Credit Analyst

Why is this a great opportunity?

This is an opportunity to make a positive contribution to the revenue and cash flow enabling growth of our global company that is creating a better tomorrow every day.

About this role:

With moderate supervision, the Credit & Collections Analyst I is responsible for business‑to‑business collections, discrepancy and dispute resolution, and/or general accounting transactions in accordance with regional statutory standards and Watlow policies and procedures. In addition, this role is responsible for some customer account analysis, reconciliation and resolution of customer quote to cash transactions.

Key responsibilities:

• Reduce customer AR delinquency and minimize bad debt risk through consistent & documented follow up with B2B customers
• Proactively monitor, recognize, and mitigate standard AR risk flags to determine where customer hold is needed to reduce bad debt risk
• Apply good judgement and decision making to held orders within guidelines to maximize sales while controlling credit risk with timely internal and external communication of same
• Recognize, research, reconcile, and resolve, quote to cash transaction problems and disputes by working closely with internal departments and external customers.
• Assess credit information for new and existing customers to determine appropriate credit limit and payment terms
• Establish and maintain positive and supportive relationships with internal and external customers, ensuring work product meets or exceeds expectations.
• Assist and collaborate across functional teams and regions in developing and implementing global best practices and tools to improve process efficiency

Additional responsibilities:

• Support annual audit requirements
• AR team, regional and global project participation in support of corporate goals and strategies
• Active participation in daily AR and cross function team huddles and meetings
• Respond timely to customer requests for account information
• Apply customer payments (checks, ACH, wire transfers, lockbox, credit cards) to open invoices in the ERP system (ORACLE / Billtrust desired)
• Research and resolve unapplied or misapplied cash, short payments, overpayments, and deductions
• Reconcile daily cash receipts against bank statements and lockbox reports
• Collaborate with Credit & Collections, Billing, and Sales to resolve payment discrepancies
• Prepare reports on unapplied cash, customer balances, and payment trends
• Support month‑end close activities, including reconciliations and audits

Required Competencies & Qualifications:

• Exceptional business writing and professional communication in English with multiple stakeholders both internally and externally
• Prior experience with advanced usage of Oracle (preferable)
• Team player with a high level of personal motivation and a customer‑centric approach, ensuring positive relationships
• Strong evaluation and problem‑solving skills
• Ability to follow defined strategies and manage multiple competing priorities to ensure goals are met and exceeded.
• General accounting knowledge
• Intermediate Microsoft Office Suite skills (Excel, Work, Outlook); prefer some experience with Power BI

Required Experience Education:

Associate’s or bachelor’s degree in finance/accounting or equivalent experience of 2‑5 years in B2B collections in a manufacturing or distribution environment.