Billing Analyst

Job Summary

The Accounts Receivable (AR) Team Billing Analyst is responsible for evaluating the creditworthiness of potential and existing customers to minimize risk and ensure the timely collection of outstanding receivables. This role involves conducting thorough customer setup, credit analyses, setting credit limits, cash applications support and monitoring accounts to maintain a healthy balance between sales growth and credit risk.

Essential Functions

• Conduct detailed financial analysis of new and existing customers to assess their creditworthiness.
• Setup new customers in Dynamics verify appropriate contact information, billing requirements and portal requirements
• Determine appropriate credit limits based on analysis and company policies.
• Recommend actions for high-risk accounts to minimize potential losses.
• Work with the AR team to develop and implement strategies to improve credit policies and procedures.
• Prepare regular reports on the status of accounts receivable and provide insights into credit risk trends.
• Communicate with customers to gather necessary financial information and resolve any credit-related issues.
• Maintain accurate and up-to-date records of credit evaluations, credit limits, and correspondence.
• Provide support for Cash Applications Analyst II as well as other AR Teams.
• Other duties as assigned.

Knowledge, Skills, and Abilities

• (S) Customer Service Skills.
• (A) Ability to identify and resolve problems.
• (K) Advanced proficient with Microsoft Office 365.

Supervisory Responsibilities (Edit the below if need be.)

• This position has no supervisory responsibilities.

Work Environment and Physical Demands (Edit the below if need be.)

• In office environment
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

Travel (Edit the below if need be. If travel is required, please provide a percentage.)

• This job requires no planned business travel.

Education and Experience (Edit the below example to accurately reflect what is required.)

• High School graduation or equivalent is required.
• Minimum 2 years of AR Collections experience preferred.
• Experience in technology platforms especially in the functions of configuration, reporting, dashboards, and data management.

Disclaimer (No action needed from this point forward.)

Benefits:

• Continuous training and development program
• We offer a full benefits package including health, dental, vision, supplement insurance plans and a 401K with company match.
• The company benefits include life insurance, short and long-term disability.
• My Personal Health Assistant program for a healthier you.

Disclaimer

This is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Equal is Greater

At DuraServ, Inclusion and Diversity are more than just words for us as our teams have a positive impact on our employees, customers, and community stakeholders from every background.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity. DuraServ is proud to be an equal opportunity workplace.

DuraServ is an equal opportunity employer and values diversity. All employment is decided based on qualifications, merit, and business needs.