Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Accounts Receivable Credit Analyst - B2B

Full-time

SunSource

SunSource and its family of companies represent 270+ locations and 4,000+ employees making up one of North America’s leading value-add industrial distribution companies. We provide customers with products and value-added solutions within Fluid Power, Fluid Process, Fluid Conveyance, General Industrial Components, and Industrial Repair.

The Accounts Receivable Credit Analyst is responsible for managing customer credit accounts and supporting accounts receivable activities for an assigned group of customers. This role reviews customer credit information, establishes and maintains credit limits , releases credit-held orders , follows up on past-due balances, and helps resolve account and payment issues.

This role works closely with  Sales, customers, and internal teams to resolve credit and payment issues, keep customer orders moving, and ensure accounts are managed in accordance with company policies and established credit guidelines.

Essential Functions


  • Review and maintain customer credit limits for new and existing customers in accordance with company guidelines.

  • Review and release credit-held orders throughout the day, working closely with Sales to resolve issues and minimize delays to customer orders.

  • Perform accounts receivable collections by phone, email, and written communication; follow up on past-due balances and escalate issues as appropriate.

  • Research and resolve invoice discrepancies, short payments, overpayments, and customer disputes in partnership with Sales and internal teams.

  • Review credit reports, payment history, trade references, and other customer information to support new account setup and credit-limit decisions.

  • Complete periodic customer credit reviews and update credit limits based on payment history, credit information, and company guidelines.

  • Monitor accounts receivable aging and past-due balances and take appropriate follow-up action.

  • Prepare mid-month and month-end credit and A/R reports and participate in reporting calls with Sales leadership and management.

  • Maintain accurate customer credit and A/R records and follow established company policies and procedures.

  • Build positive working relationships with Sales and customers while resolving credit and payment issues.

Experience, Education and Skills


  • High school diploma or GED required; Associate’s degree in Accounting or a related field preferred.

  • 3+ years of experience in credit, accounts receivable, collections, accounting, customer accounts, or a related area.

  • Experience working with customer accounts, credit limits, collections, or accounts receivable preferred.

  • Ability to review credit reports, payment history, and customer information and make sound credit decisions within established guidelines.

  • General understanding of accounts receivable and basic accounting principles .

  • Strong problem-solving, communication, organization, and decision-making skills .

  • Ability to effectively partner with Sales and customers to resolve credit and payment issues.

  • Proficiency with Microsoft Office, including Excel, Word, and Outlook .

  • Ability to manage multiple priorities and work effectively in a fast-paced, deadline-driven environment .

Equal Opportunity Employer, including disability and protected veteran status. If you are an individual with a disability and require an accommodation to complete the application process, please contact [email protected]to request reasonable accommodation. Only requests for accommodation in the application process will be returned from this email address. This employer uses E-Verify. Please click  here for additional information. (For Illinois E-Verify information click  here ,  aquí ). Sun-Source | Privacy Policy

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Accounts Receivable Credit Analyst - B2B in Windsor, CA vacancy
  •  ...Part-Time Accounting Specialist 24 Hours Per Week, contract role We are seeking a detail-oriented...  ...grows. Key Responsibilities Accounts Receivable: Manage receivables for both wholesale/...  ...are not directly integrated with QBO. Credit Card Reconciliation: Review monthly credit... 
    Accounts payable
    Contract work
    Part time

    NorthBay Recruiter

    Healdsburg, CA
    3 days ago
  •  ...Description Position Summary: Seeking a Staff Accountant with current construction industry...  ...following: Accounts Payable, Accounts Receivable, project job costing, payroll and...  ...received in a timely manner. Manage company credit card program and expense recording.... 
    Accounts payable
    Contract work
    For contractors
    Work experience placement
    For subcontractor

    Public Works General Contractor

    Windsor, CA
    a month ago
  •  ...growing manufacturing company in search of an experienced  Senior Accountant to support the Controller and finance team. This role will be...  ...for balance sheet accounts including cash, accounts receivable, accounts payable, inventory, fixed assets, prepaid expenses,... 
    Accounts payable
    Full time

    Northbay Recruiter

    Santa Rosa, CA
    a month ago
  •  ...real estate investment firm is looking for a senior portfolio accountant to help manage the day to day accounting for a growing real estate...  ...multiple bank accounts and process accounts payable and receivable. Prepare quarterly investor distributions and lender compliance... 
    Accounts payable

