What are the responsibilities and job description for the Credit and Collections Analyst position at Robert Half?
The Credit & Collections Analyst I (Contractor) plays a critical role in supporting the Credit & Collections department by efficiently managing operational processes such as billing, customer portal management, project tracking, collections, and payment applications. This position is designed to help optimize cash flow and minimize credit risk exposure by ensuring all processes are executed timely and accurately.Key Responsibilities: Billing & InvoicingPrepare, review, and process invoices in alignment with contract terms.Ensure invoices are distributed promptly to customers.Identify and resolve any issues or discrepancies related to billing.Customer Portal ManagementOversee and update customer portals with relevant invoices and supporting documentation.Monitor portal activity and resolve submission errors.Ensure compliance with customer-specific invoicing and payment requirements.Project Tracking & ReportingMaintain accurate records of credit and collection-related projects.Track outstanding receivables and payment commitments.Generate reports for internal stakeholders to provide visibility into collection progress.Collections & Credit Risk ManagementProactively monitor and follow up on accounts receivable balances.Communicate with customers to facilitate timely payments and resolve disputes.Collaborate with internal teams to assess credit risk and escalate unresolved collection issues.Payment Applications & ReconciliationAccurately apply customer payments to the appropriate accounts.Investigate and reconcile payment discrepancies while coordinating with the accounting team for necessary adjustments.Maintain detailed and accurate financial transaction records in the system.Process Improvement & ComplianceIdentify and implement improvements in credit and collections processes to enhance operational efficiency.Ensure all activities comply with company policies and financial controls.Support internal and external audits by providing documentation and responding to inquiries.
Salary : $35 - $40
