Credit & Collections Analyst

Summary/Objective
The Credit & Collections Analyst will assist in ensuring that the company receives timely payment for goods and services offered to clients and will manage all credit decisions within their assigned portfolio.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Review and perform collections for assigned portfolio
• Proactively follow up on large $ invoices
• Follow up on past due accounts and determine root cause
• Find ways to improve the customer’s DSO and shorten payment cycle
• Maintain records, collection notes and customer information within P21 system
• Email monthly statements to all customers within assigned portfolio
• Review credit applications and approve credit limits/terms for new accounts
• Review sales orders placed on credit hold
• Evaluate pay history to determine if account needs to be placed on hold or credit limit modified
• Resolve unauthorized deductions and work closely with sales branch to resolve disputes
• Work out repayment plans for past due accounts within policy limits
• Process customer’s credit card payments
• Maintain sales tax database for assigned portfolio
• Run sales tax certificate campaigns in Avalara
• Monthly reporting to produce portfolio aging and DSO calculation
• Weekly reporting to produce portfolio collection queues
• Establish strong partnerships with sales branch, cash application and billing teams
• Develop relationship with external customers and be responsive to their requests

Competencies

• Excellent verbal and written communication skills.
• Proficient in MS Office with a strong proficiency in Excel.
• Ability to work independently and in a fast-paced environment.
• Ability to anticipate work needs and interact professionally with customers.
• Excellent organizational skills and attention to detail.

Supervisory Responsibility
This position has no direct supervisory responsibilities at this time but supervisory experience is preferred.

Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. This would require the ability to lift up to 15 lbs., open filing cabinets and bend or stand on a stool as necessary. Prolonged sitting at a desk and working on a computer.

Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday (8:00 am to 5:00 pm). Occasional evening and weekend work may be required as job duties demand.

Travel
Little travel is expected for this position.

Required Education and Experience

• Associates degree in Finance or Business.

• At least 3-5 years of experience in B2B collections.

Preferred Education and Experience

• Bachelor’s degree preferred.
• Prior work related use of advanced excel skills.
• Prior work related use of Microsoft Office tools.

• Prophet 21 experience preferred
• Avalara sales tax software experience preferred

Additional Eligibility Qualifications
There are no additional eligibility qualifications for this position

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EQUAL OPPORTUNITY EMPLOYER | DRUG-FREE WORKPLACE
Flow Control Group and its family of brand companies is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. Flow Control Group is a drug-free workplace.

NO AGENCIES PLEASE
No agencies please. Any unsolicited resumes sent to Flow Control Group from a third party, such as an Agency, including unsolicited resumes sent to Flow Control Group mailing address, fax machine or email address, or directly to Flow Control Group employees will be considered Flow Control Group property. Flow Control Group will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

Job Type: Full-time