Job Summary

Our client in Edmonton is seeking a detail-oriented and analytical Credit Team Lead to join their finance team. This role is responsible for evaluating credit risk, reviewing customer financial information, recommending credit limits, and helping protect the organization’s financial health while supporting business growth. The ideal candidate will have strong financial analysis skills, sound judgment, and the ability to collaborate effectively with internal stakeholders and external customers.

Key Responsibilities

- Analyze and assess the creditworthiness of recent and existing customers using financial statements, credit reports, trade references, and payment history

- Recommend appropriate credit limits and terms based on risk analysis and company policy

- Monitor customer accounts to identify changes in risk, delinquency trends, and exposure levels

- Review aging reports and support collections strategies for overdue accounts

- Partner with sales, finance, and customer service teams to resolve credit-related issues while maintaining robust client relationships

- Prepare clear and well-supported credit recommendations for management review

- Maintain accurate customer credit files and ensure documentation is complete and up to date

- Assist with ongoing review and improvement of credit policies,



procedures, and internal controls

- Support month-end reporting related to receivables, bad debt exposure, and account risk

- Identify potential compliance concerns and escalate high-risk accounts as needed

Qualifications

- Postsecondary education in Accounting, Finance, Business, or a related field preferred

- CCP certification, or active pursuit of the CCP designation, is an asset but not required

- 3+ years of experience in credit analysis, accounts receivable, commercial credit, or a related finance function

- Strong understanding of financial statement analysis, credit evaluation, and risk assessment

- Experience working with ERP systems and Microsoft Excel

- Excellent communication, problem-solving, and organizational skills

- Ability to manage multiple priorities and exercise sound professional judgment

- Knowledge of Canadian credit practices and commercial lending principles is considered an asset

Preferred Experience

- Experience in a mid-sized or large corporate environment

- Background in B2B credit analysis

- Exposure to collections, account reconciliations, and dispute resolution

- Familiarity with policy development and process improvement initiatives

📌 Credit Team Lead (Edmonton)
🏢 Robert Half
📍 Edmonton