Credit Operations Analyst

Covetrus; Cleveland (OH); On-site; USD 30,307 - 41,328; Full time

Benefits offered by this job

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

Job summary

Covetrus is seeking a meticulous Credit Administration Analyst to support leasing operations and customer-master data in a fast-paced environment. You will partner with Sales, Marketing and Regulatory teams, using Excel, Power BI and Tableau to analyze data, build models and streamline reporting while ensuring compliance with DEA and other regulations.

The role requires strong communication, independence, and exceptional organizational skills to deliver accurate, timely results and drive process

Qualifications

• Knowledge of basic accounting principles.
• Strong Microsoft Excel skills.
• Basic understanding of Power BI or Tableau dashboards.
• Basic understanding of SQL is preferred.
• Demonstrated ability to negotiate.
• Ability to prioritize and function independently.
• Excellent verbal and written communication skills; including both telephone etiquette and professional correspondence.
• Must be extremely organized and detail-oriented.

Responsibilities

• Coordinate and monitor 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 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 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.

Skills

Accounting basics

Microsoft Excel

Power BI or Tableau

SQL (basic)

Negotiation

Independence

Communication

Detail-oriented

Tools

Power BI

Tableau

Job description

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:

• 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.