Credit & Collection Analyst Resume Sample
Odie Koch
9978 Daugherty Forge,
Chicago,
IL
+1 (555) 342 5119
Work Experience
Senior Credit & Collection Analyst
04/2017
-
PRESENT
Phoenix, AZ
- Caring with people
- Credit and Collection Analyst plays a key role to build the communication bridge between the Enterprise Operations in Bogotá, Mexico’s sales team and customers
- The function is a key support player to provide clarity and understanding related commercial agreements raised in Sales Control area to ensure a proper commercial charges management
- To be a key contact between customers, Mexico’s sales team and the Enterprise Operations in Bogotá to facilitate decision making
- Drive continues improvement in Credit and Collection management, controls, and processes
- Relevant Accounts Receivable/Credit & Collections experience, preferably in SAAS companies
- Self-motivated and strong problem solving skills
- Passionate on fully resolving customer issues
- Excellent written and verbal communication skills – ability to compose effective and accurate correspondence cross-functionally with various internal stakeholders and external customers
Credit & Collection Analyst
06/2013
-
03/2017
Detroit, MI
- Proficiency in Outlook and Excel, required
- Drive customer satisfaction and financial results as they relate to DSO and revenue
- Support Business Units with a substantial number of large accounts and act as a support to managing FGA accounts by providing regional input to the Global Collector
- End to End/Non Complex Aged Debt
- This work contributes to the efficiency of weekly/monthly operations of the unit. Performs work within established procedures, involving routine situations
- Contact assigned accounts regularly by telephone, email and fax to collect past due payments and identify credit risk issues, minimizing risk of loss to Arthrex and its distributors
- Contact assigned distributors as necessary to facilitate client payments and communicate credit risk issues, establishing cooperative working relationships and ensuring timely and accurate follow up
- Respond to incoming client calls and resolve associated inquiries and disputes
- Prepare client reconciliations
Credit Collection Analyst
03/2006
-
03/2013
Dallas, TX
- Process price discrepancy notifications
- Support the company’s SOX compliance initiatives
- Credit management and risk mitigation leveraging financial instruments eg credit insurance. LC’s etc,
- Reviews and maintains current credit files with credit limits and makes credit limit decisions based on the customer’s credit worthiness using trade and bank references, credit agency reports and customer financial statements when available
- Reviews and maintains current credit files with credit limits over $1 million and makes credit limit decisions based on the customer’s credit worthiness using trade and bank references, credit agency reports and customer financial statements when available
- Work on special projects for management as required
- Review customer’s AR, hold/release orders based on status of the account
- Work closely with sales in managing customer’s accounts
Education
Strayer University - Manassas Campus
2002 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Excellent communication skills. Skilled at establishing positive relationships with our customers, both internal and external
- Excellent Strong administrative and analytical problemsolving skills
- Strong analysis skill, like data collections, excel skill, PPT skill, etc
- Excellent written and verbal communication skills, positive attitude, and a strong sense of urgency
- Excellent listening and problem-solving skills
- Proven ability to work in a team environment with good analytical and problem solving skills around accounting analytics and processes
- Natural curiosity and strong problem solving skills
How to write Credit & Collection Analyst Resume
Credit & Collection Analyst role is responsible for analytical, english, excel, database, retail, finance, credit, securities, training, security.
