Client Credit Analyst

  • Vaco Technology
  • 09/13/2021
Full time

Job Description



Title: Client Credit Analyst


Location: Issaquah, WA


Duration: 7 Months Contract



Primary Duties


The ideal candidate will evaluate the financial health of existing and potential clients by analyzing available financial and other data to determine credit recommendations, ensure client information is accurate and securely maintained. An important part of this role is adhering to internal controls, policies, and procedures surrounding the credit assessment process.



Scope of Responsibilities


* Research and evaluate creditworthiness of potential and current customers


* Examine credit history and/or financial transactions, documents etc. case by case


* Determine degree of risk involved


* Carefully analyze data producing clear and objective reports


* Routinely monitor monthly credit reporting and rating requirements


* Adhere to established policy, standards, and internal controls; communicating with Management staff and NAES subsidiaries


* Monitor corporate portfolio quality on an ongoing basis within established tools


* Maintain accurate records of client credit application / renewal packets


* Ensuring and maintain accurate data within established tools for tracking client credit


* Draft models of credit information that predict trends on an ongoing basis


* Monitoring trade receivable and billings for collections and potential bad debts


* Provide recommendations on opportunities to improve or optimize procedures, standards, policy


* Participate in JSOX audit requirements when assigned


Working Relationships


This position reports the Senior Manager Finance Operations and/or the Client Credit Manager. The position will not have direct reports.



Education and Experience


* At least 2-years proven work experience as a Credit Analyst or similar role


* Bachelor's degree in Accounting, Business Administration, Finance or similar field (a plus)


* Advanced knowledge of accounting software, Microsoft suite, MSD365 ERP solutions (a plus)


* Excellent analytical, negotiation, and problem-solving skills


* Detail oriented with good communication and interpersonal skills


* Ability to self-manage in stressful situations



Specific Skills and Knowledge


* Ability to accurately manage details, meet deadlines and support decisions with appropriate support within a fast paced, sometime ambiguous environment


* Aptitude to recognize and resolve issues in a timely manner


* Manage complex workload with a high degree of ethics and integrity, with discretion


* Knowledge of accounting principles, credit scores, collection policies, and credit related laws

- provided by Dice