Senior Credit Analyst in Charlotte, North Carolina at Barnhardt Manufacturing Company

Summary:

The Senior Credit Analyst is responsible for performing independent analysis on customer credit accounts, working with sales and customer service departments to set customer credit limits and terms, and managing customer account credit holds in accordance with established practices, processes, regulations, guidelines, and standards in a safe and efficient manner.

Essential Duties and Responsibilities:

Other duties may be assigned.

• Abide by, enforce and participate in the implementation and ongoing oversight of all company safety standards and regulations.
• Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in processing accounting/financial transactions and maintaining accounting records.
• Record, maintain, and review financial information in the company’s accounting system/software, databases, and/or journals and ledgers to ensure accuracy.
• Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
• Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or financial/accounting application systems.
• Code documents according to company procedures.
• Debit, credit, and total accounts on spreadsheets, databases, and/or accounting software.
• Receive, record, and bank cash, checks, and vouchers.
• Prepare, collect, calculate, organize, review, and/or process bills, invoices, receipts, statements, checks, and other financial documents.
• Reconcile invoices and resolve errors by issuing debits and/or credits to customer accounts.
• Verify the accuracy of billing data and revise any errors.
• Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
• Comply with federal, state, and company policies, procedures, and regulations.
• Perform administrative support activities such as maintaining files/records, reviewing and processing business documents, and/or providing general support to business operations and managers.
• Assist in the implementation of special projects and compile a variety of special reports as assigned.
• Ensure audit compliance of Customer Sales Tax Exemption Certificates.
• Develop, plan and implement special projects for the Accounting & Finance department as assigned.
• Participate in committee or work group to improve financial and/or department performance.
• Stay current on the latest developments such as federal and state codes, regulations, guidelines, etc.
• Maintain confidentiality with regard to the information being processed, stored or accessed.

Qualifications:

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 (B. A.) from four-year college or university in Finance or Accounting with a minimum of five (5) years’ commercial credit analysis or review experience; or an equivalent combination of education and experience.

Language Ability:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Ability:

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

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 or from situations encountered in the job in written, oral, diagram, or schedule form.

Computer Skills:

To perform this job successfully, an individual should have knowledge of accounting software & systems; Microsoft Office applications; CRM software; Enterprise Resource Planning software, Order processing systems.

Certificates and Licenses:

None

Other Qualifications:

• This position requires specific knowledge in the following areas to be successful:
• Economic and accounting principles and practices, financial markets, banking and the analysis and reporting of financial data.
• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Barnhardt Manufacturing Company is an Equal Employment Opportunity Employer (EOE/including disability/vets)