Financial Analyst

Pioneer Data; Jacksonville (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services company in Jacksonville, FL is seeking a Collections Analyst to evaluate accounts and manage credit limits. Responsibilities include overseeing past due account evaluations, handling customer inquiries, and achieving metrics on calls. The ideal candidate has at least 1 year of credit accounting experience, a related degree, and proficiency with Excel and SAP. This role requires strong organization, problem-solving skills, and the ability to work in a team-oriented environment.

Qualifications

• Minimum of 1 year in a Credit Accounting environment dealing with external customers.
• Knowledge of standard and specialized collection procedures.
• Ability to work in a global team environment.

Responsibilities

• Evaluate accounts on hold and release held orders.
• Manage credit limits within company guidelines.
• Achieve metrics on past due balances through phone calls.

Skills

Credit Accounting

Customer focus

Time management

Excel proficiency

Organization skills

Education

BS/Associate's Degree in Accounting, Finance or Business

Tools

SAP

MS Word

Outlook

Job description

Job Title: Collections Analyst (Call center)

Pharmaceutical Vision Care, a member of Pharmaceutical's Family of Companies, is recruiting a Financial Analyst located in Jacksonville, FL. Candidates must have Credit AND Collections experience.

Key Responsibilities

• Evaluates accounts on hold, releases held orders and evaluates past due to reduce the risk of bad debt write-offs by contacting customers to secure payment/follow up on overdue balances and resolve issues, and maintain detailed files on all past due accounts
• Manage credit limits within policy and procedure guidelines
• Manage incoming customer inquiries
• Achieve metrics on past due balances while managing 30 inbound and 50 outbound phone calls per day and 50-100 orders released per day
• Recommend bad debt write-offs and accounts for collection
• Evaluate credit risk; approve changes on new account set-ups
• Perform system and process related projects
• Assists customers by researching issues concerning the customer's statements and/or invoices
• Ensure adherence to SOX Internal Controls

Qualifications

• BS/Associate's Degree in Accounting, Finance or Business related major
• Minimum of 1 year in Credit Accounting environment and dealing with external customers
• Proficiency with Excel, MS Word, Outlook, and other desktop applications, SAP experience preferred
• Knowledge of standard and specialized collection procedures
• Excellent time management, multi-tasking and organization skills
• Customer focus and results oriented
• Empowered, persistent, results oriented
• Ability to work in a global team environment