[ref. k8036700] Finance Analyst - Credit Collection

apartmentCanon Business Process Services placeSanta Ana scheduleFull-time calendar_month5/3/25

Essential duties

Customer Relationships (external and internal)

Communication with internal and external customers (both written and verbal) to be professional and consistent with our goal of providing excellent customer service.

Query Resolution

Communicate with customers and Hong Kong Credit Collection team for timely account receivable collection, Where there are possible delays the customer is to be informed. Where the query is referred to another business unit the team remains responsible for the resolution of the query until fully resolved and contacting the customer.

All queries to be resolved within agreed SLA’s.

Credit Release/ Credit Hold

Ensure all credit release/ credit hold are properly reviewed and handled daily and/ or as required.

Customer Master Creation/ Maintenance/ Review

Review supporting documents and update customer master. Conduct credit review and update customer master after review.

Data Entry
Ensure all customer master update, credit notes and debit notes are entered into AX daily with no carryovers or errors.

Sequence Reporting is used to follow up on missing forms to ensure all revenue is captured.

Primary Job Functions:
Credit Collection:

AR monitoring, follow up and collection
AR Refund payment
Credit Hold / Release and coordination
Credit Review & Customer Creation/ Maintenance
Customer Account Review – (include Annual review)
Credit Hold / Release and coordination
Manage billing -Process DN/CN request & billing
Risk Management- Corp Compliance
Any other tasks as required.

Qualifications

Bachelor's degree in finance or any related studies.
Minimum 3 years’ experience working in credit collection / banking environment
Excellent systems and process knowledge
Excellent communications skills
Experience with finance related systems
High level of accuracy and a strong work ethic
Intermediate MS Excel skills
Excellent time management and prioritisation skills
Ability to work independently and also as part of a wider team

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