Client Credit Analyst

Confidential Jobs; Columbus (OH); On-site; USD 55,000 - 80,000; Full time

Job summary

Confidential Jobs in Columbus, OH seeks a Client Credit Analyst to analyze client creditworthiness, assess payment trends, and support new client setup.

You will partner with Billing and Accounts Receivable and coordinate with branch locations to verify information and ensure accurate client data.

The ideal candidate is analytical, detail-oriented, and proficient in Excel, with strong communication skills and ability to work across teams.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant work experience.
• Intermediate or advanced proficiency in Microsoft Excel.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Attention to detail and accuracy.
• Ability to analyze data and determine action steps.
• Ability to communicate with customers and internal staff.
• Ability to manage multiple tasks and priorities.
• Ability to work independently and in a team.
• Adaptability to changing business needs.

Responsibilities

• Consolidate and analyze client integration data for new client setup.
• Review and evaluate client creditworthiness using Dun & Bradstreet, credit applications, and other information.
• Analyze vendor payment trends for clients.
• Assemble and summarize data to evaluate creditworthiness and risk.
• Research and verify client addresses and determine invoicing contacts.
• Verify client information related to billing and collections.
• Coordinate with Headquarters Billing and Accounts Receivable to verify invoice locations.
• Collaborate with branch locations to obtain missing information during analysis and integration.
• Identify discrepancies and communicate findings to teams.
• Support accurate client setup and integration processes.
• Foster teamwork and knowledge sharing within the team.
• Assist with developing team members' professional skills.
• Perform other duties as assigned.

Skills

Analytical

Detail-oriented

Problem-solving

Collaborative

Professional communicator

Organized

Adaptable

Team-oriented

Microsoft Excel

Multi-tasking

Education

Bachelor's degree in business, finance, accounting, or related field

Job description

We are seeking a Client Credit Analyst to join our Headquarters team. This position is responsible for analyzing client creditworthiness and payment trends, supporting new client setup and integration, and partnering with internal teams to ensure accurate and complete client information.

The ideal candidate is analytical, detail-oriented, and comfortable working with data to identify trends, evaluate risk, and make informed recommendations. This role also requires strong communication skills and the ability to collaborate effectively with clients, branch locations, Billing, and Accounts Receivable teams.

Key Responsibilities

• Consolidate and analyze client integration data to support new client setup.
• Review and evaluate client creditworthiness using Dun & Bradstreet reports, credit applications, and other available business information.
• Analyze new and existing client vendor payment trends.
• Assemble, organize, and summarize data to evaluate client creditworthiness and potential risk.
• Research and verify client addresses and determine the appropriate communication and invoicing contacts.
• Verify client information related to billing and collections.
• Partner with the Headquarters Billing and Accounts Receivable departments to verify invoice locations and client communication requirements.
• Work closely with branch locations to obtain missing or incomplete information needed during the client analysis and integration process.
• Identify discrepancies, missing information, or potential concerns and communicate findings to the appropriate teams.
• Support accurate and efficient client setup and integration processes.
• Serve as a positive example to team members and contribute to a collaborative work environment.
• Assist with developing and strengthening team members' professional skills through knowledge sharing, training, and support.
• Perform other duties as assigned to support the successful operation of the company.

Qualifications Required:

• Bachelor's degree in business, finance, accounting, or a related field, or equivalent combination of education and relevant work experience.
• Intermediate or advanced proficiency in Microsoft Excel.
• Strong analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Excellent attention to detail and accuracy.
• Ability to understand and accurately apply basic mathematical concepts.
• Ability to analyze and evaluate data to determine appropriate courses of action.
• Ability to effectively and tactfully communicate with customers and internal employees.
• Proficiency with standard office equipment and computer applications.
• Ability to manage multiple tasks and priorities effectively.
• Ability to work independently while also contributing to a team environment.
• Ability to adapt to changing priorities and business needs.

Preferred Skills & Attributes

The ideal candidate will be:

• Analytical: Able to review financial and client information, identify trends, and evaluate potential risks.
• Detail-oriented: Able to identify missing, inaccurate, or inconsistent information.
• Problem-solving focused: Comfortable researching information and determining appropriate solutions.
• Collaborative: Able to work effectively with Billing, Accounts Receivable, branch teams, and other internal departments.
• Professional communicator: Comfortable communicating effectively and tactfully with both internal employees and clients.
• Organized: Able to manage multiple tasks while maintaining accuracy and meeting deadlines.
• Adaptable: Able to shift between priorities and respond effectively to changing business needs.
• Team-oriented: Willing to share knowledge, support coworkers, and help develop the skills of others.

Why Join Our Team?

If you enjoy working with data, analyzing business information, solving problems, and making informed decisions, this could be a great opportunity to grow your career with our Headquarters team.