Credit and Collections Analyst

CalPortland; Nevada, Northern (IA, KY); Hybride; USD 52 000 - 76 000; Plein temps

Avantages offerts par ce poste

Health and welfare plans

Life insurance

Disability coverage

Retirement program

Employee assistance program

Voluntary benefits

Résumé du poste

CalPortland is seeking a Credit and Collections Analyst to manage the accounts receivable portfolio, ensure compliance with credit policies, and mitigate risk. The role emphasizes effective communication, data analysis, and collaboration with Sales, Billing, A/R, and Legal teams.

The ideal candidate will have strong Excel skills, experience in financial statement analysis, and a detail-oriented approach. Some travel may be required in a fast-paced construction materials environment.

Qualifications

• Bachelor's degree in Business, Finance or Accounting preferred or years of experience in lieu of degree.
• Strong written and oral communications skills.
• Proficient in MS Office with Excel expertise.
• Solid data mining and analysis capabilities.
• Detail oriented with strong analytical and problem-solving skills.
• Excellent time management and ability to multi-task.
• Team player who works well in cross-functional settings.
• Knowledge of liens and other security instruments.
• Experience analyzing financial statements is a plus.

Responsabilités

• Review and analyze assigned accounts to ensure balances comply with terms.
• Build and maintain relationships with internal and external customers (Sales, Billing, A/R, Legal, etc.).
• Investigate, document, communicate, report and resolve issues affecting payment of invoices.
• Maintain customer setup and account-specific discussions in the system.
• Ensure timely processing of legal documentation (liens and releases) where applicable.
• Participate in meetings with management and customers to discuss risk mitigation and collections.
• Identify opportunities to improve and streamline credit, collections, and A/R processes.
• Prepare and distribute weekly, monthly, annual, and ad hoc reports.
• Assist in development and testing of new technologies to improve efficiency.

Connaissances

Written & verbal communication

Excel

Data mining & analysis

Time management

Attention to detail

Multi-tasking

Team collaboration

Liens & security instruments

Financial statements analysis

Formation

Bachelor's degree in Business, Finance or Accounting

Outils

Microsoft Office

Excel

Description du poste

The Credit and Collections Analyst is responsible for the timely and efficient management, administration, risk mitigation, and collection of CalPortland’s accounts receivable portfolio. The Credit and Collections Analyst will utilize their excellent communication, interpersonal, systems, and analytical skills to ensure compliance with established credit policies and procedures.

At CalPortland, we’re proud to offer a comprehensive, competitive benefits package that provides health and financial support to our most important resources: our employees. Your benefits are an important part of your overall compensation at CalPortland. That’s why we give you a wide range of benefits to choose from. All regular full time employees may enroll in a variety of health and welfare plans including medical, dental and vision plans. Other benefits include life insurance, disability coverage, employee assistance program, and retirement program. The company also has a variety of voluntary benefits for employees to choose from.

Responsibilities

• Review and analyze assigned accounts to ensure outstanding balances are in compliance with terms
• Build and maintain relationships with external and internal (Sales, Billing, A/R, Legal, etc.) customers
• Investigate, document, communicate, report and resolve issues impacting prompt payment of invoices and/or disputed items
• Maintain system related to customer set-up, maintenance, and account-specific discussions
• Ensure processing of legal documentation (liens and releases), where applicable, are performed and documented in a timely manner
• Contribute and participate in meetings with management and/or customers to advise and make recommendations on risk mitigation and/or other issues impacting the timely collection of receivables
• Seek out and communicate opportunities to improve, standardize and streamline the company's credit, collections and A/R processes
• Prepare and distribute weekly, monthly, annual and, as needed, ad hoc reporting
• Participate in the development, testing, and implementation of new technologies to improve efficiency and effectiveness

Education

Bachelor’s degree in Business, Finance or Accounting preferred; will consider years of experience in lieu of degree

Requirements/Qualifications

• Strong written and oral communications skills
• Working knowledge of Microsoft Office with intermediate to advanced Excel skills
• Solid data mining and analysis skills
• Detailed oriented with strong analytical and problem-solving skills
• Excellent time management and organizational skills
• Ability to multi-task and adhere to deadlines
• Results-oriented and strives for continuous improvement
• Ability to work well and collaboratively in a team environment
• Knowledge of liens and other security instruments
• Familiarity with analyzing financial statements
• Occasional Travel

Conditions of Employment

Successful candidate must submit to post-offer pre-employment physical examination, drug/alcohol screen, and background check. Some positions require FMCSA regulated on-going drug and alcohol testing.