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

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

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

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity…