We are looking for a Credit Analyst to join the Finance and Accounting team at our West Coast office in Carlsbad, CA. This person will work with our team to assess credit risk, maximize accounts receivable collections, analyze customer financial data and credit information for new customer credit lines and provide an excellent customer experience. If this sounds right up your alley, we’d love to talk to you!
WHAT YOU WILL CONTRIBUTE
- Analyze customer financial data and credit info for new customer credit lines
- Minimize bad debt risk, maximize accounts receivable collections
- Assist with order entry billing issues for correction
- Reconcile customer statements/billings and problem resolution with customers
- Assess credit risk and establish credit limits.
- Analyze customer financial statements.
- Provide financial order management support to Supply Chain and Sales and Marketing personnel to control credit exposure, effect timely payment, and minimize risk of customer disputes.
- Conduct collection calls and customer visits to collect Accounts Receivables.
- Negotiate customer disputes to resolution and documents root cause.
- Provide customer service and develops relationships with internal/external customers and suppliers.
- Maintain accurate credit files and collection files. Maintain electronic collect notes for each customer account.
- Participate in major department projects and take an active role in cross-functional teams to assist in driving quality improvements, processes, and initiatives.
- Actively participates and communicates in the team-based work groups that make up the Credit Department.
- Cash Receipts posting and reconciliation.
- Daily Credit Card Processing.
- Process manual credit and debit memos.
- Daily invoicing and mailing.
- Maintain Resale Tax Certificates for audit purposes.
- Monthly Close process of Oracle.
- Cross Train in various project in department.
- Perform other duties as assigned
WHAT WE SEEK
- Effectively secure prompt payment from customers while employing commercial sensitivity, business acumen, and good judgment
- Effective business writing and professional communication skills
- 1+ years’ experience utilizing Microsoft Office, Internet, and related computer skills Oracle preferred
- Demonstrated Effective Customer Service Skills
- Related work experience in accounts receivable and/or finance
- Preferred Oracle experience and Microsoft office is preferred
EDUCATION
- Bachelor’s degree preferred in Accounting/Finance, high school diploma or equivalent required
WHAT WE OFFER
An exciting opportunity to dive in and begin your career with a company that offers a competitive total rewards package that includes:
- 9/80 work week schedule (EVERY OTHER FRIDAY OFF!)
- 2 weeks of vacation
- 11 paid Holidays
- Full range of health benefits including medical, dental & vision, short & long-term disability
- 401(K) matching (100% of first 3% contributed, 50% of the next 2%)
- Health and wellness programs / gym reimbursement
- Educational assistance up to $7,000 per year
- On-site self-service café / free gourmet coffee stations
- Company sponsored FUN events!
- On-site gym, ping-pong, foosball, outdoor bocce ball court, BBQ & firepit
- Generous product discounts
WHO WE ARE
Fluidra is a publicly listed company focused on developing innovative products, services and IoT solutions for the residential, commercial and wellness pool markets, globally. The company operates in over 45 countries, has over 7,000 employees and owns a portfolio of some of the industry’s most recognized and trusted brands: Polaris®, Jandy®, CMP, S.R. Smith, and Zodiac®. We also sell products under the Cover‐Pools®, iAquaLink®, Grand Effects® , Dell® and Nature2® names. With these combined resources we’re able accelerate innovation in critical areas like energy-efficiency, robotics and the Internet of Things.
Our focus is on creating the perfect pool and wellness experience responsibly. We take our mission to heart, and our employees embody these guiding principles in everything we do: passion for success, honesty & trust, customer collaboration, teamwork and inclusion, learn and adapt, excellence and innovation.
Don't meet every single requirement listed? At Fluidra, we thrive on building an inclusive workspace, so if you are excited about this role and your past experience doesn't align perfectly, we encourage you to apply anyways! You may be just the right candidate for this role or another role in the organization. Fluidra is proud to be an equal opportunity employer. Fluidra recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, or any legally protected characteristic.
Expected hourly rate range is $28.00 - $30.00. Fluidra offers a comprehensive total rewards / benefits program that includes base salary, annual bonus based on performance of individual and company objectives, competitive 401K matching, paid vacation and sick time, full range of health benefits, educational assistance, etc. The actual salary offer will carefully consider a wide range of factors, including skills, qualifications, experience and location. Your recruiter will provide additional details on our compensation and total rewards program.
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