Credit Analyst

3 weeks ago


South Windsor, United States Robert Half Full time
Job DescriptionJob Description

We are searching for a meticulous Credit Analyst to join our team in South Windsor, Connecticut. In this role, you will be tasked with assessing the financial status of potential customers, maintaining accurate records of credit activities, and providing training on credit policies and procedures. This role offers a short term contract employment opportunity.


Responsibilities:


• Investigate and verify the financial status and reputation of prospective customers applying for credit.

• Maintain accurate records of customer credit activities and update them as needed.

• Handle special credit arrangements and deviations from standard terms of payment.

• Coordinate with other personnel and credit card companies to exchange information and update controls.

• Provide training for new employees on company credit policies and procedures.

• Draft invoices, Master Sales Agreements, Sales Order Acknowledgments, and Promissory Notes.

• Respond to customer and sales inquiries and review credit applications.

• Assign tasks to subordinate employees as necessary.

• Evaluate financial information for the review of credit limitations and terms of contracts.

• Assist in the development of credit policies.

• Proficiency in Accounting Software Systems is required
• Familiarity with ADP - Financial Services is essential
• Must have experience in using CRM
• Knowledge in ERP - Enterprise Resource Planning is needed
• Capability in handling Accounts Receivable (AR)
• Expertise in Cash Flow Analysis is necessary
• Understanding of Collection Processes is required
• Experience in Credit is essential
• Ability to handle Credit Application processes is needed

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