- Analyze financial information to accurately record transactions and prepare financial statements.
- Review financial records and reports, ensuring they align with standard accounting practices and internal control guidelines.
- Develop and maintain timely reconciliations of balance sheet accounts and weekly cash flow forecasts.
- Partner with business units to manage and continuously improve reporting to drive actionable business insights.
- Manage an assigned portfolio of customer accounts, building relationships via phone and email.
- Resolve past-due balances by identifying root causes and partnering with customers on payment solutions.
- Maintain accurate account records, documenting collection activity and customer interactions.
- Collaborate with Credit, Customer Service and Sales teams to reduce aging and minimize bad debt.
- Monitor team interactions with customers to evaluate performance, track results and provide coaching for increased success.
- Collaborate with Collections and Sales teams to resolve customer account issues and evaluate orders stopped for credit review when needed.
- Perform in-depth financial analysis and communicate findings to support informed, high-impact business decisions.
- Oversee special projects within the Credit team.

Requirements

- Bachelor's degree in accounting or similar.
- CPA designation, or actively enrolled and pursuing.
- 3+ years of experience in accounting or similar.
- Proficiency in Excel or SQL is preferred.
- Strong written and verbal communication skills.
- High school diploma or equivalent.
- Bachelor's degree preferred.
- 1+ years of collections, accounts receivable or customer service experience in a quick-paced environment preferred.




- Working knowledge of Microsoft Word and Excel.
- Strong communication skills with a customer-focused, solution-oriented mindset.
- Bachelor's degree in Finance or Accounting.
- Credit designation (CCP) is an asset.
- 3+ years in a Credit or Collections leadership position; call-centre or queue driven B2B experience preferred.
- Proficient in Microsoft Office, especially Excel.
- Strong communicator with excellent time management and organizational skills.

Core Competencies

Demonstrates expertise in financial analysis, accounting practices, and customer account management, with a strong focus on improving reporting and driving actionable business insights. Proficient in Excel and SQL, with a proven ability to collaborate across teams to enhance performance and resolve customer issues.

Highest-signal resume keywords

- Financial Analysis
- Accounting Practices
- Customer Account Management
- Excel Proficiency
- Collections Leadership

ATS Optimization Keywords

Hard Skills

- Financial Statement Preparation
- Transaction Recording
- Balance Sheet Reconciliation
- Cash Flow Forecasting
- In-Depth Financial Analysis
- Accounts Receivable Management
- Credit Review
- Root Cause Analysis

Soft Skills

- Strong Communication Skills
- Customer-Focused Mindset
- Time Management
- Organizational Skills
- Coaching and Mentoring

Certifications & Qualifications

- CPA Designation
- Credit Designation (CCP)

Industry Keywords

- Financial Records
- Internal Control Guidelines
- B2B Experience
- CollectionsCustomer Service

Tools & Technologies

- Microsoft Excel
- Microsoft Word
- SQL
- Microsoft Office

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📌 Finance (Milton)
🏢 Jobtailor
📍 Milton