Summary: This position is responsible for leading credit and collection activities to ensure compliance with organizational standards and customer expectations. This role partners with the Director of Credit to develop policies, oversee departmental performance, and provide actionable accounts receivable analytics for portfolio management.
Time Utilization: This position may travel up to 5% of the time. Normal business hours are 8:00am to 5:00pm with regular occasions to work additional hours. Schedule needs to be flexible to accommodate internal and external customer schedules.
Essential Duties and Responsibilities include the following. Other duties may be assigned:
Define and enhance roles, goals, and responsibilities for Credit Department employees; ensure training and performance alignment. Manage a team of 4–6 associates, conducting regular performance reviews and goal assessment.
Establish and monitor corporate credit and collection standards, ratios, and benchmarks; develop action plans based on analysis. Ensure departmental goals are met or exceeded through continuous improvement initiatives.
Maintain up-to-date departmental processes and workflows within the standardized company repository. Conduct periodic reviews to ensure all procedures align with current company policies, internal controls, and industry guidelines.
Process returns, price adjustments, credits, freight billings, and billing corrections; collaborate with tax accountant on tax-related issues. Work with SAP information tables to run reports as needed.
Prepare, review, and analyze company-wide accounts receivable reports using Excel, SAP, and QlikView
To perform this job successfully, an individual must be able to perform each essential
duty satisfactorily. The requirements listed below are representative of the knowledge,
skill, and/or ability required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
Education/Experience:
Bachelor's degree in business, accounting, or related field and five years related experience in credit management, accounting, or analytics; or equivalent combination of education and experience. NACM certification preferred.
Language Ability:
Ability to read and interpret documents such as sales contracts, operating and maintenance instructions, safety rules, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from managers, customers, and the general public. Ability to negotiate and resolve difficult collection situations with customers and internal colleagues.
Math Ability:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills:
To perform this job successfully, an individual should be proficient in Microsoft Office, particularly Word and Excel. Working knowledge of database applications and ERP systems is required. Working knowledge of SAP FICO, Sales & Distribution, and CRM preferred. Working knowledge of QlikView also preferred.
Certificates and Licenses:
Current valid driver’s license and the ability to obtain a passport for travel as required by position.
Supervisory Responsibilities:
Directly supervises a team. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include hiring and training associates; planning, assigning, and directing work; evaluating performance; applying recognition and discipline as appropriate; addressing complaints and resolving problems; and developing associates through coaching, counselling, and mentoring. Ensures effective communication with internal and external stakeholders.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl.
