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Company

Vertex Inc. · 1 day ago

Credit Analyst

United States

Full-time

Remote

Mid, Senior Level

6+ years exp

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Responsibilities

Prepare AR related analytics relative to Days Sales Outstanding, AR aging, customer billing, and payments each month to drive collection efficiencies

Reconcile customer accounts as related to invoices, credits, payments, and contract amendments where needed with the ability to refine data and recommend courses of action

Credit analysis of existing and prospect customers

Ensure existing customer payment performance is evaluated periodically to validate existing payment terms

Establish and monitor compliance with credit checks on a risk scoring basis

Manage reporting for the AR team, including development of new reports and improving existing

Ensure customer satisfaction by develop mutually beneficial, long-lasting relationships with both internal and external customers

Knowledge of Vertex Business Model: Develop an understanding of operational and strategic processes/initiatives within the organization and how they are best coordinated with A/R and Collections processes

Collaborate with Work Group and other Work Areas: Proactively review processes and suggest areas for improvement/updating. Work with cross functional partners and internal customers to develop interdepartmental processes that increase the operational efficiency of the organization, drive cash flow, and reductions in Days Sales Outstanding

Provide backup, support and collaborate with other collectors/Accounts Receivable Specialists as needed, and participate in other projects, learning initiatives, or duties as assigned

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

B2B collectionsCredit analysisAdvanced ExcelERP knowledgeMS OfficePower BIWorkdaySalesforce CPQGAAP conceptsData analysisContract interpretationProcess mappingCustomer relationship management

Required

Bachelor's degree in Business, Finance, or Accounting; or equivalent years’ work experience.

6+ years B2B collection, credit, general accounting and customer facing experience required.

Understanding of basic GAAP concepts required.

Ability to work with both internal and external customers to identify and resolve complex issues associated with B2B collections and billing.

Excellent communication skills, both written and verbal.

Ability to work independently and make fast, yet thoughtful decisions, prioritize workload, thrive in a fast-paced environment, meet deadlines, and bring new ideas/improvements to the work group.

Ability to review and interpret contracts related to financial obligations of the customer and organization.

Ability to quickly learn new operating systems and associated programs and process mapping of these systems.

Detail oriented with sound understanding of order to cash cycle.

Proficient in MS Office, with concentration in advanced Excel, including pivot tables and dashboarding as well as Power BI experience.

General understanding of AR related metrics and ability to analyze data to assist management in decision making with AR and collections.

Preferred

Experience in a SaaS industry preferred.

ERP knowledge is required – (Preferably Workday and Salesforce CPQ).

Company

Vertex Inc.

The rapid changes taking place in today’s global business, technology, and regulatory environments are having a compounding effect on the complexity of indirect tax management and putting more pressure on the corporate tax function than ever before.

Founded in 1978

King Of Prussia, Pennsylvania, USA

1,001-5,000 employees