Credit Analyst

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Insero Talent Solutions

Credit Analyst

Rochester, NY
Full Time
Paid
  • Responsibilities

    Insero Talent Solutions is recruiting a Credit Analyst for a national food manufacturing company in Rochester, NY.

    POSITION SUMMARY

    • Analyze credit data including financials, ratios, trade news, references, and make credit recommendations.
    • Monitor account trends to identify potential risks and recommend adjustments to credit limits or terms as needed. Review and release orders from credit hold following internal controls.
    • Support cash application tasks, such as posting cash, processing offsets, and handling customer refunds as needed. Month end reporting and journal entries as necessary.

    ESSENTIAL FUNCTIONS, RESPONSIBILITIES, OR JOB DUTIES

    • Review financial data, trade references, and industry news to assess credit risk and make informed recommendations of credit limits for new and existing accounts per Seneca Policy.
    • Make collection calls/email and work directly with customers to resolve outstanding balances, ensuring accounts are kept current. Work with Deductions and Sales teams to manage and resolve credit-related issues.
    • Review and release orders from credit hold, following internal control procedures.
    • Assist with cash application tasks as needed, including processing offsets, customer refunds, and posting cash.
    • Assist the Credit Manager with journal entries, support various reporting tasks, and handle audit requests as needed.
    • Respond to credit inquiries from other manufacturers.
    • Submit requests to the Master Data team for the creation of new customer accounts and updates to existing account information.

    ADDITIONAL RESPONSIBILITIES

    • Build relationships with Sales, Customer Service and Customers.
    • Assist Cash Application in obtaining payment details when not provided.
    • Work closely with the sales team on new customer applications to obtain necessary information.
    • Support the team in special projects and audits.
    • Support the Credit team in maintaining a low DSO and a high percent current.

    QUALIFICATIONS

    • Computer literate knowledge of SAP is helpful.
    • Working knowledge of Excel.
    • Excellent verbal and written communication, organizational and telephone skills.
    • Detail oriented

    EXPERIENCE

    • 3-5 years of business to business credit experience