Financial Ops Specialist (Ar/Credit/Collections)

Position Responsibilities :

• Make Credit Hold decisions throughout the day; take all appropriate actions to obtain payments, release orders on time, and/or to minimize bad debt expense, while maintaining a productive and mutually satisfactory relationship with the Customer.
• Review and monitor assigned accounts and all applicable credit reports.
• Communicates with executive management on large volume, and at risk accounts.
• Investigate and determine the credit worthiness of new and established customers to ensure the integrity of credit decisions and financial information.
• Assist with fielding incoming daily customer credit requests, which is a shared responsibility within the collection department.
• Review and process write off accounts through DocuSign, contact customers on settlements and agency placements along with reporting of accounts.
• Will assist with Bankruptcy documentation, proof of claims and communications.
• Resolves client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner.
• Works closely with project managers, sales teams, collections, billing and cash posting teams.
• Works with Credit and AR Managers, Sr. Director of AR, Credit and Collections for implementing process improvements and polices that contribute to corporate compliance and accurate accounting.
• Will provide written analysis and recommendation.
• Establish and administer sound and constructive credit and collection policies that will protect the financial assets of the company.

Qualifications :

• Strong communication, problem solving and analytical skills required.
• The ideal candidate for this position will have a minimum of 2 years of corporate credit and/or collections and AR experience.
• Ability to prioritize and work in a fast paced, time sensitive environment.
• Knowledge of Cost Point and GETPAID applications is a plus.
• Experience in computer software environment is preferred.
• Self-motivated and detail oriented. Strong understanding of credit review processes, including suspension warning review. Must be able to make effective decisions under pressure.
• Must have attention to detail with an eye for accuracy. Creative, self-disciplined and capable of identifying and completing critical tasks independently and with a sense of urgency.
• Undergraduate degree in Finance, Business or Accounting preferred but not required.
• Excellent interpersonal, communication, analytical, written and time management skills.
• Knowledge of credit review, Dunn & Bradstreet scoring, establishing credit limits, risk assessment required.
• Proficiency in Microsoft Office including Excel, and Word.
• Ability to work independently and to adapt to a fast changing environment.