Utility Credit Analyst US Business Hours

Teoco; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Teoco in Bengaluru is seeking a Utility Credit Analyst to manage credit balance transfers and refunds. You will research invoices, coordinate with utility suppliers, and drive timely resolution of requests that affect client accounts.

The role requires strong attention to detail, ownership from initiation through completion, and the ability to handle several high-volume requests. US/India hours may be required based on business needs.

Qualifications

• Strong attention to detail and accuracy.
• Good analytical and problem-solving skills.
• Strong ownership and accountability for assigned tasks.
• Ability to manage multiple requests and priorities in a high-volume environment.

Responsibilities

• Credit Balance Management: Research utility invoices and identify credit balances requiring action.
• Coordinate with utility suppliers to request credit balance refunds or transfers.
• Follow up with suppliers and internal stakeholders to ensure timely resolution of outstanding requests.
• Take ownership of credit balance requests from initiation through final resolution.
• Ensure requests are managed within the target resolution timeframe of 60 days.
• Reporting and Documentation: Maintain accurate and up-to-date records of all credit balance requests.
• Track request status and daily updates using Excel spreadsheets and the company’s dispute management system.
• Document all actions, communications, follow-ups, and resolutions clearly and accurately.
• Ensure documentation complies with established internal processes and standards.
• Monitor aging requests and proactively follow up on items requiring additional action.
• Communication and Coordination: Communicate effectively with utility suppliers, internal teams, clients, and other stakeholders to facilitate timely resolution.
• Manage both email-based and real-time communication as required.
• Respond to emails and requests within 48 hours.
• Conduct weekly or bi-weekly follow-ups on outstanding items, depending on account requirements.
• Build effective working relationships with internal and external stakeholders.
• Additional Responsibilities: Support special projects, reporting, and analysis as assigned.
• Provide support across Managed Services clients based on business requirements.
• Assist with activities related to unbilled active sites and other operational initiatives.
• Serve as backup support for team members when required.
• Adapt to changing priorities and workload requirements.

Skills

Attention to detail

Analytical thinking

Ownership

Time management

Excel

Communication skills

Job description

Job Description:

Job Summary

The Utility Credit Analyst will primarily be responsible for managing utility credit balance transfer and refund requests. The role involves working with utility suppliers, internal stakeholders, and client teams to research, initiate, track, and resolve credit balance requests in a timely manner.

The position requires strong attention to detail, ownership of issues from initiation through resolution, and the ability to manage multiple time-sensitive requests in a high-volume environment.

The analyst may work US business hours or a combination of US and India business hours, depending on business requirements.

In addition to credit balance management, the analyst may support special projects and other Managed Services activities, including unbilled active sites, reporting, and analysis.

Key Responsibilities

1. Credit Balance Management

• Research utility invoices and identify credit balances requiring action.

• Coordinate with utility suppliers to request credit balance refunds or transfers.

• Follow up with suppliers and internal stakeholders to ensure timely resolution of outstanding requests.

• Take ownership of credit balance requests from initiation through final resolution.

• Ensure requests are managed within the target resolution timeframe of 60 days.

2. Reporting and Documentation

• Maintain accurate and up-to-date records of all credit balance requests.

• Track request status and daily updates using Excel spreadsheets and the company’s dispute management system.

• Document all actions, communications, follow-ups, and resolutions clearly and accurately.

• Ensure documentation complies with established internal processes and standards.

• Monitor aging requests and proactively follow up on items requiring additional action.

3. Communication and Coordination

• Communicate effectively with utility suppliers, internal teams, clients, and other stakeholders to facilitate timely resolution.

• Manage both email-based and real-time communication as required.

• Respond to emails and requests within 48 hours.

• Conduct weekly or bi-weekly follow-ups on outstanding items, depending on account requirements.

• Build effective working relationships with internal and external stakeholders.

4. Additional Responsibilities

• Support special projects, reporting, and analysis as assigned.

• Provide support across Managed Services clients based on business requirements.

• Assist with activities related to unbilled active sites and other operational initiatives.

• Serve as backup support for team members when required.

• Adapt to changing priorities and workload requirements.

Required Skills & Competencies

• Strong attention to detail and accuracy.

• Good analytical and problem-solving skills.

• Strong ownership and accountability for assigned tasks.

• Ability to manage multiple requests and priorities in a high-volume environment.

• Strong written and verbal communication skills.

• Good follow-up and time-management skills.

• Proficiency in Microsoft Excel and the ability to work with reporting and tracking tools.

• Ability to work independently while collaborating effectively with internal and external stakeholders.

• Willingness to learn utility billing, invoice management, and related software systems.

Work Environment and Performance Expectations

• Demonstrate ownership of assigned work and drive issues through to resolution.

• Take independent action and proactively identify required follow-ups.

• Maintain accuracy and attention to detail while working with high-volume data and requests.

• Adapt effectively to shifting priorities, client requirements, and workload fluctuations.

• Meet established turnaround times and maintain consistent follow-up on outstanding items.

• Demonstrate a collaborative, professional, and customer-focused approach.

• Be flexible to work US business hours or a split US/India schedule, based on business requirements.