OTC Credit & Collection Accountant

Sulzer; Ciudad de México; Presencial; MXN 420.000 - 540.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Savings Fund

Pension Plan

Medical Insurance

Life & Vision Insurance

Vacation premium

Descripción de la vacante

Sulzer is seeking an Order to Cash (OTC) Credit & Collections Accountant to assess creditworthiness, set up new customers, manage credit risk, and support the OTC process in collaboration with country Project Managers and Credit Control Managers. The role ensures timely collections and healthy cash flow by minimizing bad debts and maintaining financial stability.

Responsibilities include evaluating credit applications, analyzing financial data, setting credit limits, and executing collections

Formación

• University degree in Finance, Accounting, Business Administration or related field.
• 1–2 years of OTC, billing or similar experience.
• Experience in manufacturing or industrial sectors is preferred.

Responsabilidades

• Evaluate customer credit applications using credit scoring models and financial analysis to determine risk.
• Analyze new customers and advise on acceptance/rejection for Master Data setup.
• Review financial statements and reports to set and adjust credit limits.
• Monitor customers' credit exposures and minimize risk to optimize receivables.
• Collaborate with Project Managers, sales, and CoE to resolve credit issues and support growth.
• Execute collections strategies to reduce Days of Sales Outstanding (DSO).
• Engage with customers via phone or email to negotiate timely payments and resolve delinquencies.
• Maintain accurate records of credit & collections activities.

Conocimientos

Analytical skills

Communication skills

Problem-solving

Decision making

Educación

Finance/Accounting degree

Herramientas

SAP

MS Dynamics 365

iScala

Tagetik

Qlik Sense

Excel

Descripción del empleo

Sulzer is a leading engineering company with a proud heritage of innovation. Join our global team to grow your expertise and develop innovative solutions that enable a prosperous and more sustainable society.

The Order to Cash (OTC) Credit & Collections Accountant is responsible for assessing the creditworthiness of current and potential customers and advice on the setup of new customers, managing credit risk, and supporting the overall OTC process in close collaboration with the country Project Managers and Credit Control Managers. Moreover, the professional is responsible for managing and executing the collections process to ensure timely payments from customers, maintaining healthy cash flow and minimizing risk of bad debts. The Credit & Collections Accountant will play a crucial role in maintaining financial stability of the organization by ensuring that receivables are collected in a timely manner.

Key responsibilities:

• Evaluate customer credit applications using credit scoring models and financial analysis to determine the degree of risk involved in extending the credit
• Analyze new customer and advise on the acceptance/rejection for the setup in the Master Data
• Conduct thorough financial analysis, including reviewing financial statements, credit reports and payment history to set and adjust credit limits
• Monitor and analyze customers’ credit exposures and make recommendations to minimize risk and optimize accounts receivables
• Collaborate closely with the Senior Credit & Collection Accountants, local Project Managers, sales and customer service teams to resolve credit issues and support business growth while managing credit risk as well as to address any disputes or issues that delay payments
• Execute collections strategies to reduce Days of Sales Outstanding (DSO) and improve cash flow
• Engage with customers via phone, email or other communication channels to negotiate timely payments and resolve outstanding receivables
• Maintain accurate and up-to-date records of all credit & collections-related activities, including credit review, limits and terms
• Communicate credit policies and procedures to relevant stakeholders within the organization
• Support the collections process, ensuring timely payments from customers
• Prepare credit & collections reports and risk assessments for management, highlighting trends, potential risks and opportunities for improvement
• Support the OTC and Reporting & Analytics team with the month-end closing activities, ensuring accurate and timely financial reporting related to credit and accounts receivable
• Participate in continuous improvement initiatives to enhance credit processes and systems
• Ensure OTC internal controls are in place in the CoE and followed for the processes performed by this role

Education and experience

• University degree in Finance, Accounting, Business Administration or related field
• Minimum of 1-2years of experience in OTC, billing or a similar role
• Experience within the manufacturing or industrial sectors is preferred

Critical success factors

• Strong understanding of accounting principles, revenue recognition and billing process
• Proficiency in interpreting billing reports
• Excellent analytical, problem-solving and decision-making skills
• Strong communication skills for delivering key insights to i.e. Senior Billing Accountants, CoE Accounting Manager, Reporting & Analytics team and Country Finance Heads

Technical & language skills

• Proficient in ERP systems (relevant to your business unit; SAP, Microsoft Dynamics 365 or iScala) Strong MS Office (Excel, PowerPoint) skills
• Proficiency in billing software; experience with Tagetik and Qlik Sense is a plus
• Proficiency in English

What we offer you

• Savings Fund: 8% monthly matching
• Pension Plan & Seniority Recognition
• Major Medical Insurance (Individual)
• Life, Dental, and Vision Insurance
• 12 days of vacation to start with a 50% vacation premium