To write great resume for credit & collection analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Credit & Collection Analyst Resume
The section contact information is important in your credit & collection analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Credit & Collection Analyst Resume
The section work experience is an essential part of your credit & collection analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous credit & collection analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular credit & collection analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Credit & Collection Analyst resume experience can include:
- Perform collection activity by reviewing customer payment history, outstanding invoices and initiating contact with customers to obtain payment or resolve issues driving non-payment
- Resolve customer account issues that drive past dues by determining appropriate internal Advent partner and facilitating solutions that clear past dues and prevent reoccurrence
- Strong organizational skills with the ability to prioritize and manage multiple tasks
- Strong computer skills in Oracle, Word, Excel and Outlook
- Solid mathematical ability and analytical skills
- Excellent English and (preferably) one other European language verbal & written communication skills
Education on a Credit & Collection Analyst Resume
Make sure to make education a priority on your credit & collection analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your credit & collection analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Credit & Collection Analyst Resume
When listing skills on your credit & collection analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical credit & collection analyst skills:
- Good communication and client oriented problem-solving skills
- Strong analytical, problem solving and reconciliation skills and ability to work completely independent on assigned projects
- Excellent written and oral communication skills, high energy, action-oriented
- Strong interpersonal communication skills as well as the ability to communicate with a range of audiences and personalities
- Excellent Written and spoken English Skills (Essential requirement)
- Leadership, detail-oriented and good organizational skills
List of Typical Experience For a Credit & Collection Analyst Resume
1
Experience For Credit / Collection Analyst Resume
- Excellent verbal and written communication skills in English and any other European language (German) is an advantage
- Excellent verbal and written communication skills in English and any other European language (Dutch) is an advantage
- Assertiveness, consultative, facilitation and meetings management, negotiation and problem solving skills
- Proven experience in operation credit control
- Interpersonal skills with particular focus on customer relationships
- Advanced Excel, Word & analytical skills
- Experience in credit and collection function
- Strong law knowledge of contract
2
Experience For Credit Collection Analyst Resume
- Previous experience of Oracle/ other on-line Receivables system
- Communicate and collaborate with customers and employees in a professional, effective manner
- Knowledge of good credit and collection policies
- Strong customer service orientation
- Experience as Credit and collection analyst
- Experience in customer financial analysis: Balance Sheet review, Income statement, Cash-flow statement
- Handle multiple tasks, set priorities and meet deadlines
- Experience in credit and collection
- Previous credit control/cash collection experience or similar
3
Experience For Senior Credit & Collection Analyst Resume
- Experience in shared service centers or a similar service provider
- Relevant experience in industry
- Creating, changing, and maintaining customer data in Global Credit Control Database (CCDB), on a daily basis
- Taking independent decisions in line with the authorization level in the areas of setting credit limits (< €75 K) and releasing orders
- Gathering information obtaining financial/balance and payment information of customers
- Analyzing and evaluating regional, industry and sector trends
- Assisting commercial organization in negotiating with customers
- Performing analysis of financial statements to assess the credit risk and viability of potential and existing clients
- Reviewing past due accounts and initiating service shut-offs and reinstatement actions where appropriate
4
Experience For Credit & Collection Analyst Senior Resume
- Performing accounts receivable collection activities and taking appropriate action through letters, emails, and phone calls
- Analyzing retained sales orders in order to evaluate its release according with the terms of credit
- Ensuring timely and correct routing of customer information/requests which require further investigation to the appropriate internal business partners
- Releasing customer orders based upon credit worthiness & existing AR status
- Training of employees on new and old processes in the department for all companies
- Setting up new accounts in SAP
5
Experience For Credit & Collection Analyst, CR Resume
- Recommending credit limits and payment terms for customers
- Reviewing of customer’s credit limits, regularly
- Reporting customer’s credit limits and risks regularly
- Establishing customer credit limits
- Monitoring credit queues in AdBase
6
Experience For Credit & Collection Analyst Resume
- Negotiating customer settlement and payment plans
- Recommending accounts receivable for bad debt write-offs and placement for third party collection agencies
- Managing relationship with outside collections agency
- Keeping contact with internal / external stakeholders in order to reach yearly goals / targets
- Communicating with internal and external customers to ensure timely collection of invoice payments
- Providing reports to Business Management on customer portfolio
- Willing to active participate and initiate projects related to continues improvement of new/existing processes
- Suggesting payment schemes
- Working independently and cross-functionally with all levels of management
7
Experience For Credit / Collection Analyst Resume
- Understanding of compliance, security awareness, and service delivery
- Managing daily debit deductions from our distributor accounts
- Proactively monitoring the customer’s risk. Recognizes deteriorating credit situations recommending and implementing solutions
- Analyze credit and financial reports to determine risk for extending credit while minimizing bad debt risk and maximizing accounts receivable collections
- Analyze customer financial condition and assist in recommending and extending credit to customers according to established Credit Policy and Procedures
- Assist management in performing, facilitating, and reviewing day to day credit and collections activity within the center and the 3rd party provider
8
Experience For Credit Collection Analyst Resume
- Daily reviewing and releasing blocked sales orders, if necessary after obtaining BU approval, and advise BU’s of outcome
- Back-up on reviewing and releasing credit holds
- Respond to heavy incoming calls and emails from customers relating to their accounts and payments. Research, identify and resolve customer disputes
- Reconcile open items in customer accounts and resolve disputes to request posting and clearing of customer accounts
- Usage of SAP´s FSCM tool to manage and follow up on pending AR issues (disputes, chargebacks, short payments, deductions, rebills, payment allocation, etc.)