    Career Movement

    Santa Rosa, CA
    2 days ago
  •  ...detail-oriented Property Manager with a strong background in Tax Credit (LIHTC) and HUD programs to join the team at Career Strategies....  ...opportunities, and ensure financial goals are met Process accounts payable (AP), including invoice review, coding, and entry... 
    Accounts payable
    Full time
    Temporary work

    Career Strategies - Bay Area

    Windsor, CA
    29 days ago
  •  ...contact lists, etc.). Process basic bookkeeping tasks: track expenses, process invoices and reimbursements, and help reconcile accounts payable/receivable. Use QuickBooks (or similar) to enter transactions and help update budgets or financial reports. Assist with monthly... 
    Accounts payable
    Full time
    Work at office
    Flexible hours
    Shift work

    Mark Enlow Inc. DBA Enlow & Associates

    Healdsburg, CA
    18 hours ago
  •  ...approval and work with clients to gather appropriate documentation Order appraisals, conditions, vom’s credit supps, voe’s Satisfy all conditions when received from Underwriter Communicate with clients , other professionals, including attorneys, county clerks... 
    Full time
    Work at office
    Local area

    Fox And Company Inc

    Santa Rosa, CA
    a month ago
  • $20 per hour

     .... Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit... 
    Temporary work
    Local area
    Remote work
    3 days per week

    U.S. Bank

    Santa Rosa, CA
    3 days ago
  •  ...The Commercial Loan Processor performs various tasks specifically related to the processing of Commercial Loans, standby letters of credit and Construction type loans. All duties are performed in accordance with established guidelines and policies. Ensures compliance... 
    For contractors
    Work at office
    Local area

    Poppy Bank

    Santa Rosa, CA
    18 hours ago
  • $33 - $38 per hour

     ...with Commercial Relationship Managers, Credit Administration, Loan Operations, borrowers...  ...commercial loan transactions and receive guidance and support on more complex transactions...  ...bachelor’s degree in business, finance, accounting, or a related field preferred.... 
    Full time
    Work at office
    Local area

    Golden Route Operations

    Santa Rosa, CA
    4 days ago
  •  ...Inc. This role provides critical support across payroll, accounts payable and receivable, human resources, vehicle management, and project documentation...  ...notices Monthly reconciliations of bank accounts, credit cards and auto loans Preparation and submission of... 
    Accounts payable
    For contractors
    Work at office

    McDonell Electric Inc

    Santa Rosa, CA
    1 day ago
  •  ...RESPONSIBILITIES AND JOB ACTIVITIES: 1. Perform day-to-day processing of account payable transactions in a timely manner, ensuring that...  ...expense reports. 6. Assist with monthly review of goods received but not yet invoiced. 7. Support the month end close process.... 
    Accounts payable
    Weekly pay
    Full time
    Work at office

    Bell Laboratories Office

    Windsor, CA
    more than 2 months ago
  •  ...(BOM) to oversee the daily business office operations of a Skilled Nursing Facility . The successful candidate will manage accounts receivable, collections, billing oversight, admissions financial processing, resident trust accounts, and other business office functions... 
    Accounts payable
    Work at office

    Northvine Post Acute Care

    Santa Rosa, CA
    a month ago
  • $33 - $38 per hour

    Job Title Location 500 Bicentennial Way, Santa Rosa, CA, 95403, United States Base Pay $33.00 - $38.00 / Hour Employee Type Non-Exempt - FT Minimum Experience 3 Years Job Description Description Summit State Bank

    Summit State Bank

    Santa Rosa, CA
    18 hours ago
  • $35 - $40 per hour

    Staff Accountant (CONTRACT) You are an experienced Staff Accountant who can step in and provide immediate support to a busy accounting department. This is a temporary 3-4 month assignment with a nonprofit organization in Santa Rosa. You will support day-to-day general... 
    Accounts payable
    Contract work
    Temporary work
    Immediate start

    Nelson Connects

    Santa Rosa, CA
    2 days ago
  •  ...This role acts as a subject-matter expert in policy, assists in credit structuring, and ensures adherence to internal credit policies...  ...Business Loan underwriting experience. Bachelor’s degree in Finance, Accounting, Economics, Business or related field. Strong math skills and... 
    Work at office

    The Loring Group

    Santa Rosa, CA
    4 days ago
  • We are looking for a Staff Accountant to support a healthcare organization in Santa Rosa, California on a Contract basis. This opportunity is well suited for an accounting specialist who is comfortable working across core general ledger activities, reconciliations, and... 
    Accounts payable
    Contract work

