Finance Analyst

The Juris Agency; Overland Park, Northern (KS, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Retirement Plan

Parental Leave

Job summary

The Juris Agency is seeking a Credit Analyst to evaluate creditworthiness and determine appropriate terms for customers in a fast-paced environment. You will review applications, financial data, and reports, partnering with sales and management on higher-risk decisions to protect profitability.

You will monitor KPIs like DSO, aging, and credit utilization, maintaining detailed documentation and preparing recurring reports that highlight risks and opportunities for leadership decisions.

Qualifications

• Bachelor's degree in business, finance or accounting is required.
• Strong analytical and financial analysis abilities.
• Ability to interpret financial statements and reports.

Responsibilities

• Evaluate new and existing customers to determine creditworthiness and appropriate credit terms.
• Review credit applications, financial statements, payment history, credit reports, trade references, and other relevant information.
• Partner with sales and management on higher-risk accounts and significant credit decisions.
• Monitor accounts receivable aging, past-due balances, DSO, credit utilization, and other credit-related KPIs.
• Maintain accurate documentation supporting credit decisions and account reviews.
• Prepare recurring financial and management reports to identify trends, risks, and opportunities.
• Track actual financial performance against budgets, forecasts, and prior periods.
• Assist leadership with evaluating investments, pricing decisions, customer profitability, and other business opportunities.
• Partner with management to evaluate business performance and identify opportunities to improve profitability and efficiency.
• Identify areas where costs can be reduced or processes improved without negatively affecting operations.

Job description

Job Description

Evaluate new and existing customers to determine creditworthiness and appropriate credit terms.

Review credit applications, financial statements, payment history, credit reports, trade references, and other relevant information.

Partner with sales and management on higher-risk accounts and significant credit decisions.

Monitor accounts receivable aging, past-due balances, DSO, credit utilization, and other credit-related KPIs.

Maintain accurate documentation supporting credit decisions and account reviews.

Analyze financial statements, including income statements, balance sheets, and cash flow statements.

Prepare recurring financial and management reports to identify trends, risks, and opportunities.

Track actual financial performance against budgets, forecasts, and prior periods.

Assist leadership with evaluating investments, pricing decisions, customer profitability, and other business opportunities.

Partner with management to evaluate business performance and identify opportunities to improve profitability and efficiency.

Identify areas where costs can be reduced or processes improved without negatively affecting operations.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities
• Retirement Plan
• Parental Leave

Responsibilities

Evaluate new and existing customers to determine creditworthiness and appropriate credit terms.

Review credit applications, financial statements, payment history, credit reports, trade references, and other relevant information.

Partner with sales and management on higher-risk accounts and significant credit decisions.

Monitor accounts receivable aging, past-due balances, DSO, credit utilization, and other credit-related KPIs.

Maintain accurate documentation supporting credit decisions and account reviews.

Analyze financial statements, including income statements, balance sheets, and cash flow statements.

Prepare recurring financial and management reports to identify trends, risks, and opportunities.

Track actual financial performance against budgets, forecasts, and prior periods.

Assist leadership with evaluating investments, pricing decisions, customer profitability, and other business opportunities.

Partner with management to evaluate business performance and identify opportunities to improve profitability and efficiency.

Identify areas where costs can be reduced or processes improved without negatively affecting operations.

Requirements

Bachelors degree in business, finance or accounting.

Ability to create processes and conceptualize.

Freight experience strongly preferred.