Jobs

The main responsibilities of the Transactional Financial Analyst – Credit are to assist in the preparation of the reporting, monitoring, and statistical data/KPI’s for credit and collections department.  To therefore, communicate the interpretations and report status amongst various teams and at times to our customers.

Assigned responsibilities

• Prepare, analyse, communicate and give recommendations on weekly reports on credit limit exposures, risks, terms, related to credit agent portfolios/regions, call logs vs collection logs ;
• Prepare, analyse, communicate and give recommendations on monthly reports for Sales and Credit Teams on new customers, Aged-Trial Balances, AFDA, various Hotlists, Disputes, Freshdesk ticketing, Collections, DSO per region/portfolio ;
• Prepare and communication of Peak Season Limits / No Booking List/Exception lists/ approval reports for Annual Volume Rebate lists, etc. ;
• Prepare, validate processes, and assist with the upkeeping and updating of Standard Operating Procedures for Credit/Collections ;
• Prepare and assist with training material for new/integrations ;
• Participate at times for training team members on various credit subjects ;
• Prepare, analyse, monitor and offer recommendations when communicating the weekly progress for the collection targets projections ;
• Collect, prepare and analyse financial data on customers, assist with the peak season, and ongoing revisions pf credit limits ;
• Prepare and analyse various weekly/monthly reports pertaining to the department upon request/occurrences. Offer recommendations ;
• Support to Credit & Collection department ;
• Participate in various special assignments/integrations/data cleansing/implementations and department projects ;
• All other related tasks to that function ;
• Develop dashboards and reports pertaining to the department/sales or other interdepartmental functions.

Success Factor

• 5+ years as a credit agent/ coordinator/collection specialist or business analyst ;
• Bilingual ;
• Strong analytical skills ;
• Background experience in a distribution or manufacturing plant ;
• Flexible schedule ;
• Team-player ;
• Computer Skills: Expert in Excel/PowerPoint/Query ;
• Organizational Ability: Despite a fast-paced environment and a heavy workload, you know how to manage stress and set priorities to act quickly and ensure tight deadlines are met ;
• Business Sense: You have a desire to learn on the industry, customers, full operational processes, and are customer focused ;
• Thoroughness: You are professional, meticulous and pay attention to details, thus consistently ensuring the accuracy and integrity of the shared information and supporting documents ;
• Communication Skills: you can interpret, express, present and communicate information fluidly and tactfully.