Remote B2B Credit Analyst — Invoice to Cash

Eastridge Workforce Solutions; San Francisco (CA); Hybrid; USD 236,396,000 - 336,685,000; Part time

Job summary

Eastridge Workforce Solutions is seeking a Credit Analyst, Invoice to Cash to support client teams in a mostly remote role with occasional in-office visits in San Francisco, CA. The position focuses on creditworthiness reviews, risk mitigation, and collaboration across Finance, Sales, and Audit functions.

The role requires extensive experience in commercial credit (6+ years), strong analytical skills, and proficiency in Excel and Salesforce.

Qualifications

• Experience performing B2B credit reviews and making credit recommendations under a written credit policy
• Ability to read and interpret financial statements and third-party credit reports
• Experience documenting credit decisions to a standard relied on by auditors
• Working knowledge of ASC 606 collectibility requirements
• Strong written communication skills for decisions delivered outside of Finance
• Proficiency in Excel or Google Sheets for exposure analysis and reporting
• 6+ years of experience in commercial credit or related accounts receivable (preferred)
• Proficiency in Salesforce; Stripe or Tesorio a plus
• Experience with an order hold/release process and partnering with Sales on credit decisions (preferred)
• Experience with credit data providers (Dun & Bradstreet, Moody's, Experian) (preferred)
• Basic SQL skills a plus

Responsibilities

• Perform creditworthiness reviews for new and existing customers, recommending credit limits and terms
• Review prospective customers and orders for fraud indicators and escalate or decline per procedure
• Review order release requests for past-due balances balancing risk and revenue
• Document credit decisions to support audit and ASC 606 requirements
• Monitor payment behavior and risks, raising concerns proactively
• Track and report credit review volume, turnaround time, and exposure
• Recommend enhancements to credit policies, procedures, and tooling, including automation opportunities
• Support audits and SOX testing related to credit
• Share credit risk insights with Collections, Sales, and Deal Desk teams

Skills

Credit analysis

B2B credit reviews

Excel/Sheets

Written communication

Tools

Salesforce

Stripe

Tesorio

SQL

Dun & Bradstreet

Moody's

Experian

Job description

Eastridge Workforce Solutions is seeking a Credit Analyst, Invoice to Cash to support client teams in a mostly remote role with occasional in-office visits in San Francisco, CA. The position focuses on creditworthiness reviews, risk mitigation, and collaboration across Finance, Sales, and Audit functions.

The role requires extensive experience in commercial credit (6+ years), strong analytical skills, and proficiency in Excel and Salesforce.