Credit & Accounts Receivable Analyst

Credit & Accounts Receivable Analyst

Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking a Credit and Accounts Receivable Analyst for our Finance team.  

This communicative and data-driven individual will be responsible for evaluating the financial health and creditworthiness of Triumvirate and its stakeholders to help the business make informed decisions.  

Triumvirate Environmental provides leading organizations in the higher education, life sciences, healthcare, and advanced manufacturing sectors with diverse services and expertise to assist them with compliance management. At Triumvirate Environmental, we strive to WOW both our employees and our customers. Our unique culture fosters growth, development, education, and creativity.   

This position reports to The Vice President of Finance. This position will be fully onsite for the first 90 days. After 90 days, the position will follow a hybrid schedule approved by the manager and Human Resources. 

Responsibilities: 

• Credit Assessment:
  Evaluate the creditworthiness of new and existing clients using a variety of tools, including credit reports, financial statements, and relevant data to assess risk and determine appropriate credit limits.
• Client Account Monitoring:
  Continuously monitor client accounts for changes in financial health or credit risk. Track payment history, review account status, and ensure that credit terms are adhered to.
• Credit Reporting:
  Prepare and present regular reports on credit risk, outstanding balances, and payment trends to senior management, providing actionable insights and recommendations for credit management strategies.
• Risk Mitigation:
  Identify and flag potentially risky clients or accounts, and work proactively to mitigate the risk through improved credit terms, collections efforts, or adjustments to credit limits as necessary.
• Client Communication:
  Serve as a point of contact for clients on credit-related issues.
• Accurate Record Keeping:
• Maintain detailed and accurate records of client credit history, decisions, and communications. Use data to monitor trends and make informed decisions on credit policies and practices.
• Policy Adherence:
  Ensure all credit decisions align with company credit policies and industry regulations. Assist in reviewing and updating company credit policies and procedures as needed.
• Collaboration with Other Departments:
  Work closely with sales, finance, and customer service teams to ensure that credit assessments align with business goals and that any credit issues are handled promptly and effectively. Effectively communicate potential client credit issues with internal stakeholders.

Basic Requirements: 

• Associate or Bachelor’s degree in Finance, Account, Business Administration, or a related field.
• At least 2-4 years of experience in a credit-related role, such as credit analysis, collections, or financial services.
• Business to Business (B2B) experience.
• Strong understanding of credit analysis techniques and financial statement analysis.
• Proficiency with credit assessment software and Microsoft Excel.
• Excellent communication skills, both written and verbal, with the ability to clearly convey complex information to clients and stakeholders.
• Strong attention to detail and ability to identify trends or irregularities in client accounts.
• Good problem-solving skills and the ability to handle challenging situations with clients and internal stakeholders professionally.
• Analytical mindset with the ability to make sound judgments based on data.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills with the ability to prioritize tasks effectively.
• Must be eligible to work in the United States without future sponsorship
• Must have a reliable form of transportation

Preferred Requirements: 

• Relevant certifications (e.g., credit risk certification) are a plus.
• Proficiency with Oracle software

#LI-Hybrid 

#LI-CD1

Besides Health, Dental and Vision Insurance, we contribute to a 401k, offer a generous tuition reimbursement program, TONS of safety training for some positions with opportunities for external trainings and certifications, Mentorship & Career Succession Planning, Relocation Opportunities, Auto/Home insurance discounts, pet assistance discount plans, discounted movie passes & more!   

To learn more about our business, culture, and the exciting work that we are doing in the industry, find us on LinkedIn, Instagram (@triumvirateenvironmental), or our website!  

Triumvirate Environmental is committed to a diverse and inclusive workplace. As an Equal Opportunity Employer (EOE), Triumvirate does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals with Disabilities and Protected Veterans are encouraged to apply. 

 If you have a disability and need accommodation during the application and hiring process, please contact us at https://www.triumvirate.com/contact or call us at 888-834-9697.  The requirements listed above are representative of the knowledge, skill, and/or ability required. To view our California Privacy Notice and Policy, click here.