Analyst

Job Description

Job Description

The Credit Analyst supports the accounts receivable function by monitoring past-due accounts, contacting customers regarding outstanding balances, resolving invoice discrepancies, processing payments, and maintaining accurate financial records. This role also provides administrative and operational support to the accounting team as needed.

Job Duties:

• Maintain and review aging reports and lists of past-due customer accounts.
• Contact customers by telephone and email to collect outstanding balances and resolve payment issues.
• Investigate and resolve invoice discrepancies, billing questions, and account disputes.
• Send customer statements and invoices daily upon request.
• Print and mail monthly customer statements.
• Post customer checks to the Accounts Receivable ledger and enter payment information into the system.
• Transfer daily cash reports to the ledger and maintain organized supporting documentation.
• File invoices, payment records, and other accounting documents in designated binders.
• Learn and assist with entering shop order invoices on a weekly basis.
• Cross-train as backup for posting and entering corporate checks.
• Organize, file, and box records as needed in accordance with company procedures.
• Provide general administrative and accounting support to the supervisor and department.
• Perform other related duties as assigned by the supervisor.

Qualifications:

• High school diploma or equivalent required
• Previous experience in collections, accounts receivable, billing, bookkeeping, or customer account management preferred.
• Basic understanding of accounting processes, payment posting, and customer account reconciliation.
• Proficiency with Microsoft Office, particularly Excel.
• Strong organizational skills, attention to detail, and accuracy.
• Professional written and verbal communication skills.
• Ability to handle confidential financial information responsibly.
• Ability to prioritize assignments and work effectively in a deadline-driven environment.