Credit Analyst / AR Accountant
15750 Alton Pkwy Irvine, CA 92618 US
Job Description
Temp to Hire
100% onsite work in Irvine
Job Summary:
The Credit Analyst/AR Accountant is responsible for conducting credit investigations, analyzing credit information, and assigning credit limits to customers. The Credit Analyst/AR Accountant will monitor and manage a portfolio of credit accounts, ensuring timely payment of invoices, identifying potential risks, and taking corrective actions as needed as well as perform other duties assigned by management.
Reporting Relationships:
This position reports to the Accounts Receivable Manager.
Duties & Responsibilities:
- Analyze financial statements and credit reports to assess customer’s credit worthiness.
- Monitor customer accounts to ensure compliance with established credit limits.
- Master data account maintenance and clean-up.
- Ensure all credit files include proper documentation including agency reports and credit applications.
- Monitor customer accounts for past due balances and potential issues.
- Follow up with customers regarding past due payments and work to collect outstanding balances.
- Investigate and resolve discrepancies related to invoice payments.
- Develop and maintain client relationships for timely collections.
- Reconcile incoming payments and customer accounts.
- Prepare and send invoices to customer accounts.
- Assist with audit requests.
- Assist with special projects as assigned.
Minimum & Preferred Qualifications and Experience:
Minimum Qualifications:
- 5-7 + years’ experience of related work experience.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Strong analytical and decision-making skills.
- Research and problem solving.
- Excellent communication and interpersonal skills.
- Ability to work on-site at our Irvine, CA office.
Preferred Qualifications:
Associate or bachelor’s degree in a related field like finance, accounting, or business administration preferred.
Education: High school diploma required; some college preferred.
Meet Your Recruiter
Nina McCann
On-Site Manager
A native to Orange County, Nina’s staffing career began in 2006 placing quality engineering candidates with distinguished companies as a successful recruiter and client manager. Nina specializes in recruiting for mechanical and electrical engineers in all industries from aerospace, medical device and manufacturing. She understands the engineering programs and importance of matching specific technical skills for position success. Her strong connections within the industry have been vital in her success. Nina’s excitement in placing engineers is due to the direct impact the products have on people’s lives: Everything we touch has been engineered in one form or another. She currently works as an on-site manager at a prominent medical device company.
Outside of work, Nina has been a dedicated volunteer to local nonprofit organizations for the past 15 years. She also enjoys being outdoors, hiking and spending time with her three children.