Credit Analyst, Credit Business Analyst

Covetrus; Ohio; Sur place; USD 30 000 - 41 000; Plein temps

Avantages offerts par ce poste

401k savings & company match

Paid time off

Paid holidays

Maternity leave

Parental leave

Military leave

Other leaves of absence

Health, dental, and vision benefits

Health savings accounts

Flexible spending accounts

Life & disability benefits

Identity theft protection

Pet insurance

Short-term incentive plan eligibility

Résumé du poste

Covetrus is seeking a Credit Administration Analyst to support sales operations, coordinate lease and financing activities, and maintain customer master data using Excel and data dashboards. You will interact with the sales team, marketing, regulatory affairs, and eBusiness to ensure compliant, timely leasing and reporting.

The role emphasizes data analysis, process improvements, and cross-functional collaboration to optimize workflows and reporting accuracy.

Qualifications

• Knowledge of basic accounting principles.
• Strong Microsoft Office skills including Excel.
• Familiarity with Power BI or Tableau dashboards and reports.
• SQL knowledge preferred but not required.
• Demonstrated ability to negotiate.
• Ability to prioritize and work independently.
• Excellent verbal and written communication; professional correspondence.
• Extremely organized and detail-oriented.

Responsabilités

• Coordinates and monitors sales involving third party lease companies; communicates with customers, sales team and third party lease agents to ensure process runs smoothly; tracks and produces monthly analysis of leasing activity.
• Represents Credit Administration at meetings with internal partners to develop and improve the lease transaction process; coordinates with Marketing and Sales on changes or new vendors.
• Facilitates communication between sales, customers, collections and financing institutions to ensure documentation is obtained and sales are processed and collected timely.
• Work with analytics team on Power BI and Tableau dashboards and reports.
• Utilize advanced Excel skills (pivot tables, macros, complex formulas) to analyze data, build models and streamline reporting.
• Identify opportunities for basic process improvements within workflows; implement changes to increase efficiency and reduce errors.
• Reviews new applications to establish new accounts or reactivate expired accounts and determines appropriate credit terms.
• Update customer information in the system and coordinate with Regulatory Affairs on regulatory components.
• Provide mentoring for other analysts and support cross-training; handle escalated calls when necessary.
• Coordinate with Account Managers and other departments to ensure customer account compliance with DEA and other regulations.
• Identify short/long term projects to improve efficiencies and reduce costs related to customer master data.
• Act as primary contact for identifiers to maintain accurate sales reporting with vendors and resolve data discrepancies.
• Coordinate ISO account monitoring and monthly activity spreadsheets.
• Performs other duties as assigned.

Connaissances

Accounting principles

Microsoft Office

Excel

Power BI/Tableau

SQL

Negotiation

Prioritization

Communication skills

Organization/detail-oriented

Outils

Power BI

Tableau

Description du poste

Covetrus is a global animal-health technology and services leader dedicated to empowering veterinary practice partners to drive improved health and financial outcomes. We bring together products, services, and technology into a single platform that connects our customers to the solutions and insights they need to work best. Our passion for the well-being of animals and those who care for them drives us to advance the world of veterinary medicine.

Requirements:

Technical Skills

• Knowledge of basic accounting principles
• Strong Microsoft Office skills required, including Microsoft Excel
• Basic understanding of Power BI or Tableau dashboards and reports
• Basic understanding of SQL is preferred but not required
• Demonstrated ability to negotiate
• Ability to prioritize and function independently
• Excellent verbal and written communication skills; including both telephone etiquette and the ability to compose professional and accurate business correspondence efficiently
• Must be extremely organized and detail-oriented

Responsibilities:

• Coordinates and monitors sales involving third party lease companies; communicates with customers, sales team and third party lease agents to ensure process runs smoothly; tracks and produces monthly analysis of leasing activity.
• Represents Credit Administration at meetings and discussions with internal partners to develop and improve the lease transaction process. Works with key Marketing and Sales members to communicate changes or when new vendors are introduced to ensure a streamlined process. Provides periodic updates to Credit Department regarding changes to the lease transaction process.
• Facilitates communication between sales, customers, collections teams and third party loan financing institutions to ensure documentation is obtained and sales are processed and collected within a timely manner.
• Work with analytics team members on Power BI and Tableau dashboards and reports.
• Utilize advanced Excel skills (pivot tables, macros, complex formulas) to analyze data, build models and streamline reporting process.
• Identify opportunities for basic process improvements within workflows, recommending and implementing changes to increase efficiency and reduce errors.
• Processes and reviews new applications in order to establish new accounts or reactivate expired accounts, including the assignment of appropriate credit terms; assists management with determining limits for high dollar accounts.
• Controls, processes and updates customer information on the system, to include updating addresses, names and making determination on regulatory components of customers through direct communication with Regulatory Affairs Department.
• Provides mentoring for other analysts and conducts periodic cross training sessions to ensure sufficient coverage is available for all pertinent functions within the department; handles escalated calls or resolution through guidance of other associates in absence of manager.
• Communicates directly with Account Managers, Customer Engagement Managers, customers, Regulatory Affairs and eBusiness, to ensure customer account compliance with DEA and other state and federal regulatory agencies.
• Works with supervisors and management to identify, develop and process short and long term projects in order to improve efficiencies and reduce costs associated with customer master file concerns.
• Acts as primary contact for AHI and other customer identifiers to ensure accurate sales reporting is maintained with vendors; works to resolve discrepancies involving customer data.
• Coordinates the process of monitoring and completing/closing of ISO accounts; ensures the completion of a monthly spreadsheet detailing ISO activity.
• Performs other duties as assigned.

We offer the following benefits for you to take advantage of while you are here provided you meet the eligibility requirements under each governing program:

• 401k savings & company match
• Paid time off
• Paid holidays
• Maternity leave
• Parental leave
• Military leave
• Other leaves of absence
• Health, dental, and vision benefits
• Health savings accounts
• Flexible spending accounts
• Life & disability benefits
• Identity theft protection
• Pet insurance
• Certain positions may include eligibility for a short-term incentive plan

Salary may vary depending on factors such as confirmed job-related skills, experience, and location. It is not typical for an individual to be hired at or near the top end of the range for their role. Compensation decisions are dependent upon the facts and circumstances of each case.

Sales Positions are eligible for a Variable Incentive.

The pay range for this position is as follows:

• $22-$30

Covetrus is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.