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Credit and Collections Analyst

Finance | Redwood City, CA | Full Time

Job Description

Credit & Collections Analyst

  • Monitor accounts receivables for aged balances and make customer collection calls as neededto slow-pay or delinquent accounts.   Work with collection agency as needed. 
  • Provide customer service regarding collection issues and disputed amounts by resolving client discrepancies/short payments in a timely manner.
  • Responsible for monitoring & maintaining cash flow/credit exposure by customer calls, account adjustments, small balance write-offs, customer reconciliations and refunds on researched overpayments.
  • Perform other assigned tasks necessary to support Credit & Collections effort including: cash application, credit-checks, statements & credit-limit reviews.
  • Must communicate and follow-up effectively with both internal and external customers on a timely basis.
  • Collection of credit data including but not limited to D&B reports and checking trade/media references
  • Calls customers, researches billing issues, pulls invoices, and emails/faxes to customer
  • Explains bills to customers, answers queries, and researches payment discrepancies.
  • Works closely with billing department to resolve billing issues
  • Preparing cash deposits & cash control sheet daily and monthly.
  • Handles refunds after full research, verification and reconciliation
  • Participates in team planning meetings; including monthly/weekly cash forecasting as well as aging reviews
  • Assist with billings customer during month end close
  • Meet defined departmental goals and metrics
  • Other duties as assigned

Job Requirements

  • Bachelors degree in Accounting/ Finance
  • Minimum of three (3) Years credit and collections experience, on-line media related experience required.
  • Excellent communication stills- written and verbal.
  • Able to work flexible hours to meet business needs
  • Strong attention to detail, organized, ability to negotiate, and ability to multi-task with limited supervision
  • Good Excel skills
  • Experience with Great Plains software: collection module preferred
  • Strong team player who creates synergy within the group and is able to thrive under pressure in order to meet deadlines.   
  • Must be committed to excellent customer-service.

Well versed in credit/collection law and best practices