Credit Analyst

26WD97635

Position Overview
 

The Credit Analyst II evaluates customer creditworthiness and manages a portfolio of past-due accounts to minimize risk and optimize cash flow. This role balances sound credit decisions with strong customer relationship management, partnering cross-functionally to resolve issues and drive collections performance. Reporting to the Senior Manager, Credit & Collections, this position offers a flexible hybrid work arrangement.
 

Responsibilities

• Manage a portfolio of assigned accounts that are behind schedule in their payments to the Company. Research account financial / operating situation to identify indications of deteriorating financial conditions. Contact customers regarding payment of overdue invoices. Secure information from customers regarding the basis for non-payment, including:

• Customer’s temporary financial inability to pay the invoice short term

•  Customer’s dissatisfaction with some element of the Company’s products or services and need for resolution of product/service issue prior to payment

• Customer’s long-term financial insolvency and potential for never paying the invoice

• Maintain an ongoing program of appraisal and analysis of account activity / payment status. Identify accounts whose continued failure to adhere to payment schedules / honor payments commitments indicates limited potential for securing payments through continued collections efforts. Make recommendations as appropriate to department management regarding the viability of transferring accounts to a third-party collections agency or legal action

• Manage customers tax deductions and the maintenance of relevant supporting documents

• Support credit and collections data maintenance and reporting

Credit Evaluation

• Conduct financial research regarding the credit worthiness of customers and potential customers, using available credit rating services, annual financial statements, information from financial institutions, other creditors, public/private sector sources, and information obtained directly from customers to determine the viability of extending credit to customers relating to the purchase of the Company’s products and services

• Investigate information relating to credit applications that is inconsistent with other reported data / information, or that indicates a possible concern with the applicant’s financial / operating stability. As appropriate, contact applicant representatives directly to secure clarifying / supplemental data regarding the issue of concern

• Make business decisions regarding the viability of extending credit to customers and potential customers using the Company’s established credit matrix and corresponding processes to determine credit worthiness. Identify and approve credit applications of customers whose financial / business performance meets matrix requirements, subject to the Analyst’s assigned financial limitations. Identify and disapprove credit applications of customers whose financial / business performance fails to meet matrix requirements or whose past record of business activity with Autodesk / record of payments indicates an unacceptable credit risk. Develop and maintain written documentation of all approved / disapproved credit decisions• Develop formal written / oral analysis of marginal credit applications, escalating the credit application to regional credit management for evaluation and determination. Ensure supporting credit analysis includes information relating to all factors considered relating to the application’s credit worthiness as defined within the parameters of the credit matrix

Coordination

• Negotiate with customers experiencing short-term financial constraints to secure commitments to pay amounts due in the shortest time possible, (including arrangements for rescheduling of the payments process). Follow up with customers to ensure commitments to pay are honored. Team with Company Channels/Sales as necessary to secure support for payment

• Work with dissatisfied customers to identify the nature of the problem relating to the Company’s products and/or services and with Company Operations to arrange for appropriate technical staff support to address/rectify the issue. Team with Company Channel/Sales to resolve the customer issue and secure customer payment

• Provide ongoing updates of client contact / client commitments discuss negotiating strategy / possible alternatives, review performance to date against the Company’s standard metrics

Minimum Qualifications

• Bachelor’s degree preferred 

• 5+ years of credit and collections experience 

• SAP experience required 

• Strong Excel and data analysis skills 

• Salesforce experience preferred 

• Strong negotiation, communication, and stakeholder management skills 

• Analytical mindset with attention to detail

Preferred Qualifications

• Salesforce experience 

• Experience reporting into a multinational/matrixed environment 

• International languages (Spanish, French, German, etc.) 

• Experience dealing with online customer billing portals 

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