Credit and Collection Analyst

Convergint; Utah; On-site; USD 45,000 - 75,000; Full time

Job summary

Join a forward-thinking company as a Credit and Collection Analyst, where your passion for service and integrity will thrive. In this full-time role, you will engage in vital tasks such as entering invoices, following up on payments, and maintaining customer relationships. You will be part of a dynamic team that values growth and accountability, providing you with opportunities to develop your skills in a supportive environment. With a strong emphasis on inclusion and a culture that promotes personal and professional development, this position is perfect for those looking to make a meaningful impact while advancing their career in finance and accounting.

Benefits

Company Holidays and Paid Time Off

Fun & Laughter Day Off

Medical, Dental & Vision Plan

Life insurance & Disability Plan

Wellness Program

401K Matching Plan

Colleague Assistance Program

Tuition reimbursement

Competitive salary and compensation plan

Vehicle reimbursement plan

Qualifications

• 3+ years of experience in billing, bookkeeping, or financial roles.
• Proficiency in Microsoft Excel and financial software.

Responsibilities

• Enter service invoices in customer portals and follow up on payments.
• Assist with accounting/bookkeeping duties and provide updates to the billing team.

Skills

Microsoft Excel

Interpersonal Skills

Financial Analytical Skills

Accounts Receivable Knowledge

Planning and Organizational Skills

Customer Service Orientation

Adaptability

Education

High School/GED or equivalent experience

Tools

Financial Software

Job description

Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Credit and Collection Analyst. In this role, you will be responsible for entering service invoices in customer portals, submitting invoices to customers, following up on requests for payment via email or phone, tracking invoice progress, building and maintaining customer relationships, and assisting with other accounts receivable tasks as needed. Responsibilities also include assisting with accounting/bookkeeping duties. May provide direction and coaching to other colleagues. As a Credit and Collection Analyst, you are a part of a dynamic team that allows you to grow as Convergint grows.

Who You Are

You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces inclusion and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Credit and Collections Analyst.

What you’ll do with “Our Training and Your Experience”

• Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers.
• Entering invoices in customer portals.
• Following up on payments due via email or phone.
• Maintaining detailed spreadsheet of invoice progress, aging, and customer updates.
• Provide updates to billing team regarding customer invoice requirements to ensure timely payment of invoices.
• Reviews invoices for accuracy and correct GL codes/PO requirements.
• Assists manager in creating monthly revenue and gross margin forecast. Monitors and tracks against forecast.
• Runs month end financial reports and works with manager to achieve planned financial results.
• Performs other duties and responsibilities as requested or required.

What You’ll Need

• Proficiency in Microsoft Excel.
• Excellent interpersonal and verbal communications skills and ability to deal with a wide cross section of people both internal and external to the business.
• Solid financial analytical skills including cost control and ability to interpret financial reports.
• Solid accounts receivable knowledge.
• Solid team orientation.
• Strong proficiency in financial software including ability to track invoices, run reports, data entry, etc.
• Background in finance and accounting.
• Strong planning and organizational skills.
• Excellent written and verbal communication skills.
• Very adaptable – responds effectively to changes in situation or information; ability to influence others and build consensus using good written and verbal communication skills.
• Customer service oriented.

Company Benefits and Perks

Convergint fosters a supportive, accessible, and inclusive environment in which individuals of different backgrounds and identities are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits to all of our colleagues:

• Company Holidays and Paid Time Off
• Fun & Laughter Day Off
• Medical, Dental & Vision Plan
• Life insurance & Disability Plan
• Wellness Program
• 401K Matching Plan
• Colleague Assistance Program
• Tuition reimbursement
• Competitive salary and compensation plan
• Vehicle reimbursement plan
• Corporate Social Responsibility Day
• And much more…

Requirements:

Education: High School/GED or equivalent experience

Minimum Experience: 3 years billing, bookkeeping, and/or financial

Convergint is committed to a culture of Inclusion and Diversity and is an Equal Opportunity Employer.