- Obtain payment remittance/allocation either by contacting customers through traditional means and/or internet portals
- Communicate and escalate situations in a timely manner according to SSC policies and procedures
- AR related reporting for Management / Internal Customers
9
Experience For Senior Credit & Collection Analyst Resume
- Make collection contacts on all outstanding invoices – Multiple companies
- Back up to the A/R Specialist position for all Accounts Receivable processes – (Invoicing, Cash Application, etc)
- Maintain essential miscellaneous files pertaining to all areas of Accounts Receivable
- Work with Customer Service team to ensure timely processing of returns and credit requests
- Work closely with customers and customer service team to resolve issues related to billing disputes
- Prepare weekly deduction and shipping reports, as well as other reports
10
Experience For Credit & Collection Analyst Senior Resume
- Participate in Budget and Planning processes
- Backup on credit analyst functions including, W9 requests, 10 day letters, preparation of files for attorney letters/collections
- Credit management and risk mitigation leveraging financial instruments eg credit insurance. LC’s, documentary collection, bank guarantees, etc
- Have a high level of understanding of the commercial operation
- Maintain files on assigned customer accounts and update the system with all comments pertaining to the account
- Analyze retained sales orders, to evaluate its reléase, verifying the compliance with the terms of credits
- Scholarship: Accounting or finance
List of Typical Skills For a Credit & Collection Analyst Resume
1
Skills For Credit / Collection Analyst Resume
- Excellent English verbal & written communication skills
- Team player with the ability to work independently with strong follow through skills
- Experience in an accounting or customer service capacity. Manufacturing experience desired, but not required
- Highly developed interpersonal skills; team player comfortable dealing with all levels of management
- Experience: required at least 2 years in experience in accounting/financial areas
2
Skills For Credit Collection Analyst Resume
- Good interpersonal skill. Ability to work with people across the functions and countries
- Demonstrated Credit/Collections or A/R experience
- Trong customer service skills
- Utilize formal/informal leadership skills to drive execution of assigned tasks, projects and initiatives
- Experience: required at least 1 year of finance experience
- Experience: required at least 2 years of experience in credit
- Manufacturing experience desired, but not required
- Reviewing overdues and initiate effective solutions together with internal customers
- Good working knowledge of billing systems and functions, as well as general accounting functions
3
Skills For Senior Credit & Collection Analyst Resume
- Effective cash collection and monitoring of customers’ accounts consistent with BP’s credit standard & policies and preparing collection reports
- An excellent communicator. Confident and concise in communicating both verbally and in writing
- Experience working with emerging markets, Latin -America, Asia & Pacific, Africa
- Experience in financial accounting, statutory regulations as well as reporting and audit requirements
- Timely collection of assigned customer trade receivables: Work with aging report in prioritizing collection efforts
- Build relationships with the sales department. Understand their priorities and work with them to maximize sales whilst minimizing risk
- Prioritization, multi-tasking and adherance to deadlines
4
Skills For Credit & Collection Analyst Senior Resume
- Previous experience in accounting areas al least 1 year
- Relevant finance experience with increasing levels of responsibility
- Experience in accounting or AR related position
- Effective and efficient working practice
- Proven track record of improving credit process
5
Skills For Credit & Collection Analyst, CR Resume
- Experience with ERP Accounting Software and SAP
- Experience working with financial instruments eg credit insurance, LC’s documentary collection, bank guarantees, etc,
- Strong Analytic abilities using various tools: Excel, Access, Visual Basic
- Four or more years’ experience in an accounting or customer service capacity
- Experience working in a Accounts Receivable department with Credit & Collections
- Knowledge, insight and experience in (financial) administrative Credit & Collection (accounting) processes
6
Skills For Credit & Collection Analyst Resume
- Experience in Credit, or Finance & Accounting field is nice-to-have
- Min 5 years of progressive accounting experience
- Working experience in a similar capacity
- Operate accounting adjustments to current account
