Credit & Collection Analyst

Flow Control GroupCharlotte, NC

About The Position

The Credit & Collection Analyst will manage an assigned portfolio of customer accounts, performing collection activities to reduce delinquency and secure payments. This role involves proactive customer contact, investigating past due invoices and disputes, and maintaining accurate documentation. The analyst will also collaborate with various internal teams to resolve issues impacting payment and support departmental initiatives aimed at improving DSO and aging performance. Building and maintaining strong customer relationships while delivering exceptional service is key, as is participating in portfolio reviews, reporting, and process improvement initiatives.

Requirements

  • 3–5 years of B2B collections or accounts receivable experience.
  • Strong analytical and problem-solving skills.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Excel and Microsoft Office applications.
  • Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

  • Experience with Prophet 21 (P21) or similar ERP systems preferred.

Responsibilities

  • Manage an assigned portfolio of customer accounts and perform collection activities to reduce delinquency.
  • Proactively contact customers via phone and email to secure payment and resolve outstanding balances.
  • Investigate past due invoices, payment delays, disputes, deductions, and short payments.
  • Maintain accurate documentation of customer interactions and collection activities within Prophet 21 (P21).
  • Follow established escalation procedures for delinquent accounts, payment defaults, and disputed invoices.
  • Review customer payment history and assist with credit risk assessments and credit hold decisions.
  • Collaborate with Sales, Customer Service, Billing, Cash Application, and Portal Billing teams to resolve issues impacting payment.
  • Support departmental initiatives focused on reducing DSO and improving aging performance.
  • Build and maintain professional customer relationships while delivering exceptional service.
  • Participate in portfolio reviews, reporting, and process improvement initiatives.
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