The Accounts Receivable Credit Analyst is responsible for managing customer credit accounts and supporting accounts receivable activities for an assigned group of customers. This role reviews customer credit information, establishes and maintains credit limits, releases credit-held orders, follows up on past-due balances, and helps resolve account and payment issues.
This role works closely with Sales, customers, and internal teams to resolve credit and payment issues, keep customer orders moving, and ensure accounts are managed in accordance with company policies and established credit guidelines.
Essential Functions
- Review and maintain customer credit limits for new and existing customers in accordance with company guidelines.
- Review and release credit-held orders throughout the day, working closely with Sales to resolve issues and minimize delays to customer orders.
- Perform accounts receivable collections by phone, email, and written communication; follow up on past-due balances and escalate issues as appropriate.
- Research and resolve invoice discrepancies, short payments, overpayments, and customer disputes in partnership with Sales and internal teams.
- Review credit reports, payment history, trade references, and other customer information to support new account setup and credit-limit decisions.
- Complete periodic customer credit reviews and update credit limits based on payment history, credit information, and company guidelines.
- Monitor accounts receivable aging and past-due balances and take appropriate follow-up action.
- Prepare mid-month and month-end credit and A/R reports and participate in reporting calls with Sales leadership and management.
- Maintain accurate customer credit and A/R records and follow established company policies and procedures.
- Build positive working relationships with Sales and customers while resolving credit and payment issues.
Experience, Education and Skills
- High school diploma or GED required; Associate’s degree in Accounting or a related field preferred.
- 3+ years of experience in credit, accounts receivable, collections, accounting, customer accounts, or a related area.
- Experience working with customer accounts, credit limits, collections, or accounts receivable preferred.
- Ability to review credit reports, payment history, and customer information and make sound credit decisions within established guidelines.
- General understanding of accounts receivable and basic accounting principles.
- Strong problem-solving, communication, organization, and decision-making skills.
- Ability to effectively partner with Sales and customers to resolve credit and payment issues.
- Proficiency with Microsoft Office, including Excel, Word, and Outlook.
- Ability to manage multiple priorities and work effectively in a fast-paced, deadline-driven environment.
Skills Required
- High school diploma or GED
- Associate's degree in Accounting or related field
- 3+ years experience in credit, accounts receivable, collections, accounting, customer accounts, or related area
- Experience with customer accounts, credit limits, collections, or accounts receivable
- Ability to review credit reports, payment history, trade references and make sound credit decisions
- General understanding of accounts receivable and basic accounting principles
- Strong problem-solving, communication, organization, and decision-making skills
- Ability to partner effectively with Sales and customers to resolve credit and payment issues
- Proficiency with Microsoft Office, including Excel, Word, and Outlook
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment
SunSource Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SunSource and has not been reviewed or approved by SunSource.
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Healthcare Strength — Healthcare Strength: Medical, dental, and vision coverage with plan options are offered alongside wellness programs and an EAP. Offerings also include HSA/HRA and FSA choices that broaden the health coverage scope.
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Retirement Support — Retirement Support: A 401(k) with company match is included and called out in employer-provided materials. This provides a clear foundation for long-term savings within the total rewards package.
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Leave & Time Off Breadth — Leave & Time Off Breadth: Paid vacation and holidays are part of the package, with PTO described as decent and vacation potentially capping near four weeks. These time-off elements contribute to a rounded core benefits menu.
SunSource Insights
What We Do
SunSource, a leader in industrial and mobile fluid power distribution for over 85 years, provides customers with innovative solutions that help reduce maintenance costs, lower operating costs and increase productivity. The solutions are part of the SunSource Advantage: a comprehensive program offering design and engineering support; supply chain optimization; productivity solutions; value-added services; and repair capabilities. As a national distributor with local presence, SunSource has a unique and dominant position as a full-service resource for the industrial, OEM, MRO and mobile industrial equipment industries. We distribute a broad range of components, but SunSource is much more than a distributor just supplying fluid power components or systems. Along with high-quality products, we provide a commitment to high-quality customer service and technically sound, cost-effective solutions. SunSource’s history of accomplishment and continued growth means that we give the best condition to energetic, driven people to be effective in their role. We pride ourselves on a culture that provides opportunities for development and advancement of our associates. In addition, we build meaningful relations with our customers, suppliers and internal associates. We are all bound by a pledge to a common mission toward providing the highest quality products and services within our industry and achieving the company’s growth objectives
