- Manage customer accounts within assigned portfolio by engaging in emails and/or phone calls. This includes payment arrangements as well as building excellent customer service relationships to our customers' needs and issues.
- Document all contacts on ERP system and provide any documentation required to expedite payment.
- Make recommendations to management on the rescinding of credit terms, more aggressive collection tactics or dispute resolution, resulting from customer contacts and overall payment performance.
- Prepare and provide monthly account statements for the customers within the assigned portfolio.
- Identify problem accounts, write-offs to bad debt, related adjustments with appropriate documentation for management.
- Work collaboratively with various departments internally to resolve issues, improve processes, and manage customer accounts to expedite collections from customers in assigned portfolio.
- Collaborate closely with the business operations team on customer billing issues including contract related questions, adjustments, pricing, disputes, returns and other miscellaneous questions.
- Maintain compliance with required internal controls and departmental procedures.
- Assist with training and mentoring as requested by direct manager and management.
- Bachelor's degree in Finance, Accounting, or related degree with 2+ years Credit, Collections and/or A/R experience OR Associates degree in Finance, Accounting, or related degree with 4+ years Credit, Collections and/or A/R experience
- Proficient in Microsoft Office software (Excel, Word, PowerPoint, Outlook).
- Excellent verbal and written communications skills and able to quickly build rapport with customers.
- Highly organized and able to work independently.
- Ability to rapidly solve complex problems and to understand and match billing to contracts.
- Demonstrate positive and professional behavior as a member of a team.
- Experience with NetSuite software is a plus.
- Experience working with a software company or in the hospitality industry.
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Senior Credit Analyst - Alpharetta, United States - Agilysys
Description
Description
Agilysys is a leading developer and marketer of proprietary enterprise software, services, and solutions to the hospitality industry. The company specializes in market-leading point-of-sale, property management, inventory & procurement and mobile & wireless solutions that are designed to streamline operations, improve efficiency, and enhance the guest experience. Agilysys serves casinos, resorts, hotels, foodservice venues, stadiums, and cruise lines.
Agilysys operates extensively throughout North America, Europe, and Asia, with corporate services located in Alpharetta, GA, EMEA headquarters in Cheshire, UK, and APAC offices in Singapore, Hong Kong, Philippines, and Malaysia with representation in Indonesia.
Agilysys is looking for a Senior Credit Analyst to join our growing team. This position is a key role reporting up to our Office of the CFO. and directly impacts the financial performance, balance sheet and cash flow of our organization. The essential functions performed in this role will be to maximize cash collections and maintain accounts receivable within established company guidelines.
Responsibilities:
Basic Requirements:
Desired Characteristics:
Must be willing to complete all license applications, background checks, security checks and/or any other documentation and provide copies of any identification documents required by any State, Federal or Tribal governmental agency in order to maintain compliance with their laws and to successfully perform in the role.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Conditions may require the Company to modify this job description and the Company reserves the right to exercise its discretion to make such changes.