    Robert Half

    Santa Rosa, CA
    2 days ago
  • $21.95 - $30 per hour

     ...external customers by responding to inquiries received by phone, email, or other approved...  ...process loan payments, payoff requests, account maintenance, fund transfers, stop payments...  ...timely. Research, respond to, and resolve credit disputes and loan-related questions in accordance... 
    Hourly pay
    Work at office

    Exchange Bank

    Santa Rosa, CA
    2 days ago
  • $55.25 - $60 per hour

     ...work under pressure to ensure timely review, correction and reporting of the payroll. This position will also assist account payable and accounts receivable with imputing data, preparing bank deposits, etc. Credentials: Essential: * Licensed Vocational Nurse -... 
    Accounts payable
    Full time
    Shift work

    Front Porch

    Santa Rosa, CA
    3 days ago
  •  ...hosting investor calls, preparing presentations for the investment community, and coordinating with executive management to engage analysts and investors. The successful candidate will demonstrate exceptional financial acumen, strong communication skills, and the... 

    Jobleads-US

    Santa Rosa, CA
    18 hours ago
  •  ...managers) to ensure all goals are met. Assign and/or reassign accounts as necessary. Spearhead the recruitment, motivation,...  ...regardless of attempts to correct the situation. Work with accounts receivable to ensure customers pay invoices within agreed-upon terms.... 
    Accounts payable
    Immediate start
    Remote work
    Work from home
    Night shift
    Weekend work
    Afternoon shift

    Sysco

    Santa Rosa, CA
    1 day ago
  •  ...Experience Required: 5+ Years Bookkeeping/Accounting About the Role We are seeking a...  ...role manages accounts payable, accounts receivable, journal entries, reconciliations, and...  ...transactions Perform regular bank and credit card reconciliations Maintain accurate... 
    Accounts payable
    Hourly pay
    For contractors
    Work at office
    1 day per week

    Allied Roofing Partners

    Santa Rosa, CA
    4 days ago
  • $30 per hour

     ...Saturdays) Salary: $30 per hour Summary: The Accounting Specialist ensures accurate financial...  ...prepares and sends monthly statements, receives and post payments, follows up on...  ...: Finance Maintain accounts payable and credit card transactions/records in QuickBooks... 
    Accounts payable
    Hourly pay
    Weekly pay
    Full time
    For contractors
    Work at office
    Afternoon shift

    North Coast Builders Exchange

    Santa Rosa, CA
    4 days ago
  •  ...by improving productivity. Summary of Responsibility: The Accounts Payable Clerk is responsible for performing a variety of...  ...personal protective equipment (PPE). Qualified applicants will receive consideration for employment without regard to race, color, religion... 
    Accounts payable
    Full time
    Work at office

    Morris Group, Inc.

    Windsor, CA
    more than 2 months ago
  • $121.5k - $151.7k

    Overview When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most...
    For contractors
    Work at office
    Local area

    Hines

    Fulton, CA
    1 day ago
  •  ...The successful candidate will possess the ability and experience to: # Actively solicits, in conjunction with branch sales staff, credit applications for real estate secured term loans or interim construction loans. # Incorporate information obtained from... 
    For contractors
    Interim role

    Westamerica Bank

    Santa Rosa, CA
    a month ago
  • $27 - $30 per hour

     ...High-Volume Accounts Payable Specialist Aaction Rents is seeking a full-time Accounts...  ...Match invoices to purchase orders and receiving documents Verify invoice approvals and...  ...account reconciliations Reconcile company credit card statements and ensure proper... 
    Accounts payable
    Full time
    Work at office
    Monday to Friday

    Aaction Rents

    Santa Rosa, CA
    more than 2 months ago
  • $96k - $144k

     ..., IL and Kansas City, MO; the range is $88,000 to $132,000. The specific salary offered for this, or any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of... 
    Temporary work
    Work at office
    Remote work
    Relocation package
    3 days per week

    Swiss Re

    Windsor, CA
    16 hours ago
  • $146k - $244k

     ...MO; Chicago, IL and Windsor, CT, is $146,000 to $244,000.  The specific salary offered for this, or any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of... 
    Temporary work
    Work at office
    Remote work
    Relocation package
    3 days per week

    Swiss Re

    Windsor, CA
    7 days ago
  • $168k - $252k

     ...base salary range for this position is $168,000 to $252,000 . The specific salary offered for this, or any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity/specialization/scarcity of... 
    Contract work
    Temporary work
    For contractors
    Work at office
    3 days per week

    Swiss Re

    Windsor, CA
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Accounts Receivable Credit Analyst - B2B. Be the first to apply!