
Responsibilities
- Evaluate the creditworthiness of new and existing clients using credit reports, financial statements, and other relevant data, and determine appropriate credit limits.
- Monitor client accounts for changes in financial health and credit risk, track payment history, review account status, and ensure adherence to credit terms.
- Prepare and present reports on credit risk, outstanding balances, and payment trends to senior management, including actionable insights and recommendations.
- Identify potentially risky clients or accounts and mitigate risk through measures such as adjusted credit terms, collections efforts, or changes to credit limits.
- Serve as a point of contact for clients on credit-related issues.
- Maintain accurate records of client credit history, decisions, and communications, and use data to monitor trends and inform credit decisions.
- Ensure credit decisions comply with company policies and industry regulations; assist with reviewing and updating credit policies and procedures.
- Collaborate with sales, finance, and customer service teams to align credit assessments with business goals and promptly address credit issues.
- Communicate potential client credit issues effectively to internal stakeholders.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) contribution
- Tuition reimbursement
- Safety training and opportunities for external training and certifications for some positions
- Mentorship and career succession planning
- Relocation opportunities
- Auto and home insurance discounts
- Pet assistance discount plans
- Discounted movie passes
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
