Transactional Financial Analyst – Credit

City(s): Montreal, QC


Published: June 27, 2022
Type: Full time
Position to fulfill: 1

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.


  • Quebec company of national scope;
  • Opportunity for growth in an expanding company;
  • Work environment stimulated by innovation;
  • Full range of social benefits*;
  • Group RRSP*;
  • Flexible hours and teleworking (depending on the position);
  • Competitive salaries;
  • Sick days*.

*Some conditions apply.

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