Collections Analyst
Core
Collect payments from delinquent US-based customers, manage sales ledgers, and achieve accounts receivable reduction targets.
Role type
Collections Analyst
Builds
Cash flow and accounts receivable reduction
Domain
B2B Finance / Credit Management
Deliverable
client delivery
Required skills
SAP proficiency, data analysis, payment allocation, account reconciliation, call management, reporting, forecasting
Preferred skills
Microsoft Excel/Access proficiency, credit management experience, customer service experience with large corporate clients
Responsibilities
Handle incoming and outgoing calls and emails for payment collection; Update account statuses and transfer funds; Follow up on received payments and pursue remittance details; Provide copy documents and process write-off requests; Identify and escalate queries and request credit notes; Reconcile banking discrepancies; Allocate payments via BACS, cheque, and credit card; Analyze refund precedence for overpayments; Produce team reporting and portfolio analysis; Provide forecasting and ad hoc data analysis.
Seniority
Mid-level, hands-on IC