Credit Operations Analyst

Covetrus•Ohio (US) 1 - Remote 100%, OH

7d•$22 - $30

About The Position

Covetrus is a global animal-health technology and services company that provides products, services, and technology to veterinary practice partners. The Credit Operations Analyst coordinates third-party lease and financing activity, supports credit administration and customer-account processes, and works with internal teams and external partners to ensure transactions, documentation, and account information are handled accurately and efficiently. The role also uses data analysis and reporting tools to monitor activity, identify process improvements, and support sales reporting and regulatory compliance. The analyst processes and reviews applications to establish or reactivate accounts and assign credit terms, maintains customer information, and supports decisions on credit limits for high-dollar accounts. The position provides mentoring and cross-training for other analysts, handles escalated calls in the manager’s absence, and contributes to projects intended to improve efficiency and reduce costs. Compensation is $22–$30; the posting notes that pay may vary based on job-related skills, experience, and location.

Requirements

Knowledge of basic accounting principles.
Strong Microsoft Office skills, including Microsoft Excel.
Ability to use advanced Excel features such as pivot tables, macros, and complex formulas.
Basic understanding of Power BI or Tableau dashboards and reports.
Ability to negotiate.
Ability to prioritize and work independently.
Excellent verbal and written communication skills, including telephone etiquette and the ability to efficiently compose professional, accurate business correspondence.
Extremely organized and detail-oriented.

Nice To Haves

Basic understanding of SQL is preferred but not required.

Responsibilities

Coordinate and monitor sales involving third-party lease companies, communicating with customers, sales teams, and lease agents to keep processes on track.
Track leasing activity and produce monthly analysis.
Represent Credit Administration in meetings with internal partners to develop and improve the lease transaction process.
Coordinate with Marketing and Sales to communicate process changes and new vendors, and provide periodic updates to the Credit Department.
Facilitate communication among sales, customers, collections teams, and third-party financing institutions to obtain documentation and ensure timely sales processing and collection.
Work with analytics team members on Power BI and Tableau dashboards and reports.
Use advanced Excel skills to analyze data, build models, and streamline reporting.
Identify and implement basic workflow improvements to increase efficiency and reduce errors.
Process and review applications to establish new accounts or reactivate expired accounts, including assigning appropriate credit terms.
Assist management in determining credit limits for high-dollar accounts.
Control, process, and update customer system information, including addresses and names, and determine regulatory components in coordination with Regulatory Affairs.
Mentor other analysts and conduct periodic cross-training to ensure coverage of department functions.
Handle escalated calls or resolutions by guiding other associates in the manager’s absence.
Communicate with Account Managers, Customer Engagement Managers, customers, Regulatory Affairs, and eBusiness to support compliance with DEA and other state and federal regulations.
Work with supervisors and management on short- and long-term projects to improve efficiency and reduce costs associated with customer master file concerns.
Act as primary contact for AHI and other customer identifiers to maintain accurate vendor sales reporting and resolve customer-data discrepancies.
Coordinate monitoring and completion or closure of ISO accounts, and ensure completion of a monthly spreadsheet detailing ISO activity.
Perform other duties as assigned.