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.RequirementsBachelor'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 fast-paced environment preferred.Working knowledge of Microsoft Word and Excel.Solid 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 CompetenciesDemonstrates 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 keywordsFinancial AnalysisAccounting PracticesCustomer Account ManagementExcel ProficiencyCollections LeadershipATS Optimization KeywordsHard SkillsFinancial Statement PreparationTransaction RecordingBalance Sheet ReconciliationCash Flow ForecastingIn-Depth Financial AnalysisAccounts Receivable ManagementCredit ReviewRoot Cause AnalysisSoft SkillsStrong Communication SkillsCustomer-Focused MindsetTime ManagementOrganizational SkillsCoaching and MentoringCertifications & QualificationsCPA DesignationCredit Designation (CCP)Industry KeywordsFinancial RecordsInternal Control GuidelinesB2B ExperienceCollectionsCustomer ServiceTools & TechnologiesMicrosoft ExcelMicrosoft WordSQLMicrosoft Office#J-18808-Ljbffr