Job Description

Credit Analyst

Reports to the VP Of Finance in NM (work location is Surrey, B.C.)

Responsibilities:

Post payments to our US and Canadian customers as assigned.

Process credit card payments and enforce collection of administrative charges.

Make weekly AR collection and follow up calls.

Monitor customers' credit limit in ERP system below approved AR insurance limit.

Alert past due accounts for hold orders and send timely payment reminders.

Submit invoices and statement copies to customers and assist in monthly AR reconciliation.

Coordinate back-up for invoicing when required with Sales reps and Customers.

Other duties as assigned.

Utilizes accounting software tools to maintain visibility and status of customer account balances.

Responsible for monitoring returns / RMAs from customers and creating the associated credit memos.

Reviews past due invoices and makes a high-volume of collection contacts via phone, e-mail, or customer portals.

Works with the customer to determine root cause of dispute for unpaid or short-paid invoices. Identifies and documents detailed reason and recommends corrective action to resolve current and future disputes.

Performs customer account reconciliations, including research of unapplied cash, and credits and unearned discounts. Recommends actions for resolution and avoidance of future reconciling issues.

Evaluates collectability of unearned cash discounts, finance charges, small dollar invoices, etc. and performs write-offs of uncollectable amounts within their level of authority.

Obtains appropriate credit information for approving credit limits.

Qualifications:

3 years of experience with accounts receivable, with exposure to accounting and finance.

3 years of credit and collection experience in a high-volume environment

Knowledge of computer system applications: Microsoft Office (Outlook, Excel, and Word) experience and ERP Platforms and XERO Accounting

High level of Excel knowledge preferred including pivot tables, vlookups, etc.

Strong written, oral communication and interpersonal skills with a positive disposition.

Reliable with strong organizational skills and solution-oriented philosophy.

Ability to work independently as well as in a team environment.

Strong attention to detail with a passion for accuracy.

Ability to prioritize tasks and demonstrate a willingness to accept new challenges.

Ability to work with all levels of management to accomplish goals and objectives.

Must be able to work in office for 5 days a week for regular business hours

Reports to VP of Finance in Rio Rancho New Mexico. The work location is in Surrey, BC.

Works cross-functionally with sales team to maintain customer accounts.

Job Types: Full-time, Permanent

Pay: $25.00-$27.00 per hour

Expected hours: 40 per week

Benefits:

Dental care Disability insurance Extended health care Paid time off RRSP match
Work Location: In person