Credit Analyst
Staff Accountant
Staff Accountant
Charlotte , North Carolina Direct Hire Nov 4, 2024
Credit Analyst
About the Job: CRG is seeking an experienced and motivated Credit Analyst for one of our Charlotte-based clients. In this role, you will manage customer credit lines, handle collections, and drive resolutions in a timely manner for a portfolio of national accounts. You will be a great fit for the role if you have a strong background in managing high-value accounts, resolving disputes, and maintaining strong relationships across various teams.
About the Company: This leading provider in the petroleum industry, serving a range of clients in commercial, industrial, and retail sectors, is known for its innovation and commitment to quality, offering advanced technical services and end-to-end solutions to support energy infrastructure. This organization values and listens to their people, and joining this team means working in a dynamic, growth-focused environment where employees contribute to sustainable energy solutions across the industry.
Opportunity: Direct Hire
Location: Charlotte, NC - University Area
Salary: $60,000 - $70,000
Schedule:
Responsibilities
Qualifications
About the Job: CRG is seeking an experienced and motivated Credit Analyst for one of our Charlotte-based clients. In this role, you will manage customer credit lines, handle collections, and drive resolutions in a timely manner for a portfolio of national accounts. You will be a great fit for the role if you have a strong background in managing high-value accounts, resolving disputes, and maintaining strong relationships across various teams.
About the Company: This leading provider in the petroleum industry, serving a range of clients in commercial, industrial, and retail sectors, is known for its innovation and commitment to quality, offering advanced technical services and end-to-end solutions to support energy infrastructure. This organization values and listens to their people, and joining this team means working in a dynamic, growth-focused environment where employees contribute to sustainable energy solutions across the industry.
Opportunity: Direct Hire
Location: Charlotte, NC - University Area
Salary: $60,000 - $70,000
Schedule:
- Monday to Friday, 8 AM - 5 PM
- Hybrid (first 90 days onsite)
Responsibilities
- Manage a portfolio of national accounts to ensure compliance with approved credit lines and recommend adjustments as needed.
- Submit invoices through customer-specific portals to facilitate timely payments.
- Research and resolve billing disputes, escalating issues to relevant departments for prompt resolution.
- Proactively reach out to customers on overdue accounts, determine reasons for non-payment, and decide on credit hold actions when necessary.
- Update senior management on significant aged receivables and overdue accounts.
- Collaborate with internal and external teams to address billing and payment discrepancies.
- Monitor collection strategies to reduce Days Sales Outstanding (DSO) and escalate overdue accounts to senior management.
- Respond promptly and accurately to customer inquiries, billing errors, documentation issues, and payment applications.
- Prepare account reconciliations and identify disputed items within the assigned portfolio.
- Develop and maintain business relationships with customers, sales teams, and management.
- Conduct monthly meetings with sales personnel, branch managers, and senior management to support dispute resolution.
- Maintain effective communication with senior management and team members to meet business goals.
- Perform other related functions and special projects as assigned.
Qualifications
- Bachelor’s degree in Finance, Accounting, or a related field preferred; equivalent work experience also considered
- 5+ years of credit/collections experience required; petroleum or manufacturing industry preferred
- Proficient in Microsoft Office required; SAP experience highly preferred
- Excellent interpersonal and communication skills
- Strong organizational and multitasking skills
Category Code: JN001