Credit Analyst

Jobtailor

Dallas (TX)

On-site

USD 70,000 - 100,000

Full time

14 days+

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Job summary

Jobtailor in Dallas is seeking a Credit Analyst to perform comprehensive credit reviews, assess client creditworthiness, and monitor ongoing risk for a professional services firm. You will collaborate with billing, collections, and leadership to align credit terms with risk profiles.

The role requires strong analytical abilities, experience with credit reporting tools, and the capacity to translate financial data into actionable recommendations.

Qualifications

Bachelor's degree in finance, accounting, business, or a related field.
Previous experience in financial analysis or credit management is highly preferred.
Experience using credit reporting and financial research tools such as S&P Capital IQ, Experian Business IQ, Dun & Bradstreet, or Coface.
Experience in a law firm or professional services environment is preferred.
Demonstrated experience performing credit analysis, financial research, risk assessment, or related finance operations work.
Ability to interpret financial, credit, and public-record information and translate findings into practical recommendations.

Responsibilities

Perform timely, thorough client credit reviews and risk assessments to support business intake, billing, and collections decisions.
Assess the creditworthiness of potential clients and monitor existing clients.
Coordinate terms of credit and support recommendations for credit terms, retainers, billing arrangements, and risk mitigation measures.
Research prospective and existing clients, including corporate structure, industry risk, litigation or bankruptcy indicators, and payment trends.
Prepare and document retainer recommendations and other credit controls.
Partner with the Collections team to prepare creditworthiness summaries and identify matters requiring escalation.
Collaborate with billing attorneys, leadership, the Credit Manager, and other teams to resolve credit concerns, collections issues, and payment delays.
Maintain documentation of credit reviews, recommendations, approvals, and follow-up actions.
Monitor changes in client financial condition, payment behavior, ownership, and other risk indicators.
Report to the Credit Manager; no direct reports.

Skills

Credit Analysis

Financial Research

Risk Assessment

Data Interpretation

Credit Reporting

Education

Bachelor's degree in finance, accounting, or business

Tools

S&P Capital IQ

Experian Business IQ

Dun & Bradstreet

Coface

Intapp Intake

Job description

Perform timely, thorough client credit reviews and risk assessments to support business intake, billing, and collections decisions
Assess the creditworthiness of potential clients and monitor existing clients
Coordinate terms of credit and support recommendations for credit terms, retainers, billing arrangements, and risk mitigation measures
Research prospective and existing clients, including corporate structure, industry risk, litigation or bankruptcy indicators, and payment trends
Prepare and document retainer recommendations and other credit controls
Partner with the Collections team to prepare creditworthiness summaries and identify matters requiring escalation
Collaborate with billing attorneys, leadership, the Credit Manager, and other teams to resolve credit concerns, collections issues, and payment delays
Maintain documentation of credit reviews, recommendations, approvals, and follow-up actions
Monitor changes in client financial condition, payment behavior, ownership, and other risk indicators
Report to the Credit Manager; no direct reports

Requirements

Previous experience in financial analysis, credit analysis, or credit management is highly preferred
Relevant certifications in credit management are a plus
Experience using credit reporting, financial research, and business intelligence tools such as S&P Capital IQ, Experian Business IQ, Dun & Bradstreet, or Coface is a plus
Experience in a law firm, partnership, or professional services environment is preferred
Demonstrated experience performing credit analysis, financial research, risk assessment, or related finance operations work
Ability to interpret financial, credit, and public-record information and translate findings into practical recommendations
Strong analytical, research, and critical-thinking abilities with attention to detail and accuracy
Ability to prioritize and handle multiple tasks in a fast-paced, changing environment
Excellent oral and written communication skills
Advanced MS Excel, Word, and Outlook skills; ability to learn new software tools
Intapp Intake and 3E are preferred but not required
Ability to manage confidential information with professionalism and good judgment
Familiarity with law firm billing, collections, intake, conflicts, or client/matter lifecycle processes is preferred
Bachelor's degree in finance, accounting, business, or a related field
Must be able to move around the office up to 15% of the time and remain stationary at least 85% of the time
Must be able to operate computers and office productivity machines regularly
Occasionally required to move documents or files weighing up to 15 lbs.
Must be able to communicate and exchange information constantly and inspect computer-screen information at least 80% of the time

Core Competencies

Demonstrates expertise in credit analysis, financial research, and risk assessment, with a strong ability to interpret financial data and provide actionable recommendations. Proficient in collaborating with cross-functional teams to address credit concerns and enhance billing processes within a professional services environment.

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