- Microsoft Office (intermediate to advanced skill in Outlook, Excel, Word and Access)
7
Skills For Credit / Collection Analyst Resume
- Validate and process customer rebates
- Previous credit control experience in a large company
- Ensure effective cooperation with internal counterparts in other departments of the Company and within other financial functions
- Excellence written and verbal communication skill
- Strong attention to details and able to handle sensitive matters
- Experience in Accounts Receivable or related field
- Accounts receivable collections experience
8
Skills For Credit Collection Analyst Resume
- Previous credit control / cash collection or customer service experience (2+ years)
- Credit and / or Collections background recommended MS-Office, SAP experience
- Accounts receivables experience, with a focus on collections
- Create and maintain strong relationships with internal / external customers to leverage on them in order to achieve results
- Build strong relationships with your customer to ensure efficient collection of accounts receivable
9
Skills For Senior Credit & Collection Analyst Resume
- Three to five years experience in credit and collections or deduction management
- Prioritize, coordinate and handle multiple projects to meet deadlines
- Establish and build strong internal and external customer relationships through collaboration, negotiation and conflict management
- Build strong account relationships through continued phone / email contact with sales/commercial and relevant stakeholders
- Demonstrate a process improvement mindset
- Maintains a good and fluid communication with customers to prevent potential write offs
- Five years’ experience in a leadership position in credit and collections related to the Chemical industry
10
Skills For Credit & Collection Analyst Senior Resume
- Retail customer’s website/portal experience (Soriana, Comercial Mexicana, WalMart, HEB, etc)
- Build strong account relationships through continued phone contact with relevant stakeholders
- Promote strong collaborative relationships between Credit & Collections/Finance/Customer Services as well as other internal teams
- Experience up to 1 year in Financial areas
- Assessing, analyzing and interpreting complicated financial information, reviewing customer’s creditworthiness
- Performing month end reporting for closing including key metrics, to monitor success
- Dealing with customers’ accounts and keeping these fully reconciled working with outsource provider where necessary
List of Typical Responsibilities For a Credit & Collection Analyst Resume
1
Responsibilities For Credit / Collection Analyst Resume
- 1) Effective use of credit evaluation model and D&B credit management projects/tools in line with corporate policies and standards
- Understands and manages system strategies to maximize collection aging goals and Days Sales Outstanding (DSO)
- Responsible for tracking and resolving all customer claims and deductions in a timely manner
- Supports credits to be granted by managing and administering credit insurances
- Maintains credit lines in the systems according to corresponding authorization
- The ability to self-motivate in a fast-paced and rapidly-changing environment with competing deadline
- Basic accounting knowledge (Account Receivable accounting)
- Maintain all contracts pertaining to A/R – (distributors, license fees, royalty agreements, customer contracts, etc)
- Prepare monthly, quarterly, and yearly reporting for management
2
Responsibilities For Credit Collection Analyst Resume
- Perform periodic review of customer’s risk status and credit limit according to the policy
- Timely and accurately apply and record the incoming payment to the customer account and invoice numbers in SAP
- Prepare, analysis and reconcile the monthly AR aging report and other credit and collection reports requested by relevant parties
- Field incoming customer inquiries and provide customer service and support on a continual basis
- Provide customer documentation supporting invoice (if requested)
- Troubleshoot customer disputes (working with Order Administration, Account Managers & other internal customers)
3
Responsibilities For Senior Credit & Collection Analyst Resume
- Provide recommendations on placing past due customers on Credit Hold status
- Assess new/existing customer credit worthiness through the use of D&B, financial statement analysis, trade/bank references, etc
- Maintains cross-training and update required documentation for other departmental personnel
- Researches and resolves discrepancies and customer charge-backs by working with Sales and the customers. Keeps all accounts reconciled
- Assists in implementing credit and collection procedures
4
Responsibilities For Credit & Collection Analyst Senior Resume
