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Financial Analyst-Management Track

SUMMARY:
A Financial Analyst assists in protecting the financial assets of the company within CED Credit Offices. The desired candidate will use discretion and independent judgment to investigate credit granting, manage a portfolio of receivable accounts, and review and execute legal documents on the behalf of CED. Relocation will be required for this position at the end of the training period. The ideal candidate requires self-motivation, must prioritize effectively, and work successfully with minimal supervision. This role is a customer-serving role, and while it does not solely focus on collections, does include collections responsibilities. This role will begin as a Financial Analyst with the intent that in 12-36 months, the candidate will be prepared to relocate and operate their own credit office.
 
REPORTS TO: Division Credit Manager
 
ESSENTIAL SKILLS AND COMPETENCIES:
·       Excellent verbal and written communication skills
·       College degree preferred will consider related experience in lieu of degree
·       Experience in credit and collections
·       Negotiation skills
·       Microsoft Office Suite software (proficiency with Excel a must)
·       Excellent verbal and written communication skills
·       Detail oriented
·       Excellent math skills
·       Must be a self-starter who can handle a heavy volume of work and be able to handle multiple tasks at the same time
·       Able to solve problems
·       Maintaining a pleasant personality under stress
 
ESSENTIAL JOB FUNCTIONS:
·       Be able to manage a large accounts receivable portfolio which includes negotiating, financial review, and creating plans of action with customers and the Division Credit Manager.
·       Operation and maintenance of the daily, monthly, and quarterly functions of CED's 9ci computer system.
·       Recommend best method of collection on delinquent accounts in collaboration with the Division Credit Manager and Profit Center Manager, and escalating collection activities as required by business circumstances.
·       Ability to review credit applications and complete credit investigation to grant credit and establish up six figure credit limits.
·       Assisting the Division Credit Manager to maintain and enforce CED’s lien and bond rights for secured projects.
·       Drafting and completing lien waivers per customers’ requests.
·       Using experience and customer knowledge to determine the proper time to place accounts on credit hold in collaboration with the Division Credit Manager and Profit Center Manager.
·       Face-to-face customer meetings to establish and maintain strong relationships with customers and Profit Center Managers.
·       Negotiating differences with customers and developing plans for payment and dispute resolution.
·       Presenting payment, status, plan, reports, and information to management for quarterly credit meetings.
·       Maintaining professional relationships with Credit and Profit Center managers and external customers.
·       Routinely working with customers to collect open accounts receivable.
·       Facilitate in-bounding customer calls, mail, and faxes, answering customer questions and directing to the right personnel.
·       Various clerical duties.
 
QUALIFICATIONS
·       Bachelors degree in business related field, or equivalent work experience
 
 
NOTE: Because positions may evolve due to the needs of the business, this job description may not list all essential functions and is not designed to contain a comprehensive listing of all required activities, duties, or responsibilities. Other essential functions, duties, responsibilities, and activities may be assigned at any time, with or without notice.
 
 
CED is an Equal Opportunity Employer - Disability | Veteran