Financial Services Analyst - Credit

Werner • Town of Grand Chute, WI

5d

About The Position

At Werner, we’re more than an electrical distributor — we’re a community that
empowers people to grow, innovate, and truly make a difference. Our culture
celebrates individuality, encourages creativity, and values each person’s voice;
creating a space where you can be yourself, connect with others, and build a
meaningful career. We believe in balance and flexibility, so you can thrive both
professionally and personally. Together, we can make an impact and build
something exceptional for our customers, families, communities, and each other.

Summary: Manage the overall collection, reconciliation, and credit risk for
business accounts. The Financial Services Analyst will recommend new credit and
extensions of credit through research and analysis of credit reports, industry
credit group information and credit references.

Requirements

• High school degree required
• 3-5 years of customer service experience

Responsibilities

• Manage the overall collection, reconciliation, and credit risk for portfolio of assigned accounts.
• Service assigned accounts with required documentation and customer contact to ensure timely payment of account receivable (A/R) balances.  This includes resolving deductions and dispute resolution through extensive communication with sales, customer service, and customers.
• Complete credit reviews on assigned accounts to determine if appropriate credit lines are set and to minimize credit risk to the company. Escalate concerns and risks to supervisor.
• Analyze and interpret credit reports by Dun & Bradstreet (D&B) and Experian for new applications and determine credit worthiness based on Werner’s Commercial Credit Policy.
• Follow and adhere to Werner’s Commercial Credit Policy, standards of work and work instructions for Analysts.
• Monitor department general email box and respond to requests or forward as appropriate.
• Prepare standard daily, weekly, or monthly reports as needed.
• Evaluate tax exemption certificates to determine exemption status for orders and accounts.

Benefits

• Medical and Dental Insurance
• Short & Long-Term Disability Insurance
• Life and AD&D Insurance
• 401(k) Retirement Plan with company match
• Paid holidays, vacation, personal, and sick days
• Pet Insurance
• Identity Theft Protection
• Accident Insurance & Critical Illness Coverage
• Tuition Reimbursement
• Annual bonuses and merit increases based on performance
• Employee Assistance Program (EAP)
• Wellness Programs
• Career Development & Leadership Training
• Vision
• Paid Parent Leave

What This Job Offers

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