Credit Analyst; B2B Collections

Job Description

The Credit Analyst manages the full scope of collections for assigned accounts to ensure payment is received on a timely basis.

The Credit Analyst manages the full scope of collections for assigned accounts to ensure payment is received on a timely basis.

• Reviews past due accounts receivables daily for assigned accounts.
• Manages collection activities, including, but not limited to, phone communications to customers to secure payment for assigned accounts and adjusting payment terms and/or schedules.
• Assesses and determines appropriate next steps in addressing delinquent accounts in an effort to establish a resolution involving satisfactory terms for all parties involved.
• Documents the results of collection calls, and communicates progress of accounts to principals, engagement team and regional finance on a timely basis.
• Interacts with key members of firm and client management to resolve billing disputes and service issues.
• Reviews Dunn & Bradstreet reports to make a determination on accounts that require continued attention and focus due to poor credit history patterns with the firm and/or other vendors.
• Analyzes stagnant accounts, and determines the need for escalation to a Finance Manager or Director for further action.
• Utilizes firm best practices to implement process changes to rectify service issues, including, but not limited to, recommending changes to customer payment terms or developing billing schedules based on a client’s cash flow.
• Other duties as required.

• N/A

• High School Diploma or equivalent, required.
• Associate’s or Bachelor’s degree in Accounting, Business Administration, or Finance, preferred.

• Two (2) or more years of credit / collections field experience, required.
• Prior commercial (B2B) collections experience, preferred.
• Professional services firm experience, preferred.

• N/A

• Proficient in the use of Microsoft Office Suite, required.

• Excellent verbal and written communication skills.
• Strong customer service skills.
• Basic negotiation skills.
• Ability to work in a demanding environment.
• Capable of effectively analyzing and resolving issues and questions in a professional manner.
• Ability to successfully manage multiple projects with an attention to detail while working independently.
• Knowledge of firm’s collections procedures.

National Range: $28.85/hr - $33.66/hr
Maryland Range: $28.85/hr - $33.66/hr
NYC/Long Island/Westchester Range: $28.85/hr - $33.66/hr

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.

BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits
* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no…