Credit & Accounting Specialist

Credit & Accounting Specialist; New York (NY); Hybrid; USD 79,000 - 105,000; Full time

Job summary

The Credit & Accounting Specialist role in New York City supports credit risk management, cash collection, and accurate accounts receivable records for US and global customers. This hybrid position requires 3 days onsite in midtown NYC and collaboration with Sales, Customer Service, and Supply Chain teams.

The successful candidate will combine strong analytical skills with business partnering capabilities, handling multiple customers, distributors, and partners in a fast-paced environment while

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 2-4 years of Accounts Receivable, Credit, or Accounting experience.
• Experience in Beverage, Wine & Spirits, or Distribution industries preferred.
• Must speak English and Spanish fluently.

Responsibilities

• Credit Management: perform credit reviews and set limits per policy.
• Accounts Receivable & Collections: monitor aging, contact overdue customers, and prepare reports.
• Cash Application & Reporting: resolve unapplied cash and support month-end close.
• Master Data & Process Support: maintain master data and assist audits.

Skills

Analytical skills

Problem-solving

Relationship building

Attention to detail

Multitasking

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

SAP

Microsoft Excel

Job description

Position Summary

The Credit & Accounting Specialist is responsible for managing customer credit risk, supporting cash collection activities, ensuring timely application of incoming payments, and maintaining accurate accounts receivable records for US, Global Travel Retail and Partnership Markets Customers. The role partners closely with Sales, Customer Service and Supply Chain teams to support healthy cash flow, minimize bad debt exposure, and ensure compliance with company credit policies.

The successful candidate combines strong analytical skills with excellent business partnering capabilities and is comfortable operating in a fast-paced environment with multiple customers, distributors, and third-party partners.

This is a hybrid position, requiring 3 days a week onsite in our office in midtown NYC.

Responsibilities

Credit Management

• Perform credit reviews for new and existing customers.
• Analyze customer financial statements, trade references, credit agency reports, and payment history.
• Recommend and maintain customer credit limits in line with company policies.
• Monitor customer credit exposure and proactively identify financial risks.
• Escalate high-risk accounts and recommend corrective actions.
• Support annual and periodic credit reviews.

Accounts Receivable & Collections

• Monitor customer aging and deferred discounts open positions with customers.
• Contact customers regarding overdue balances and resolve payment disputes.
• Coordinate collection efforts with internal stakeholders and external customers.
• Prepare weekly and monthly collection status reports.
• Support bad debt reserve analysis and write-off recommendations.
• Maintain accurate collection notes and customer communications.

Cash Application & Reporting

• Investigate and resolve unapplied cash and deduction balances.
• Support month-end closing activities related to bailment markets.
• Collaborate with Treasury and Accounting teams regarding cash receipts, direct payments (EFT) and bank transactions.
• Prepare aging analyses, DSO reports, and credit exposure reports.
• Review and validate monthly commissions and shipment reports

Master Data & Process Support

• Maintain business partners master data and assist in the implementation and improvement of Master Data processes.
• Support internal and external audits.
  

Qualifications

Education

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.

Experience

• 2-4 years of Accounts Receivable, Credit, or Accounting experience.
• Experience within Beverage, Wine & Spirits, or Distribution industries preferred.

Technical Skills and Languages

• SAP experience required (FI-AR, Credit Management, OTC processes).
• Strong Microsoft Excel skills
• Must speak English and Spanish fluently (required)

Competencies

• Strong analytical and problem-solving skills.
• Ability to build relationships with internal and external stakeholders.
• High attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines.
  

The expected base salary for this position ranges from $78,675-104,900. Salary offers are based on a wide range of factors and considerations. In addition to base salary and a generous employee benefits package, employees are eligible to receive a discretionary bonus.