Credit Analyst I

Title

Financial Business Analyst

Job #

51055

Classification

Finance

Location

Moon Township, Pennsylvania

Hourly Rate

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Position Description

Seeking a Financial or Accounting Business Analyst for a full time position with benefits. This is not for an IT Business Analyst.
Primary Role::
* Assist in loading tax exemption certificates into the Vertex tax software company utilizes.
* This entails entering specific data points into an Excel spreadsheet and archiving tax certificates for support on future Audits.
* Assist in creating tax credit memos when tax was charged to customers in error.
* Send communications to customers to retrieve tax exemption certificates.
Responsibilities
* Applies systems solutions to business problems through the design of assigned system projects.
* Ability to quickly learn to navigate various applications and locate required data elements within them.
* Will be responsible for making initial contact with internal and external customers to collect data for customer set up.
* Ensure appropriate documentation and information is received in order to accurately send customer correspondences.
* Will be responsible in compiling the information necessary to make successful collection presentations to customers.
* Will provide customer service support.
* Abide by Robinson-Pattman Act, Fair Debt Collection Practices Act, Cannons of Business Credit Ethics, and Company's Ethics Policy at all times.

 

Primary Skills Required

* Strong skill set in Microsoft office applications: Word, Excel, PowerPoint, and Outlook * Intermediate to advanced excel desired * Strong analytical and problem solving skills * Strong written and verbal communication skills * Demonstrates effective customer service skills * Ability to work independently with minimum supervision * Strong organizational skills

Primary Skills Preferred

Education Required

College Degree – Accounting/Finance/Business preferred

Education Preferred

See Position Description

Work Experience Required

* 1-3 years experience financial related experience - accounting, finance, taxes, AR, collections, claims etc. * Analytical experience - data entry, financial analysis etc. * Customer service experience - primarily business to business experience desired.

Work Experience Preferred