Credit Analyst / AR Accountant

Credit Analyst/AR Accountant

Temp to Hire

100% onsite work in Irvine

Job Summary:

The Credit Analyst/AR Accountant is responsible for conducting credit investigations, analyzing credit information, and assigning credit limits to customers. The Credit Analyst/AR Accountant will monitor and manage a portfolio of credit accounts, ensuring timely payment of invoices, identifying potential risks, and taking corrective actions as needed as well as perform other duties assigned by management.

Reporting Relationships:

This position reports to the Accounts Receivable Manager.

Duties & Responsibilities:

Analyze financial statements and credit reports to assess customerâ s credit worthiness.

Monitor customer accounts to ensure compliance with established credit limits.

Master data account maintenance and clean-up.

Ensure all credit files include proper documentation including agency reports and credit applications.

Monitor customer accounts for past due balances and potential issues.

Follow up with customers regarding past due payments and work to collect outstanding balances.

Investigate and resolve discrepancies related to invoice payments.

Develop and maintain client relationships for timely collections.

Reconcile incoming payments and customer accounts.

Prepare and send invoices to customer accounts.

Assist with audit requests.

Assist with special projects as assigned.

Minimum & Preferred Qualifications and Experience:

Minimum Qualifications:

5-7 + yearsâ experience of related work experience.

Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Strong analytical and decision-making skills.

Research and problem solving.

Excellent communication and interpersonal skills.

Ability to work on-site at our Irvine, CA office.

Preferred Qualifications:

Associate or bachelorâ s degree in a related field like finance, accounting, or business administration preferred.

Education: High school diploma required; some college preferred.