- Notifies Accounting Department personnel of data entry errors that need correction
- Provides guidance to Credit Representatives and Collection Assistants in solving problems as necessary
- Responsibility for ensuring adjustments, credits and other documentation is raised, as necessary
- Assists in maintaining a safe and clean work environment
- Maintain subject matter expertise of assigned accounts, including knowledge of financial status, trends, and account specific processes/process improvement
- Perform work in accordance with standard accounting principles and an overall adherence to company policy
- Work accurately with numbers, including verification and reconciliation of billings
- Mandatory recording (notes) of ALL account activity into the ERP system (GetPaid)
- Contributes to achieve the company's targets regarding DSO, Past Dues and Bad Debt
5
Responsibilities For Credit & Collection Analyst, CR Resume
- Performs activities according to GetPaid strategies and performs additional controls to prevent collections delays
- Scholarship: Administration, finance, accounting
- 5) Ensure monthly closing on time
- 6) Provide adequate reporting, timely and accurate consultation to sales teams
- 7) Finalize credit files, ensure updating, processes credit limits administratively
6
Responsibilities For Credit & Collection Analyst Resume
- Researches and reconciles customer accounts, using several systems and tools
- Graduation in Business Administration, Economics, Finance, Accounting or specialization in related fields
- Graduation in Business Administration, Accounting, Economics and related fields
- Manage billing and cash collection for the family entertainment center business
- Collaborate with FP&A, HQ, and other Ubisoft entities to ensure proper rebilling
- Some working knowledge of Six Sigma or other business process quality principles
- Influence external client to take desired actions by using techniques appropriate to the situation
- Reduces risk exposure conditions proposing alternative coverage for commercial and political risks
- Minimizes overexposure risks by analyzing future exposure for all Tenaris clients
7
Responsibilities For Credit / Collection Analyst Resume
- Verifies invoices approval status checking insurance coverage and other credit guarantees
- Identify incoming deductions
- Able to make critical decisions using sound judgment
- Regularly update and verify the terms and credit limits, avoiding late payments and overdraft credit lines to be locked report them promptly
- To effect periodic arching’s of documents that support accounts receivable
- Capture, post and print the Notes charge and credit checking policies and procedures
- Provide financial analysis as needed, in claiming process the open items (price differences, incomplete payments, commercial charges, etc)
- Responsible for ensuring compliance with the Accounts Receivable area Policies
- Responsible for monitoring the accounts receivable of the Company's clients
8
Responsibilities For Credit Collection Analyst Resume
- Adhere to the Team’s regular KPI’s (such as working conditions and performance)
- Proficiency in AdBase, PeopleSoft, MS Access, MS PowerPoint, and Query writing
- Research customer billings and provide supporting documentations for all credit adjustments
- Reconcile return discrepancies and disputes by working with the customer and the appropriate company department
- Maintain and manage all date limit expirations for assigned portfolio
- Release system generated credit holds for assigned portfolio based on established criteria
- Collection and AR Management
- Collection for current/overdue balances per customer
- Monthly collection forecast (and follow up to it) based on corporate targets
9
Responsibilities For Senior Credit & Collection Analyst Resume
- Ensure OTC process is handled accordingly to policies and procedures
- Customers visits on regular basis to address AR related issues
- Engage with and influence other areas involved in the OTC process to resolve issues (Sales / Sales Admin / Finance / Customer Service / Supply Chain / Legal)
- Record and review all Ship & Debit Transactions for Distributors – Multiple accounts
- Assist in the areas of research, testing, and set up to help create, automate and streamline old and new A/R processes with IT and other departments for all companies
10
Responsibilities For Credit & Collection Analyst Senior Resume
- Reconcile all Receivable and Revenue Accounts for multiple companies
- Assist with the reconciliations of Distributor / Sales Commissions
- Maintain tax exemption forms and tax files for all companies
- Assist Auditors for quarter and year end audits
- Develop and maintain a relationship with our strategic accounts and their sales counterparts
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