Credit and Collections Analyst

Oberg Industries•Freeport, PA

7d•Onsite

About The Position

The Credit & Collections Analyst is responsible for managing accounts receivable, customer collections, credit evaluations, and related financial reporting. Under minimal supervision, this role analyzes customer credit risk, ensures timely cash flow, maintains accurate financial records, and supports compliance with corporate credit policies. The Credit & Collections Analyst works closely with Finance, Sales, and senior leadership.

Requirements

Accounts Receivable (AR)
Credit Analysis and Risk Assessment
Collections Management
Financial Reporting and KPI Analysis
ERP Systems and Data Entry
Microsoft Excel, Word, and Outlook
Attention to Detail
Time Management and Organization
Written and Verbal Communication
Cross-Functional Collaboration
Customer Relationship Management
Working knowledge of accounting principles related to sales, accounts receivable, and cash transactions.
Proficiency in Microsoft Excel (reporting, analysis, spreadsheets).
Ability to communicate clearly in written and verbal formats.
Strong organizational and prioritization skills.
Ability to work effectively with internal teams and external customers.
Ability to interpret and apply job-related policies, procedures, and documentation.
U.S. citizenship or ability to comply with U.S. export control regulations.
Ability to wear required personal protective equipment (PPE).

Nice To Haves

Associate’s degree in Accounting, Finance, or a related field preferred (or equivalent experience).

Responsibilities

Perform collections of customer accounts receivable.
Oversee and review cash receipts. Occasionally, must make routine trips to the bank to deposit miscellaneous receipts.
Ensure the accuracy and timely monthly distribution of customer statements.
Summarize receivables by maintaining AR Aging.
Prepare monthly KPI reporting (DSO, Key Customer AR, etc.)
Meet with the CFO on a biweekly basis to review and discuss accounts receivable status.
Maintain accurate and up-to-date written documentation of AR related activities.
Responsible for entering Business Partners into ERP system. Coordinate the completion of New Customer Information Packet.
Coordinate the RMA process between various internal departments to issue credit memorandums.
Verify the validity of account discrepancies by obtaining and investigating information from sales and customer service.
Perform customer credit evaluations on new and existing customers, as required by the Corporate Credit Policy, to set appropriate credit limits and acceptable payment terms.
Maintain compliance with and recommend changes, on an as needed basis, to the Corporate Credit Policy.
Make recommendations to the CFO as to which credit evaluation tool(s) should be used to assist in performing the essential credit duties.
Responsible for reviewing daily credit alerts and preparation of Monthly Credit Comparison Report.
Responsible for the upkeep of customer sales tax exemption forms.
Other related duties as assigned.