Credit Analyst II

1 week ago


Easton, Pennsylvania, United States Follett LLC Full time
Job Description

Follett LLC is seeking a skilled Credit Analyst II to join their team. As a Credit Analyst II, you will play a crucial role in managing the extension of credit to existing and new customers, researching new credit limits, and releasing orders to manufacture once proper credit has been established.

Key Responsibilities:

  • Research and guide the company on allowable credit limits for customers, using third-party research vehicles, customer credit references, and internal history.
  • Collect receivables by verifying information and amounts, identifying insufficient payments and delinquent accounts.
  • Process credit memos to customers, ensuring all proper documentation has been collected and approvals obtained.
  • Process credit card payments within 24 hours of shipment or receipt of card number, ensuring accuracy of adjustments.
  • First point of contact for customers calling in to address account status from a finance standpoint.
  • Proactively collect delinquent customer account balances by reviewing aged trial balance, developing priorities, and taking appropriate action.
  • Prepare month-end reconciliations and analysis (AR reconciliation, intercompany, Bad debt, etc.).
  • Assist the finance department in accomplishing corporate and departmental goals by performing special assignments.

Requirements:

  • Bachelor's degree in finance, accounting, or other business-related field or equivalent work experience.
  • Previous experience in business-to-business credit experience is preferred.
  • Proficient in Microsoft Office (Word, Excel, Outlook) and ERP system use.
  • Outstanding communication and interpersonal skills.
  • Excellent organizational and time management skills.
  • Strong attention to detail.
  • Solid understanding of credit terms, leverage ratios, financial statements, and general accounting terms.

Working Conditions/Physical Requirements:

  • Office environment – temperature controlled.
  • Occasional lifting up to 20 lbs.

Travel Requirements:

  • Minimal travel required – as needed to attend offsite meetings/training.

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