BOLAND · 4 hours ago
Credit Analyst I
Gaithersburg, MD 20878, USA, 20878
Full-time
Hybrid
Entry Level
1+ years expBoland is a leading HVAC and building systems provider serving the DC, Maryland, and Northern Virginia region. The Credit Analyst I will be a member of the Finance and Accounting Department, focusing on the collection of accounts receivable and reporting/reconciliation while maintaining excellent client service.
3D PrintingComputerHeating Ventilation and Air Conditioning (HVAC)Information TechnologyManufacturing
Responsibilities
Answer incoming clients' inquiries regarding current and delinquent invoices, account status, etc
Call/correspond on past due accounts with clients
Record correspondence with clients in Collection notes
Follow up promptly on client promises/requests
Proactively contact clients on large balances that are not past due
Prepared receivable adjustments, check refund requests, and credit requests for approval
Correspond with Account Executives, Project Managers, and other departments to discuss past due invoices
Attend bi-monthly Credit & Collections Team meetings
Recommend Client account credit holds
Recommend Client accounts for 3rd party Collections
Assist (as needed) with reconciling on-account monies/credits
Obtain necessary tax-exempt certificates
Maintain client master files within accounting software
Attend & Participate in Credit and Collection Team Meetings
Other duties as assigned
Qualification
Required
Associate's degree or equivalent combination of education and experience
Proficient in MS Office/ Outlook & Adobe
Ability to prioritize tasks, detail-oriented, organized
Great thinking and listening skills, team-oriented, works well independently, sense of urgency
Preferred
1-2 years of experience in Accounting or Credit Related Duties
Benefits
Excellent pay and benefits
Great and supportive work environment
Professional training and growth
Generous educational assistance program
Recognition and outstanding co-workers!
Company
BOLAND
BOLAND is an engineering company specializing in HVAC equipment and service.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Boland
Chairman and Chief Executive Officer
James P. Thompson, CPA, MBA
Sr. Vice President / CFO
Recent News
2024-02-24
The Independent.ie
2023-11-02
Entrevestor
2022-08-08
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