Credit Analyst

• Monitor incoming customer payments across multiple channels, including wire transfers, cheques, PayPal, and credit cards.
• Apply cash receipts accurately and promptly to outstanding accounts using company systems.
• Investigate and resolve payment discrepancies, responding to customer inquiries as required.
• Conduct wire traces to support the collections team and reconcile customer account balances.
• Manage customer records and accounts to facilitate order-to-cash and procure-to-pay processes.
• Perform administrative tasks such as uploading invoices to portals, managing documents, and assigning tickets.
• Conduct manual credit reviews for accounts not automatically approved through Dun & Bradstreet.
• Assess creditworthiness by analyzing reports, payment history, and account standing, adhering to company policies.
• Make credit decisions within authorized limits, including approvals, alternative payment recommendations, or declines.
• Collaborate with collections and billing teams to ensure seamless financial operations.

• Proven experience in credit analysis, accounts receivable, or related financial roles.
• Familiarity with cash application processes and systems, such as NetSuite.
• Knowledge of credit approval workflows and risk assessment practices.
• Proficiency in utilizing Dun & Bradstreet for credit evaluations.
• Strong analytical skills and attention to detail in resolving payment discrepancies.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Excellent communication skills for interacting with customers and internal teams.
• Experience with financial processes in the IT software industry is an asset.

Robert Half