Credit Lead

Job Description

Job Description

Robert Half Permanent Placement is partnering with a long-established utilities company based out of Williamsville, NY on their search for a Credit Lead to join a thriving team due to a long-deserved retirement. In this role you will be a critical part of the finance team, leading a credit team in analyzing accounts receivable, collections, and risk . This is a hybrid position after training with a starting salary of $75,000 - 100,000 d epending on experience and includes a comprehensive benefits package and a flexible schedule.

Responsibilities include but not limited to:

• Analyze utility accounts receivable balances monthly, including payments, collections, and trend reporting
• Review bad debt reserves and forecast bad debt expense based on historical data and current trends
• Conduct quarterly credit risk assessments to validate security levels and evaluate issuer creditworthiness
• Oversee the Credit team’s accuracy, compliance with regulations and tariffs, and adherence to internal credit policies
• Evaluate vendor and marketer creditworthiness and manage ongoing credit reviews to ensure policy compliance
• Monitor credit securities to ensure proper documentation, updates, storage, and adequacy
• Support the annual budgeting process and help establish procedures for new credit workstreams tied to acquisitions
• Partner with Finance leadership to improve processes, increase efficiency, and support automation initiatives

• Bachelor’s degree in Finance, Accounting, or related business field required
• 5–7+ years of professional credit experience
• Ability and skills to be a mentor and lead to the early career credit reps
• Strong Excel and PowerPoint skills
• Analytical, communication, and cross-functional collaboration skills
• PeopleSoft Financials and SAP preferred