Senior Credit Analyst
Senior Credit Analyst
Your Mission
The Senior Credit Analyst focuses on supporting the CGO, DD, SF and Collections team by being a key point of contact for handling credit reviews of new and existing customers. This senior position is instrumental in managing credit reviews for SADA and managing risk for startups, public, private and complex customer deals. In addition, this employee would help develop process improvement, document procedural.
Expectations
Required Travel -None
Onboarding/Training - The first several weeks of onboarding are dedicated to learning and will encompass learning materials/assignments and compliance training, as well as meetings with relevant individuals. Details of the timeline are shared closer to the start date.
Duties & Responsibilities
- Serve as the primary point of contact for all credit reviews
- Analyze customer credit risk utilizing credit reports, customer financials & payment history for existing customers
- Strong knowledge of D&B and Credit scoring/decision reviewing existing customers and opportunities for new B2B customers
- Candidate must be a team player with a high level of personal motivation, able to work independently, able to work on multiple tasks/projects concurrently and meet multiple competing deadlines
- Review the deal opportunity along with any factual credit and financial to determine appropriate strategy; Interface with the sales team and CX in effort to mitigate and resolve all customer disputes, cash flow concerns or any collection issue, which delays timely payment
- Encourage payments to be made on time as indicated by account terms while maintaining high levels of customer satisfaction and retention
- Escalate to Supervisor accounts that are not paying or has indicated insolvency
- Update account status and notes in collections system according to established procedures
- Investigate disputes and resolve customer inquiries related to past due invoices
- Recommend process improvements to Collections Supervisor/Manager to increase efficiency and effectiveness
- Adhere to all company policies and procedures
- Perform other duties as assigned
- Support Credit & Collections Team by contributing on departmental projects and initiatives as needed
Education
- Four years of college resulting in a bachelor’s degree or working towards a degree in finance or accounting or 4-5 years of relevant experience.
- Equivalent years of experience may be substituted for the degree requirement
Relevant Work Experience
5 to 7 years in credit & collections in a lead position or a related field.
Special Knowledge, Skills, and Abilities
- Mid level of excel experience (ability to create pivot tables and VLOOKUP's examples) for top customer reviews/meetings
- Strong Process Improvement skills and ability to run projects
- Ability to apply strategic approaches to collections
- Excellent written and verbal communication skills
- Advanced level of expertise in systems
- Excellent Time Management Skills
Supervisory Responsibility
This position does not have direct reports but does serve as a "lead" role for others doing similar work
About SADA An Insight company
Values: SADA stands for inclusion, fairness, and doing the right thing. From our very beginning, we’ve championed a diverse workplace where we support and learn from each other, amplifying the impact we make with our customers. We’re proud that our teams are composed of contributors who represent a wide array of backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer. Our five core values are the foundation of everything we do:
- Make Them Rave
- Be Data Driven
- Think One Step Ahead
- Drive Purposeful Impact
- Do The Right Thing
Work with the Best: SADA has been the largest Google Cloud partner in North America since 2016 and, for the seventh year in a row, has been named a Google Global Partner of the Year . This year, SADA was named a Google Cloud Global Partner of the year 2024. SADA has also been awarded Best Place to Work year after year by the Business Intelligence Group and Inc. Magazine, and was recognized as a Niche Player in the 2023 Gartner® Magic Quadrant™ for Public Cloud IT Transformation Services.
Benefits: Unlimited PTO, paid parental leave, competitive and attractive compensation, performance-based bonuses, paid holidays, generous medical, dental, vision plans, life, short and long-term disability insurance, 401K/RRSP with match, as well as Google-certified training programs and a professional development stipend.
Business Performance: SADA has been named to the INC 5000 Fastest-Growing Private Companies list for the last 10+ years in a row, garnering Honoree status. CRN has also named SADA on the Top 500 Global Solutions Providers list for the past 5 years. The overall culture continues to evolve with engineering at its core: 3200+ projects completed, 4000+ customers served, 10K+ workloads, and 30M+ users migrated to the cloud.
To request reasonable accommodation to participate in the job application or interview process, contact [email protected]. SADA complies with federal and state/provincial disability laws and makes reasonable accommodations for applicants and candidates with disabilities.