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Saige PartnersPosted 1 week ago

Credit Analyst

$58,240–$64,480 year

On-siteSan Jose, California, United States

Contract

Job Summary

Reconcile, research, and resolve credit and billing discrepancies on customer accounts while posting wires, processing adjustments, and handling credit refunds. Investigate irregularities, review sales forecasts and payment history to simulate credit limits, and approve credit memos and RMA requests. Produce weekly, monthly, and quarterly reports including cash forecasts and aging data for management review. Perform account reconciliation and follow up on past due invoices as required. This role reports to the Credit/AR manager and works closely with the sales team. Candidates must be tech and systems savvy with strong communication skills, willing to learn and grow within the organization.

Required Qualifications

  • experience with Accounts Receivable
  • credit risk management
  • review AR aging
  • comfortable following up on past due invoices
  • tech and systems savvy
  • excellent communication skills
  • willing to learn and grow in the role
  • 2+ years experience in a similar role
  • Bachelor's Degree in Business/Accounting
  • Monday through Friday, onsite in San Jose, CA
  • 8 am - 5 pm PST

Desired Qualifications

  • Quick learner
  • detail oriented
  • team player with ability to define problems, collect data and draw conclusions
  • Ability to multi-task, prioritize and complete all tasks on time
  • Ability to work independently
  • Excellent customer support
  • Ability to communicate articulately and efficiently
  • Ability to work under pressure and multi-task to meet aggressive time schedule
  • Work cross-departmentally to ensure the success of the organization

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