Credit Analyst

Introduction

 Company Description

Carrier Enterprise (CE) is a premier national distributor specializing in residential and light commercial Heating, Ventilation, and Air Conditioning (HVAC) products, parts, and supplies. We serve licensed HVAC/R dealers and contractors, ensuring top-quality HVAC solutions across 28 states, Puerto Rico, the Caribbean, Latin America, Mexico, and Canada. With over 200+ locations, we are well-positioned to meet or exceed our customers' HVAC/R needs.

www.carrierenterprise.com

• →Account Management & Collections:
• →Manage a portfolio of accounts to achieve monthly and quarterly collections goals.
• →Conduct regular follow-ups on accounts aged over 30 days, with a focus on accounts 90+ days past due, aiming to reduce balances in the over-90-day category to less than 2%.
• →Make outbound and take inbound calls to resolve outstanding balances, maintain customer relationships, and ensure timely payment.
• →Assist in maintaining monthly targets for Days Sales Outstanding (DSO), aging, unapplied cash, and Miscellaneous credit balance reductions.
• →Document all interactions, disputes, and resolutions using external platforms.
• →Develop action plans for aged accounts over 90 days and escalate potential bad debt to the Credit Manager.
• →Ensure compliance with all company credit policies and procedures, as well as internal and external audits.
• →Assist Credit Managers with special projects as needed, including tax adjustments, credit reviews, and job account setup.
• →Participate in ongoing training to continuously improve credit and collections skills and knowledge.

• →Ensure the timely and accurate processing of payments, including Electronic Funds Transfer (EFT) and check deposits.
• →Maintain strong relationships with customers and internal teams to ensure issues are handled professionally and promptly.
• →Other Duties as Assigned.

• Bachelor’s degree in finance, Accounting, or a related field (preferred).
• Prior experience in B2B collections or a related role, including handling a high volume of outbound and inbound calls (required).
• Strong communication and interpersonal skills with a customer-focused attitude.
• Ability to manage multiple priorities and deadlines effectively.

• Ability to analyze financial data, identify trends, and develop effective solutions.
• Goal-oriented with a focus on achieving targets related to collections and accounts receivable.
• Proficient in Microsoft Office, especially Excel, Word, and Outlook.
• Familiarity with AR systems and order management processes is a plus.

• Bachelor’s degree in finance, Accounting, or a related field (preferred).
• Prior experience in B2B collections or a related role, including handling a high volume of outbound and inbound calls (required).
• Strong communication and interpersonal skills with a customer-focused attitude.
• Ability to manage multiple priorities and deadlines effectively.

• Ability to analyze financial data, identify trends, and develop effective solutions.
• Goal-oriented with a focus on achieving targets related to collections and accounts receivable.
• Proficient in Microsoft Office, especially Excel, Word, and Outlook.
• Familiarity with AR systems and order management processes is a plus.

• Safety: Ensure adherence to all safety practices and guidelines within the workplace.
• Ethics: Demonstrate integrity and follow all company policies and ethical guidelines.

• Safety: Ensure adherence to all safety practices and guidelines within the workplace.
• Ethics: Demonstrate integrity and follow all company policies and ethical guidelines.

Full-time and part-time positions are available. To explore this exciting opportunity and other career opportunities at Carrier Enterprise, visit our careers page at www.carrierenterprise.com/careers. Learn more about our company and team.  

Carrier Enterprise, LLC is an Equal Opportunity Employer and does not discriminate on the basis of age, color, race, religion, disability, sex, or national origin. We support a diverse and inclusive workplace where we employ, retain, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and competence.