Job Information
Robert Half Credit & Collections Specialist - Fin. Svcs in Charlotte, North Carolina
Description
Position Overview
We are seeking a Credit and Collections Associate to join our Finance team at our Charlotte, NC headquarters. This hybrid role combines weekly in-office and remote work. The ideal candidate will bring strong problem-solving skills, attention to detail, and analytical thinking. A passion for using data to identify trends, reduce risk, and drive decision-making will ensure success in this role.
Key Responsibilities
Credit Evaluation & Account Setup
Assess new customer accounts by reviewing Dun & Bradstreet reports, financial statements, and trade/bank references.
Set credit limits based on risk assessments and company policies.
Create and manage new customer accounts within the ERP system.
Manage a portfolio of customer accounts, performing creditworthiness analysis, order processing, and collection activities for past-due accounts.
Adjust credit limits and terms for established customers to align with company policies.
Monitor ongoing accounts to ensure terms are appropriate and address any discrepancies.
Collaborate with Customer Service and Sales Representatives to resolve disputes, short payments, and other issues delaying payments.
Coordinate with AR specialists to ensure proper application of payments and perform account reconciliations as needed.
Respond to inquiries on past-due accounts, research account details, and provide customers with status updates.
Identify payment trends and conduct root cause analysis to address recurring issues.
Implement improvements to streamline collections and encourage prompt payment.
Regularly update customer files to maintain data accuracy and ensure compliance with credit department policies.
Work closely with the Credit Manager and team members on daily tasks and special projects.
Provide support to Treasury/Finance Operations, including ad hoc analysis, receivables reporting, and audit requests.
Develop and maintain strong working relationships with internal and external stakeholders to ensure seamless operations.
Qualifications
Experience & Skills
3-5 years of experience in commercial credit and collections, ideally in manufacturing, construction, or building products.
Strong negotiation and communication skills, both written and verbal.
Solid understanding of credit functions, including financial statement analysis, credit limit management, and GAAP.
Experience with ERP systems (SAP preferred) and familiarity with Dun & Bradstreet Finance Analytics.
Proficiency in Microsoft Office Suite, particularly Excel (e.g., pivot tables, VLOOKUPs).
Skilled in financial analysis and data-driven decision-making.
Preferred Qualifications
NACM Designation.
Experience in the manufacturing, construction, or building products industries.
Bilingual in Spanish is a plus
Requirements Accounting Software Systems, Accounting Functions, Accounts Receivable (AR), Billing Functions, Cash Activity, SAP, Dun & Bradstreet
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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