Analyst - Credit and Collections

WESCO Distribution; Estado de México; Presencial; MXN 300,000 - 400,000; Jornada completa

Descripción de la vacante

A leading distribution company in Mexico is seeking a Credit & Collections Analyst to manage credit information and conduct collections activities. Responsibilities include monitoring overdue invoices, performing account reconciliations, and collaborating with other departments. Candidates should have an Associate’s Degree in a related field and at least 1 year of relevant experience. Strong communication and Excel skills are essential for success in this role.

Formación

• 1 year of experience with accounts receivable, accounting, finance, supply chain or general business required.
• High level of Excel knowledge preferred.
• Strong written, oral communication and interpersonal skills.

Responsabilidades

• Monitors past due invoices and contacts customers for collections.
• Works with customers to determine the reason for unpaid invoices.
• Performs customer account reconciliations.

Conocimientos

Knowledge of Microsoft Office (Excel, Outlook, Word)

Communication skills

Organizational skills

Attention to detail

Educación

Associate’s Degree in Accounting, Finance, Supply Chain, or Business

Herramientas

ERP platform (e.g., Oracle, DAX, AS400)

Descripción del empleo

As a Credit & Collections Analyst, you will be responsible for collecting and maintaining basic credit information. You will assist reviewing and verifying overdue accounts. You will contact customers to confirm outstanding payments and renew credit information to help minimize outstanding debts.

Responsibilities:

• Monitors past due invoices and make a high-volume of collections 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.
• Performs customer account reconciliations, including research of unapplied cash, and credits and unearned discounts.
• 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 to rate credit worthiness of new and existing accounts within assigned portfolio.
• Works cross‑functionally with sales, operations, finance, contract administration, and customer master administration teams to gather and review documents, including purchase orders, credit applications. And loads into contract tracking tool for approval by financial services management and partners.
• Reviews orders on credit hold by assessing credit worthiness of customers, including financial ratings, open invoices, in‑process payments and backlog, and makes recommendations for order release to supervisor.

Qualifications:

• Associate’s Degree in Accounting, Finance, Supply Chain, or Business required; Bachelor’s Degree preferred.
• Licenses/Certificates/Designations - NACM or similar preferred.
• 1 year required, 3 years preferred, of experience with accounts receivable, accounting, finance, supply chain or general business.
• 1 year required, 3 years preferred, of knowledge of computer system applications: Microsoft Office, including Outlook, Excel, and Word, and familiarity with an ERP platform (e.g., Oracle, DAX, AS400 etc.) required.
• 1 year required, 3 years preferred, of commercial, business to business, credit and collection experience in a high‑volume environment required.
• 1 year required, 3 years preferred, of Working with trade credit and other third parties (e.g., D&B, Experian, Equifax, NACM, CreditSafe) to obtain credit information.
• High level of Excel knowledge preferred.
• Strong written, oral communication and interpersonal skills with a positive disposition.
• Strong organizational skills and solution‑oriented philosophy preferred.
• Ability to work independently as well as in a team environment.
• Strong attention to detail with a passion for accuracy.
• Willingness to accommodate temporary working hour changes as required by workflow is preferred.
• Ability to prioritize tasks and demonstrate a willingness to accept new challenges is preferred.