Credit Analyst I

Posted 7 Days Ago
Be an Early Applicant
San Luis Potosí, MEX
Hybrid
Junior
Information Technology • Security
The Role
Manage past-due accounts, collections, customer disputes, credit-term recommendations, and bad-debt risk analysis. Prepare cash receipt forecasts and reporting on collection activity and account performance. Collaborate with customers and internal teams to resolve invoice, contract, purchase order, and proof-of-delivery issues while identifying process improvements to enhance cash flow.
Summary Generated by Built In

Be responsible for ensuring past due and collection metrics are achieved on a moderately complex portfolio of accounts. Activities include establishing and maintaining contact with customers concerning past due invoices, payment trends, resolution of disputed invoices, and other matters related to receivables. You would interact with a variety of functional areas at various business sites related to customer disputes, invoice copies, proof of delivery, contract/PO issues, etc. Provides monthly cash receipt forecasts and various analysis. 

JOB DUTIES:

  • Manage past-due collections and take appropriate action on delinquent accounts.
  • Analyze account statements, payment trends, and customer financial behavior to minimize bad debt risk.
  • Maintain strong customer relationships, resolve disputes, and promote customer satisfaction.
  • Recommend credit terms and support credit-related decision-making.
  • Prepare monthly cash forecasts and provide reporting on collection activities and account performance.
  • Identify opportunities to improve collection processes, reduce risk exposure, and enhance cash flow performance.
     

YOU MUST HAVE:

  • 1 years of  experience in Accounts Receivable, Accounts Payable, Customer Service or a Finance related role
  • Prior experience with advanced usage of the English  language inclusive of written and verbal communication.
  • Proven ability to manipulate and update Microsoft Excel documents to track customer invoicing– working experience with pivot tables, formulas, and macros

WE VALUE:

  • Strong problem solving & analytical skills
  • Finance, Customer Service, or Business experience
  • Negotiation and influencing skills
  • Working knowledge on SAP AR system
  • Strong PC skills and experience with Microsoft products
  • Basic Knowledge of accounting principles
  • Improvement and results oriented mindset
  • Basic knowledge of credit risk management

SHIFTS AVAILABLE:

1st Shift

  • Summer Time: 6:00am to 3:30pm
  • Winter Time: 7:00am to 4:30pm

2nd Shift

  • Summer Time:7:00am - 4:30pm
  • Winter Time: 8:00am - 5:30pm

WHAT'S IN IT FOR YOU:

  • Benefits that go beyond Mexican labor law, ensuring your well-being and peace of mind.
  • A collaborative and inclusive work environment where your contributions are valued.
  • Opportunities for continuous professional growth and skill development through training, mentoring, and challenging projects.
  • Access to cutting-edge tools, resources, and a supportive team to help you excel.
  • The chance to work with a global, innovative company shaping the future in its industry.

#LI-CM1

#LI-Hybrid

About Us

ADI is a leading global distributor and solutions provider of security, AV, and smart living technologies, helping professionals deliver smarter, safer, and more connected experiences for homes and businesses around the world. Through trusted brands, exclusive solutions, and strong industry partnerships, ADI supports more than 110,000 customers across residential and commercial markets globally. From security and video surveillance to networking, audio, automation, fire, and connected technologies, ADI offers a broad portfolio of products, services, and software designed to support the evolving needs of integrators, installers, and technology professionals. With a global team spanning operations, sales, supply chain, digital, customer experience, engineering, and more, ADI combines deep industry expertise with innovation and service to help customers grow and succeed in an evolving industry. At ADI, our teams help create the technologies, partnerships, and experiences that keep people connected, protected, and supported every day. Learn more at www.adiglobal.com.

You can find out more about how the talent community works here: ADI Talent Community Terms. Our recruitment privacy notice ADI - Recruitment Privacy Notice describes in more detail how we process your personal data and how you can exercise your personal data rights.

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Skills Required

  • At least 1 year of experience in Accounts Receivable, Accounts Payable, Customer Service, or a finance-related role
  • Advanced written and verbal English communication skills
  • Experience manipulating and updating Microsoft Excel documents for customer invoicing, including pivot tables, formulas, and macros
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The Company
HQ: Melville, NY
2,041 Employees

What We Do

For more than 25 years, ADI Global Distribution has been the leading security and low-voltage distributor professionals rely on. Our industry solutions enable dealers and integrators to operate more efficiently and offer reliable services. Through our partnership with more than 700 leading suppliers, ADI offers the industry's largest product selection. With more than 350 thousand products in-stock every day available in 195 stocking locations across 17 countries and online through our Digital Branch, our customers can access the newest technologies and solutions at the best prices year-round. ADI provides the services, solutions, and support you need to help your business grow and save you time and labor on every project. Our customers depend on ADI for system design support, device programming, and in-person and digital training opportunities

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