Credit Operations Analyst

Covetrus; Columbus (OH); Vor Ort; USD 30.000 - 41.000; Vollzeit

Benefits dieser Stelle

401k savings & company match

Paid time off

Paid holidays

Maternity & parental leave

Health, dental, and vision benefits

Health savings accounts

Zusammenfassung

Covetrus is seeking an on-site Credit Administration Analyst in Columbus, OH. The role focuses on coordinating lease-related sales activity, maintaining critical customer data, and supporting reporting efforts.

You will collaborate with Sales, Marketing, and Regulatory teams to optimize processes, build dashboards in Power BI/Tableau, and leverage advanced Excel techniques for data analysis and reporting. Strong communication and organizational skills are essential.

Qualifikationen

• Knowledge of basic accounting principles required.
• Excel proficiency required; Power BI/Tableau dashboards experience preferred.
• SQL knowledge is a plus but not required.
• Strong negotiation and independent work capability.
• Excellent verbal and written communication; detail-oriented and highly organized.

Aufgaben

• Coordinate and monitor sales involving third-party lease companies and produce monthly leasing activity analyses.
• Represent Credit Administration in meetings to improve lease transaction processes.
• Collaborate with Marketing and Sales to streamline vendor onboarding and changes.
• Provide updates to Credit Department on changes to processes.
• Facilitate communication between sales, customers, and financing institutions to ensure timely documentation and processing.
• Assist with Power BI and Tableau dashboards and reporting; utilize advanced Excel features to analyze data and build models.
• Identify and implement basic process improvements to increase efficiency and reduce errors.
• Process applications to establish or reactivate accounts with appropriate credit terms; help set limits for high-dollar accounts.
• Update customer information and ensure regulatory compliance with DEA and other agencies.
• Mentor analysts and conduct cross-training; handle escalations in absence of manager.
• Coordinate ISO account monitoring and monthly activity spreadsheets.
• Other duties as assigned.

Kenntnisse

Accounting basics

Excel

Power BI/Tableau dashboards

SQL (preferred)

Negotiation

Independence

Communication skills

Organizational skills

Tools

Excel

Power BI

Tableau

Jobbeschreibung

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.

Benefits

• 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.