Credit Analyst (USA) - [ACC105B]

Who we are—

Transcat is a dynamic, innovative, growing company that has been recognized as the leading calibration and compliance services provider in North America and beyond.  With over 1,000 employees—in technical, consulting, operational, sales, finance, and corporate roles—we have stood the test of time by delivering on our Trust in Every Measure promise to our customers in vital industries, including life sciences, aerospace, defense, energy, and utilities.  We fulfill this promise through our employees, who live Our Values every day, the Transcat Way.  Our employees are at the center of the rewarding, challenging, and life-changing work we do for our customers and those they serve.  Are you ready to join a company where the work you do makes a difference, and where you can grow in your career? 

Here’s what Transcat has to offer—

• Work that matters
• A values-based culture where people care about each other and the work they do together
• Flexibility
• Training and development to accelerate learning and career advancement
• Competitive compensation and benefits, including paid time off, health insurance, tuition reimbursement, retirement, stock purchase plan, and MORE!
• Hourly Rate $18.50 - $26.00

Conducts credit investigations and collects delinquent accounts, under the direction and supervision of the Credit Manager

• Investigates and verifies the financial status of new and existing customers as necessary.
• Prepares files to substantiate findings, recommend rejections, approvals, and assignment of credit limits.
• Validates credit limits as necessary to ensure adequacy to accommodate the current business volume.
• Use Experian reporting to evaluate customer financial data, in addition to credit reference inquiry as necessary.
• Review collection reports on a regular basis and ascertains the status of balances and open receivables assigned to a specific area.
• Review and approve orders on “credit hold” throughout the day
• Audit delinquent accounts to make sure adequate measures have been taken both internally and with outside support services.
• Recommend accounts to be written off to Bad debt on a monthly basis and file paperwork/claims to be presented to outside agencies for collections.
• Handle all customer service inquiries by both internal and external customers.
• Prepare delinquency reports on a monthly basis for management review
• Prepare other reports as directed by management,
• Advise management of problems, issues, procedural changes necessary, etc. to ensure compliance with existing policies
• Other duties as assigned

Required Knowledge, Skills, and Abilities:

• Strong working knowledge of general business and specifically accounting principles
• Strong verbal and written communication skills.
• Ability to interpret customer purchase orders, contracts, IT billing requirement documents, etc.    
• Knowledge of Billing and A/R systems- AS400 experience preferable.
• Strong knowledge of Microsoft Office products.
• Ability to work in a remote environment towards team goals.
• Salesforce experience is a plus.

Education and Experience:

• At least 5 years experience in Credit or related field.
• Bachelor’s degree preferred

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee is occasionally required to sit and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.  The noise level in the work environment is usually moderate.

Equal Opportunity and Non-Discrimination

Transcat is an equal opportunity employer and prohibits discrimination on the basis of any protected status.  All qualified applicants will receive consideration for employment without regard to age, color, creed, disability, domestic violence victim status, gender identity, genetic predisposition or carrier status, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, status as a protected veteran or as a member of any other protected group or activity.

We will make reasonable accommodations for personnel with disabilities to enable them to perform the essential functions of this position unless to do so poses an undue hardship on the company or a direct threat to health and safety.