Financial Analyst I

Position Summary

The Credit Analyst plays a critical role in ensuring the timely collection of customer payments by analyzing accounts and collaborating closely with Sales and Customers. This position is responsible for managing individual credit metrics while also supporting strategic initiatives within the overall Credit Department.

Primary Responsibilities

• Initiate collection activities for delinquent payments using phone, email, dunning letters, and by contacting Managers or Account Executives.

• Handle credit and local inquiries or disputes received by phone; create new disputes for controlled accounts.

• Research financial disputes and inquiries related to customer accounts.

• Work with customers and internal stakeholders to resolve issues such as volume discrepancies, pricing, freight, short-pays, account issues, and promotions.

• Coordinate actions based on root-cause analysis of disputes and identify patterns for resolution by working directly with customers or Sales/Managers.

• Update collection notes to document resolution status and collection attempts.

• Identify opportunities to improve the overall credit portfolio and reduce bad debt or delinquent accounts.

Required Qualifications

• Education: High School Diploma required; Associate’s degree or higher preferred.

• Experience: 2–4 years in Accounts Receivable, Credit, and/or Collections with a strong understanding of department functions, terminology, and interrelationships.

Technical Skills and Abilities

• Demonstrated expertise in collection practices.

• Strong communication skills, both verbal and written, for interactions with internal and external customers.

• Ability to collaborate effectively across various business functions.

• Proficiency in analyzing past due accounts and applying appropriate collection treatments.

• Experience with Microsoft Office and specialized accounting/finance ERP software (e.g., Workday).

Language Requirements

Must be fluent in English.

Physical Demands

Reasonable accommodations will be provided to enable individuals with disabilities to perform essential job functions. The role requires regular sitting, standing, walking, and frequent use of hands and fingers for computer keyboard, mouse, telephone, and communication tasks. Occasional lifting and moving of items up to 20 pounds may be required.

Working Conditions

• This description outlines the general nature and level of work performed in this classification. It is not intended to be an exhaustive inventory of all duties, responsibilities, and qualifications required of employees assigned to this role. Successful performance requires the ability to fulfill all essential duties satisfactorily, with reasonable accommodations provided as needed.