Credit Analyst (B2B Collections)

BDO USA • San Francisco, CA

6h • $60,000 - $70,000

About The Position

Job Summary: The Credit Analyst manages the full scope of collections for assigned accounts to ensure payment is received on a timely basis. Job Duties: Reviews past due accounts receivables daily for assigned accounts Manages collection activities, including, but not limited to, phone communications to customers to secure payment for assigned accounts and adjusting payment terms and/or schedules Assesses and determines appropriate next steps in addressing delinquent accounts in an effort to establish a resolution involving satisfactory terms for all parties involved Documents the results of collection calls, and communicates progress of accounts to principals, engagement team and regional finance on a timely basis Interacts with key members of firm and client management to resolve billing disputes and service issues Reviews Dunn & Bradstreet reports to make a determination on accounts that require continued attention and focus due to poor credit history patterns with the firm and/or other vendors Analyzes stagnant accounts, and determines the need for escalation to a Finance Manager or Director for further action Utilizes firm best practices to implement process changes to rectify service issues, including, but not limited to, recommending changes to customer payment terms or developing billing schedules based on a client’s cash flow Other duties as required Supervisory Responsibilities: N/A

Requirements

• High School Diploma or equivalent, required
• Two (2) or more years of credit / collections field experience, required
• Proficient in the use of Microsoft Office Suite, required
• Excellent verbal and written communication skills
• Strong customer service skills
• Basic negotiation skills
• Ability to work in a demanding environment
• Capable of effectively analyzing and resolving issues and questions in a professional manner
• Ability to successfully manage multiple projects with an attention to detail while working independently
• Knowledge of firm’s collections procedures

Nice To Haves

• Associate’s or Bachelor’s degree in Accounting, Business Administration, or Finance, preferred
• Prior commercial (B2B) collections experience, preferred
• Professional services firm experience, preferred

Responsibilities

• Reviews past due accounts receivables daily for assigned accounts
• Manages collection activities, including, but not limited to, phone communications to customers to secure payment for assigned accounts and adjusting payment terms and/or schedules
• Assesses and determines appropriate next steps in addressing delinquent accounts in an effort to establish a resolution involving satisfactory terms for all parties involved
• Documents the results of collection calls, and communicates progress of accounts to principals, engagement team and regional finance on a timely basis
• Interacts with key members of firm and client management to resolve billing disputes and service issues
• Reviews Dunn & Bradstreet reports to make a determination on accounts that require continued attention and focus due to poor credit history patterns with the firm and/or other vendors
• Analyzes stagnant accounts, and determines the need for escalation to a Finance Manager or Director for further action
• Utilizes firm best practices to implement process changes to rectify service issues, including, but not limited to, recommending changes to customer payment terms or developing billing schedules based on a client’s cash flow
• Other duties as required

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED