Join the Accounting team at iT1, a leading global technology solution provider headquartered in Tempe, AZ. We are on the lookout for a dynamic and motivated individual to take on the role of Senior Credit and Collections Associate. Being recognized as one of the "Best Places to Work" in Arizona by the Phoenix Business Journal for the past 12 years speaks volumes about our exceptional team and culture here at iT1.
Are you passionate about maintaining financial health and ensuring smooth credit operations? Join our team as a Senior Credit and Collections Associate ! In this pivotal role, you'll assist with credit investigations, manage receivable accounts, and perform essential analytical tasks to uphold our credit standards. Reporting to the Credit and Collections Manager, you'll ensure accurate and timely handling of customer credit accounts while collaborating closely with customers, Operations, and Sales teams. If you're ready to make a significant impact and thrive in a dynamic environment, we want to hear from you!
Requirements
- Process credit applications
- Review and assist with adjusting current customer lines of credit
- Conduct credit investigations using credit reports, financial statements, references, and internet searches to establish customer payment terms and credit limits within guidelines
- Analyze information to determine eligibility for credit line increases and set credit limits accordingly
- Manage a large accounts receivable portfolio, including negotiating, financial review, and creating action plans with customers and the Credit and Collections Manager
- Escalate collection activities as required
- Determine the appropriate time to place accounts on credit hold in collaboration with the Credit and Collections Manager
- Perform collection calls on past due and / or delinquent accounts and negotiate with customers regarding credit issues
- Work closely with Operations to identify, prevent, and control process errors
- Reconcile accounts and discuss discrepancies with customers
- Review customer sales orders for release, working closely with internal customers and the Credit and Collections Manager
- Record daily cash receipts in the accounting system
- Perform daily dunning process, monthly statements, and daily invoice reviews
- Process credit memos and adjustments
- Research and resolve sales tax issues
- Upload invoices into customers' AP portals
- Audit delinquent accounts considered uncollectible before referring to a collection agency
- Understand all operations affecting the billing process, including cash postings, shipping, and sales tax
Job Qualification Requirements
3+ years of relevant Accounts Receivable experience3+ years in credit and B2B collectionsAA or BS / BA in Accounting preferredExperience with Sage Intacct, Salesforce, and Avalara is a plusProficient in Microsoft OfficeAdvanced MS Excel skillsProficient in using AP invoice processing kiosks and portals (e.g., Ariba, Coupa, Channel Online)Other Skills / Abilities
Ability to coordinate with sales department and customers to create effective working relationshipsStrong verbal and written communication skillsStrong attention to detailAbility to work independently with minimal directionAble to proactively utilize resources to complete workProcess improvement focusedStrong organizational, problem-solving, and analytical skills.Good judgement with the ability to make timely and sound decisionsWorking knowledge of data collection and data analysisMust be able to resolve and negotiateKnowledge of accounting process and controlsSelf-initiative, good interpersonal skills and diplomacy, attention to detail, collaboration skills, customer-focusedVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasmPhysical Demands
Sit at a computer for 8 hours per dayKeyboarding for 8 hours per dayNear Vision (working with small objects or reading small print)Speaking (communicating information to clients / coworkers)Hearing Requirements (In person speech, telephone, other sounds)Benefits
Medical, Dental, VisionFSA or HSA plan401K with company matchVoluntary Life Insurance and Short-Term DisabilityLife Insurance, AD&D, Long Term Disability and Long-Term CareIn-house fitness centeriT1 is an equal opportunity employer. Employment decisions are made without regard to race, religion, sexual orientation, gender identity, national origin, disability status, veteran status, or other characteristics protected by law.