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Credit and Accounts Receivable Analyst
2 months ago
Title:
Credit and Accounts Receivable Analyst
Location:
Any Location/Hybrid/Remote
Job Description:
JOB SUMMARY
Creative Planning (formerly BerganKDV) is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education , charitable planning, and business advisory – using all in-house specialists.
The Credit and Accounts Receivable Analyst will work with our clients to review and determine their customers with delinquent accounts. This person will then coordinate all applicable information between our clients and a third-party collections company to ensure the delinquent account holders are contacted and balances are paid. The Credit and AR Analyst will be responsible for developing, documenting, and improving processes related to credits and accounts receivable.
JOB DUTIES
Review the delinquent status customer accounts, ensuring that all delinquent account holders are contacted through telephone calls, email, or letters via third party.
Provide clients with reports detailing collection and collection related activities.
Coordinate and manage bi-weekly meetings with management team to review account status.
Monitor AR aging to verify all payments have been applied properly.
Respond to customer inquiries regarding outstanding balances or copies of invoices.
Process customer requested lien releases.
Use of third-party software to process liens.
Review all new orders to verify customer is within their credit limits
Verify all credit references and use third party software to run credit reports on prospective new customers.
Develop and document processes related to credits and accounts receivable.
Review current processes for areas of improvement and efficiency.
Cross Train on A/R processing to serve as back up
REQUIRED EXPERIENCE / QUALIFICATIONS
Associate degree or equivalent from a two-year college or technical school
Minimum of three years credit and/or accounts receivable experience
Light collection experience preferred
Prior experience developing and improving processes, helpful
Microsoft Office Suite knowledge (Outlook, Excel, Word, PowerPoint, etc.)
Accounting Software knowledge (MS Great Plains a plus)
Exceptional written and verbal communication skills
Master and navigate difficult conversations
Ability to meet strict deadlines
TECHNICAL SKILLS
MS Office /Windows experience particularly financial modelling and data management in Excel
Strong analytical and problem-solving abilities
An understanding of financial statements
Excellent written and verbal communication skills
Ability to communicate effectively with clients via email and phone
EXPLORE THE WORKPLACE OF THE FUTURE
Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
Creative Planning (formerly BerganKDV) Differentiators:
Growth Potential
Close-Knit Collaborative Team
Mentor Program
Employee Referral Rewards
Comprehensive Benefits Package
Customized Career Path
Open Door Leadership Style
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being.
Creative Planning (formerly BerganKDV)is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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