Credit Analyst

Credit Analyst

Reporting to the Manager of Operations Support, the Credit Analyst is responsible for ensuring high quality accounts receivable. This is accomplished through proactive customer evaluation prior to providing services, by analyzing the customer's financial condition as well as their payment history with TEKsystems. In addition, the Credit Analyst evaluates all existing TEKsystems customers at pre-determined intervals during the performance of services. The Credit Analyst is a proficient expert in the management of customer credit lines and ratings. Qualities include building customer relationships, conflict resolution, professionalism, attention to detail, strong follow-up skills, the ability to embrace the Allegis Group communication model as appropriate and the ability to adapt to changes in the workplace.

Analyze customer financial data and make credit decisions for establishing customer credit limits and ratings prior to providing services. This includes processing credit applications and communicating decisions to the sales people

Review existing customer credit limits on a periodic basis. Responsibilities include making discretionary revisions based on changing levels of credit worthiness

Review accounts receivable for assigned regions/offices and advise management on collection action, financial risks, credit limits, payment terms, etc.

Provide education on the Credit Policy as well as manage violations and appropriate consequences

Responsible for setting-up and activating customers in PeopleSoft

Staying current with news and economic information and understand how that could impact our business and clients

Ensuring all data within Salesforce.com and Peoplesoft is to the highest quality

BA/AS in Economics, Business, Accounting, Math or a related field preferred.

1-2 years of applicable work experience.

Ability to effectively work in a team-oriented environment that is open, honest, humble, and competitive.

Ability to hold team members, peers and supervisors accountable.

Strong attention to detail and critical thinking skills.

Working knowledge of basic business ratios, financial statements, and accounting principles.

Thorough knowledge of business policies and account management practices.

Strong communication skills and work ethic.

Ability to balance daily workload through effective time management, prioritization and organizational skills.

Salary Range for this role is $48,000-$58,000 per year + Quarterly Bonus.

Employees also receive a benefits package including a 401(k) company matched retirement savings plan, health plans, paid time off and holiday pay.