Convergint · 3 hours ago

Credit and Collection Analyst

Pleasanton, CA

Full-time

Remote

Mid Level

3+ years exp

Maximize your interview chances

BiometricsHealth Care

Insider Connection @Convergint

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Entering invoices in customer portals.

Following up on payments due via email or phone.

Maintaining detailed spreadsheet of invoice progress, aging, and customer updates.

Provide updates to billing team regarding customer invoice requirements to ensure timely payment of invoices.

Reviews invoices for accuracy and correct GL codes/PO requirements.

Assists manager in creating monthly revenue and gross margin forecast. Monitors and tracks against forecast.

Runs month end financial reports and works with manager to achieve planned financial results.

Performs other duties and responsibilities as requested or required.

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.

Microsoft ExcelFinancial softwareAccounts receivableFinancial analysisCost controlFinance backgroundBookkeepingTeam orientation

Required

Proficiency in Microsoft Excel.

Excellent interpersonal and verbal communications skills and ability to deal with a wide cross section of people both internal and external to the business.

Solid financial analytical skills including cost control and ability to interpret financial reports.

Solid accounts receivable knowledge.

Solid team orientation.

Strong proficiency in financial software including ability to track invoices, run reports, data entry, etc.

Background in finance and accounting.

Strong planning and organizational skills.

Excellent written and verbal communication skills.

Very adaptable – responds effectively to changes in situation or information; ability to influence others and build consensus using good written and verbal communication skills.

Customer service oriented.

Education: High School/GED or equivalent experience.

Minimum Experience: 3 years billing, bookkeeping, and/or financial.