Credit Operations & Analytics Specialist

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 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