Credit Analyst

Credit Analyst

Reports to the VP Of Finance in NM (work location is Surrey, B.C.)

Responsibilities:

· Post payments to our US and Canadian customers as assigned.

· Process credit card payments and enforce collection of administrative charges.

· Make weekly AR collection and follow up calls.

· Monitor customers’ credit limit in ERP system below approved AR insurance limit.

· Alert past due accounts for hold orders and send timely payment reminders.

· Submit invoices and statement copies to customers and assist in monthly AR reconciliation.

· Coordinate back-up for invoicing when required with Sales reps and Customers.

· Other duties as assigned.

· Utilizes accounting software tools to maintain visibility and status of customer account balances.

· Responsible for monitoring returns / RMAs from customers and creating the associated credit memos.

· Reviews past due invoices and makes a high-volume of collection contacts via phone, e-mail, or customer portals.

· Works with the customer to determine root cause of dispute for unpaid or short-paid invoices. Identifies and documents detailed reason and recommends corrective action to resolve current and future disputes.

· Performs customer account reconciliations, including research of unapplied cash, and credits and unearned discounts. Recommends actions for resolution and avoidance of future reconciling issues.

· Evaluates collectability of unearned cash discounts, finance charges, small dollar invoices, etc. and performs write-offs of uncollectable amounts within their level of authority.

· Obtains appropriate credit information for approving credit limits.

Qualifications:

· 3 years of experience with accounts receivable, with exposure to accounting and finance.

· 3 years of credit and collection experience in a high-volume environment

· Knowledge of computer system applications: Microsoft Office (Outlook, Excel, and Word) experience and ERP Platforms and XERO Accounting

· High level of Excel knowledge preferred including pivot tables, vlookups, etc.

· Strong written, oral communication and interpersonal skills with a positive disposition.

· Reliable with strong organizational skills and solution-oriented philosophy.

· Ability to work independently as well as in a team environment.

· Strong attention to detail with a passion for accuracy.

· Ability to prioritize tasks and demonstrate a willingness to accept new challenges.

· Ability to work with all levels of management to accomplish goals and objectives.

· Must be able to work in office for 5 days a week for regular business hours

· Reports to VP of Finance in Rio Rancho New Mexico. The work location is in Surrey, BC.

· Works cross-functionally with sales team to maintain customer accounts.

Job Types: Full-time, Permanent

Pay: $25.00-$27.00 per hour

Expected hours: 40 per week

Benefits:

• Dental care
• Disability insurance
• Extended health care
• Paid time off
• RRSP match

Work Location: In person