CareerPlan

Credit Analyst

DallasFull-time2026-10-06 → 2026-11-11
Hybrid

Core

Senior individual contributor responsible for complex financial analysis, managing high-risk accounts, and overseeing credit risk management and customer data integrity.

Role type

Senior Credit Analyst

Builds

Credit approvals, portfolio analytics, and performance reporting for sound financial decision-making.

Domain

Finance / Credit Risk / Accounting

Required skills

Financial statement analysis, Risk scoring, Exposure aggregation, Credit limit management, SOX compliance, Power BI, Microsoft Dynamics 365, Excel (pivot tables, xlookups), Root cause analysis, Multi-entity exposure aggregation

Preferred skills

Experience with ticketing or case management systems, Process improvement projects

Technologies

Power BI, Microsoft Dynamics 365, Excel, Outlook

Responsibilities

Review and approve credit applications within delegated authority limits; Conduct in-depth financial statement analysis and risk scoring; Analyze A/R aging and DSO performance; Track and report portfolio-level credit KPIs in Power BI; Maintain integrity of customer master data within Microsoft Dynamics 365; Mentor junior credit analysts and assist in training cross-functional staff.

Seniority

Senior, hands-on IC