CBTS

Credit & Collections Analyst III

CBTS Ohio, United States

Job Purpose:

The Credit and Collections Analyst III focuses on supporting the Credit & Collections team by being a key point of contact for handling complex issues. In addition, this is a backup for the manager while out of the office for day-to-day issues. This top tier level III position is instrumental in managing top tier, complex customers. In addition, this employee would help develop and document procedural process enhancements for the department. This role also maintains their own collection portfolio demonstrated in the Credit and Collections Analyst II role.

Essential Functions:

Support Credit Collections Team with feedback during meetings on day-to-day collection duties and contribute on special projects. Recommend and implement process efficiencies due to the high-level experience in the role. Initiate monthly meetings with top strategic accounts and develop strategic solutions to improve the overall average day to pay for these accounts and maintain once established.

Education:

Four years of College resulting in a Bachelor's Degree or equivalent

Relevant Work Experience:

5 to 7 years in related field

Special Knowledge, Skills and Abilities:

  • Mid level of excel experience (ability to create pivot tables and VLOOKUP's examples) for top customer reviews/meetings
  • Strong Process Improvement skills
  • Ability to apply strategic approaches
  • Excellent written and verbal communication skills
  • Proven track record with Senior Level management displaying confidence
  • Advanced level of expertise in systems (Great Plains, Get Paid, SCM and others that impact Accounts Receivable)
  • Excellent Time Management Skills

Supervisory Responsibility:

This position does not have employee direct reports but does serve as a "lead" role for others doing similar work

  • Seniority level

    Associate
  • Employment type

    Full-time
  • Job function

    Accounting/Auditing and Finance
  • Industries

    IT Services and IT Consulting

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