Hybrid Credit Analyst: Data-Driven Risk & Analysis

Paychex; Beachwood (OH); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical coverage

401(k) + employer match

Tuition reimbursement

Job summary

Paychex is seeking a finance-focused professional to monitor client portfolios and assess credit risk for Advance Partners, a Paychex-backed firm. The role involves analyzing portfolio health, aging AR, and delivering accurate reporting while maintaining professional relations with clients.

Training occurs in local offices with a hybrid schedule (3 days in office, 2 days remote). The position requires a Bachelor's in Finance or related field, strong analytical skills, and customer-focused

Qualifications

• Bachelor's Degree in Finance preferred.
• Ability to analyze data and understand business significance; detail oriented, customer focused, proactive and able to work under pressure.
• Customer service and teamwork are preferred.
• Analytical and accounting competencies are preferred.

Responsibilities

• Analyze client position and its ability to handle current obligation for Advance.
• Research accounts receivable information for aging and concentration.
• Review transactional information for anomalies affecting Advance's position.
• Identify risk factors and communicate to appropriate teams.
• Prepare and present accurate reports regarding client base.
• Maintain timely, organized completion of tasks.

Skills

Analytical skills

Accounts receivable

Credit risk

Customer service

Teamwork

Detail oriented

Sales

Education

Bachelor's degree in Finance

Finance or accounting coursework

Job description

Paychex is seeking a finance-focused professional to monitor client portfolios and assess credit risk for Advance Partners, a Paychex-backed firm. The role involves analyzing portfolio health, aging AR, and delivering accurate reporting while maintaining professional relations with clients.

Training occurs in local offices with a hybrid schedule (3 days in office, 2 days remote). The position requires a Bachelor's in Finance or related field, strong analytical skills, and customer-focused