Credit Analyst

Saigepartners; San Jose, Northern (CA, KY); On-site; USD 39,000 - 43,000; Full time

Job summary

Saige Partners seeks a Credit Analyst to manage accounts receivable, credit risk and related duties in San Jose, CA. The role reports to the Credit/AR manager and requires 2+ years in a similar role with a Bachelor’s in Business/Accounting. This is a W2 contract position based in onsite office in San Jose.

Compensation is $28-$31 per hour. The candidate will handle AR aging, credit memos, and credit refunds, while generating periodic cash forecast and aging reports for management.

Qualifications

• 2+ years experience in a similar role with Accounts Receivable, credit risk management.
• Bachelor's Degree in Business/Accounting.
• W2 contract position; not eligible for C2C or W2 referrals.

Responsibilities

• Reconcile, research and resolve credit/billing discrepancies on customer AR accounts.
• Post wires, perform adjustments and/or process credit refunds for assigned accounts.
• Perform account reconciliation.
• Investigate and resolve irregularities or customer inquiries.
• Review sales forecast and payment history to simulate credit limits for sales support.
• Review and approve credit memos and RMA requests.
• Produce weekly, monthly and quarterly reports (cash forecast, aging) to manager.

Skills

Quick learner

Detail oriented

Team player

Multi-tasking

Articulate communicator

Under pressure

Education

Bachelor's degree in Business/Accounting

Job description

We strive to be Your Future, Your Solution to accelerate your career!

Position: Credit Analyst (San Jose, CA)

Job Overview: Job Description:

The Ideal candidate will have experience with Accounts Receivable, credit risk management, review AR aging, and must be comfortable following up on past due invoices. The Credit Analyst must be tech and systems savvy with excellent communication skills and be willing to learn and grow in the role. The Credit Analyst will report to the Credit / AR manager and work closely with sales team. The ideal candidate would have 2+ years experience in a similar role with a Bachelor's Degree in Business/Accounting. This is a W2 contract position and is not eligible for C2C or W2 referral candidates.

Key Responsibilities:

• Reconcile, research and resolve credit/billing discrepancies on customer's A/R accounts
• Posting wire, perform adjustments and/or process credit refund for assigned accounts
• Perform account reconciliation
• Investigate and resolve any irregularities or customer inquiries
• Request/or review sales forecast and payment history to simulate credit limit required to support sales
• Review and approve credit memos and RMA requests ?
• Produce weekly, monthly and quarter reports (cash forecast, aging, etc.) to manager as required
• Perform other duties/projects

Preferred qualification:

• Quick learner, detail oriented, team player with ability to define problems, collect data and draw conclusions.
• Ability to multi-task, prioritize and complete all tasks on time
• Ability to work independently Excellent customer support
• Ability to communicate articulately and efficiently
• Ability to work under pressure and multi-task to meet aggressive time schedule ?
• Work cross-departmentally to ensure the success of the organization

Learn more about Saige Partners on Facebook or LinkedIn.

Hours you will be work: Monday through Friday, onsite in San Jose, CA; 8 am - 5 pm PST

Compensation: $28-$31 per hour

Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed.

We are in the business of helping professionals Build Careers, Not Jobs.

Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture, which is why we offer a benefit package and convenient weekly payment solutions that helps our employees stay healthy and maintain a positive work/life balance.