KEY RESPONSIBILITIES:
Credit
• Assess the creditworthiness of current and prospective clients.
• Determine the level of risk involved in lending to each client.
• Calculate financial ratios to assess the financial health of prospective clients.
• Calculate trend and cash flow analysis to evaluate the current financial status and create projections!
• Making decisions to place customers on credit hold and release them based on resolution of the item
• Evaluate a client’s financial statements and credit reports to determine their ability to honor debt obligations.
Collection
• Assisting customers with inquiries
• Acting as a liaison between internal and external customers to troubleshoot and resolve issues that may cause deductions and or delays in payments.
• Reconciling customer account as needed
• Processing adjustments for write-offs for approval upon research
• Research and account reconciliations for portfolio of accounts
• Assisting in acquisition activities related to AR as needed.
• Acting as a liaison between customer and deductions and internal department on dispute resolution
• Forecast cash collection and report to management on AR status.
• Continuous improvement on DSO
Reporting and Others:
• Evaluating customers using accounts receivable information for daily and monthly reports to management
• Assisting in external and SOX audit support as needed
• Prepare bad debt analysis, perform tests for reserve sufficiency,
• 3+ years of credit management experience
• Minimum bachelor’s in accounting required.
• Strong problem-solving ability and analytical skills including root cause analysis.
• Prior experience in collections
• Experience with accounting ERP systems.
• Demonstrate aptitude to effectively handle team and interpersonal situations.
• Working knowledge of Excel and Word programs including basic formulas and functions.
• Strong communication skills both written & verbal.
• Able to work independently and as part of a team.
• Use of common sense, pragmatic thinking and possesses necessary analytical skills for problem solving.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2023 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .
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