Credit and Collection Analyst

Convergint Technologies; West Valley City (UT); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking organization as a Credit and Collection Analyst, where you will play a vital role in managing invoices and enhancing customer relationships. This dynamic position offers the opportunity to work within a supportive team, ensuring timely payments and providing exceptional service to clients. With a commitment to growth and inclusivity, this company fosters an environment where you can thrive both professionally and personally. If you're passionate about finance and customer service, this role is perfect for you, offering a chance to contribute to the company's success while advancing your career in a positive culture.

Benefits

Company Holidays and Paid Time Off

Fun & Laughter Day Off

Life insurance & Disability Plan

Wellness Program

401K Matching Plan

Colleague Assistance Program

Competitive salary and compensation plan

Vehicle reimbursement plan

Corporate Social Responsibility Day

Qualifications

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

Responsibilities

• Entering invoices in customer portals and following up on payments.
• Maintaining detailed spreadsheets of invoice progress and updates.
• Assisting with monthly revenue forecasts and financial reports.

Skills

Microsoft Excel

Interpersonal Skills

Financial Analytical Skills

Accounts Receivable Knowledge

Communication Skills

Planning and Organizational Skills

Customer Service Orientation

Education

High School/GED

Tools

Financial Software

Job description

UT West Valley City Office
2211 W. 2300 S.
West Valley City, UT 84119, USA

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”

• Entering invoices in customer portals.
• Following up on payments due via email or phone.
• Maintaining a detailed spreadsheet of invoice progress, aging, and customer updates.
• Provide updates to the 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.
• Solid financial analytical skills including cost control and ability to interpret financial reports.
• Solid accounts receivable knowledge.
• Strong proficiency in financial software.
• Background in finance and accounting.
• Strong planning and organizational skills.
• Excellent written and verbal communication skills.
• Very adaptable to changes in situation or information.
• Customer service-oriented.

Company Benefits and Perks

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

• Company Holidays and Paid Time Off
• Fun & Laughter Day Off
• Life insurance & Disability Plan
• Wellness Program
• 401K Matching Plan
• Colleague Assistance Program
• 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.