Credit & Collection Analyst

Flow Control Group; Charlotte, Northern (NC, KY); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Flow Control Group is seeking a detail-oriented AR/collections specialist to manage a portfolio of customer accounts in a fast-paced environment. You will perform collections activities to reduce delinquency and secure timely payments, with ongoing documentation in Prophet 21 (P21) and cross-functional collaboration.

The role requires 3–5 years of B2B collections or AR experience, strong communication, and Excel proficiency.

Qualifications

• 3–5 years of B2B collections or accounts receivable experience.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Excel and Microsoft Office applications.
• Experience with Prophet 21 (P21) or similar ERP systems preferred.

Responsibilities

• Manage an assigned portfolio of customer accounts and perform collection activities to reduce delinquency.
• Proactively contact customers via phone and email to secure payment and resolve outstanding balances.
• Investigate past due invoices, payment delays, disputes, deductions, and short payments.
• Maintain accurate documentation of customer interactions and collection activities within Prophet 21 (P21).
• Follow established escalation procedures for delinquent accounts, payment defaults, and disputed invoices.
• Review customer payment history and assist with credit risk assessments and credit hold decisions.
• Collaborate with Sales, Customer Service, Billing, Cash Application, and Portal Billing teams to resolve issues impacting payment.
• Support departmental initiatives focused on reducing DSO and improving aging performance.
• Build and maintain professional customer relationships while delivering exceptional service.
• Participate in portfolio reviews, reporting, and process improvement initiatives.

Skills

Analytical skills

Communication skills

Excel proficiency

P21 / ERP familiarity

Multitasking

Education

Bachelor’s degree preferred

Tools

Prophet 21 (P21)

Job description

Key Responsibilities:

• Manage an assigned portfolio of customer accounts and perform collection activities to reduce delinquency.
• Proactively contact customers via phone and email to secure payment and resolve outstanding balances.
• Investigate past due invoices, payment delays, disputes, deductions, and short payments.
• Maintain accurate documentation of customer interactions and collection activities within Prophet 21 (P21).
• Follow established escalation procedures for delinquent accounts, payment defaults, and disputed invoices.
• Review customer payment history and assist with credit risk assessments and credit hold decisions.
• Collaborate with Sales, Customer Service, Billing, Cash Application, and Portal Billing teams to resolve issues impacting payment.
• Support departmental initiatives focused on reducing DSO and improving aging performance.
• Build and maintain professional customer relationships while delivering exceptional service.
• Participate in portfolio reviews, reporting, and process improvement initiatives.

Qualifications:

• 3–5 years of B2B collections or accounts receivable experience.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Excel and Microsoft Office applications.
• Experience with Prophet 21 (P21) or similar ERP systems preferred.
• Ability to manage multiple priorities in a fast-paced environment.

Performance Expectations:

Success in this role is measured by:

• Cash collections performance
• Reduction of aged receivables
• Portfolio coverage and customer outreach activity
• Timely dispute resolution
• Quality and accuracy of account documentation
• Compliance with departmental policies and procedures