Senior Credit and Collections Associate

Join the Accounting team at iT1, a leading global technology solution provider headquartered in Tempe, AZ. We are on the lookout for a dynamic and motivated individual to take on the role of Senior Credit and Collections Associate. Being recognized as one of the "Best Places to Work" in Arizona by the Phoenix Business Journal for the past 12 years speaks volumes about our exceptional team and culture here at iT1.

Are you passionate about maintaining financial health and ensuring smooth credit operations? Join our team as a Senior Credit and Collections Associate ! In this pivotal role, you'll assist with credit investigations, manage receivable accounts, and perform essential analytical tasks to uphold our credit standards. Reporting to the Credit and Collections Manager, you'll ensure accurate and timely handling of customer credit accounts while collaborating closely with customers, Operations, and Sales teams. If you're ready to make a significant impact and thrive in a dynamic environment, we want to hear from you!

Requirements

• Process credit applications
• Review and assist with adjusting current customer lines of credit
• Conduct credit investigations using credit reports, financial statements, references, and internet searches to establish customer payment terms and credit limits within guidelines
• Analyze information to determine eligibility for credit line increases and set credit limits accordingly
• Manage a large accounts receivable portfolio, including negotiating, financial review, and creating action plans with customers and the Credit and Collections Manager
• Escalate collection activities as required
• Determine the appropriate time to place accounts on credit hold in collaboration with the Credit and Collections Manager
• Perform collection calls on past due and/or delinquent accounts and negotiate with customers regarding credit issues
• Work closely with Operations to identify, prevent, and control process errors
• Reconcile accounts and discuss discrepancies with customers
• Review customer sales orders for release, working closely with internal customers and the Credit and Collections Manager
• Record daily cash receipts in the accounting system
• Perform daily dunning process, monthly statements, and daily invoice reviews
• Process credit memos and adjustments
• Research and resolve sales tax issues
• Upload invoices into customers' AP portals
• Audit delinquent accounts considered uncollectible before referring to a collection agency
• Understand all operations affecting the billing process, including cash postings, shipping, and sales tax

Job Qualification Requirements

• 3+ years of relevant Accounts Receivable experience
• 3+ years in credit and B2B collections
• AA or BS/BA in Accounting preferred
• Experience with Sage Intacct, Salesforce, and Avalara is a plus
• Proficient in Microsoft Office
• Advanced MS Excel skills
• Proficient in using AP invoice processing kiosks and portals (e.g., Ariba, Coupa, Channel Online)

Other Skills/Abilities

• Ability to coordinate with sales department and customers to create effective working relationships
• Strong verbal and written communication skills
• Strong attention to detail
• Ability to work independently with minimal direction
• Able to proactively utilize resources to complete work
• Process improvement focused
• Strong organizational, problem-solving, and analytical skills.
• Good judgement with the ability to make timely and sound decisions
• Working knowledge of data collection and data analysis
• Must be able to resolve and negotiate
• Knowledge of accounting process and controls
• Self-initiative, good interpersonal skills and diplomacy, attention to detail, collaboration skills, customer-focused
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm

Physical Demands

• Sit at a computer for 8 hours per day
• Keyboarding for 8 hours per day
• Near Vision (working with small objects or reading small print)
• Speaking (communicating information to clients / coworkers)
• Hearing Requirements (In person speech, telephone, other sounds)

Benefits

• Medical, Dental, Vision
• FSA or HSA plan
• 401K with company match
• Voluntary Life Insurance and Short-Term Disability
• Life Insurance, AD&D, Long Term Disability and Long-Term Care
• In-house fitness center

iT1 is an equal opportunity employer. Employment decisions are made without regard to race, religion, sexual orientation, gender identity, national origin, disability status, veteran status, or other characteristics protected by law.

Qualification

Associate Degree