- Communication skills
- Microsoft Excel
- Computer networking
- Bachelor’s degree
The Credit and Collection Analyst is a true customer Account Manager, with responsibility to serve an entire account from end to end. The analyst will use skillful networking and relationship building skills to successfully support the customer’s account needs, while following RDC policies and procedures.
The Credit and Collection analyst will evaluate credit limits, review new opportunities, and make credit decisions on customer orders based on account performance and other credit related data. The analyst will build effective customer relationships and partner with internal business stakeholders to maximize collections and sales. This position will also be required to perform periodic credit reviews on existing customers, spread and analyze financial statements, work with trade credit reports, provide in depth credit reviews, and provide credit limit related recommendations.
Key Roles & Responsibilities
Take responsibility for all account receivables by setting collection priorities within assigned portfolio to achieve or exceed stated collection metrics under minimal supervision.
Proactively confers with customer via telephone calls and emails in an attempt to determine the reason for overdue payment and secure payment.
Records information about the customer and status of collection efforts in SAP and/or other approved software.
Researches and identify payment discrepancies, reconciles accounts, and logs disputed items.
Deliver difficult and complex messages, while maintaining relationships.
Manage daily order releases and escalate held orders as necessary per credit policy to resolve payment issues.
Analyze Customer’s financial data to ensure the proper valuation of default and collections risk as well as proper exposure aggregation.
Underwrite customer’s credit limits and approve new equipment opportunities
Follow established credit policies and procedures to ensure quality and adherence to internal controls and auditing requirements.
Negotiate payment plans with customers when necessary that will achieve both sales and cash flow objectives.
Negotiate settlements of impasse items that minimize write-offs.
Escalates accounts to credit management and outside collection agencies as needed.
Maintain relationships with internal stakeholders.
Other credit and collection duties as assigned.
Bachelor’s Degree in Accounting, Finance, Business Management/Administration, or related area preferred.
5 years of professional experience in collection and credit risk assessment. Experience in lieu of a degree may be considered.
Strong skills in organization, negotiation, persuasiveness, follow-through, and self-starter.
Experience in SAP preferred.
Experience with Microsoft software with intermediate Excel skills.
Ability to prioritize multiple tasks.
Excellent communication skills (written and verbal)
Relocation benefits will not be provided for this role.
Who we are
At Roche, more than 100,000 people across 100 countries are pushing back the frontiers of healthcare. Working together, we’ve become one of the world’s leading research-focused healthcare groups. Our success is built on innovation, curiosity and diversity.
As a global leader in healthcare, Roche Diagnostics offers a broad portfolio of products, tools and services that help in the prevention, diagnosis and management of diseases like HPV, HIV, hepatitis and diabetes as well as other medical conditions, such as fertility and blood coagulation. These products and services are used by researchers, physicians, patients, hospitals and laboratories worldwide to help improve people’s lives.
Unless entitled to a reasonable accommodation under applicable law, employees are required to be fully vaccinated against COVID-19 in accordance with customer requirements, the company’s health and safety obligations and/or applicable law or guidelines.
Roche is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
If you have a disability and need an accommodation in connection with the on-line application process, please email us at US.Accommodation@roche.com.