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Credit and Collection Analyst

Convergint Technologies, LLC
life insurance, paid time off, tuition reimbursement, 401(k)
United States, California, Pleasanton
Nov 25, 2024
Description

Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Credit and Collection Analyst. In this role, you will be responsible for entering service invoices in customer portals, submitting invoices to customers, following up on requests for payment via email or phone, tracking invoice progress, building and maintaining customer relationships, and assisting with other accounts receivable tasks as needed. Responsibilities also include assisting with accounting/bookkeeping duties. May provide direction and coaching to other colleagues. As a Credit and Collection Analyst, you are a part of a dynamic team that allows you to grow as Convergint grows.

For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers.

Who You Are

You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces inclusion and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Credit and Collections Analyst.

Who We Are

With 20-years of proven growth and exceptional performance, our mission is to be our customer's best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide.

What you'll do with "Our Training and Your Experience"




  • Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers.
  • Entering invoices in customer portals.
  • Following up on payments due via email or phone.
  • Maintaining detailed spreadsheet of invoice progress, aging, and customer updates.
  • Provide updates to billing team regarding customer invoice requirements to ensure timely payment of invoices.
  • Reviews invoices for accuracy and correct GL codes/PO requirements.
  • Assists manager in creating monthly revenue and gross margin forecast. Monitors and tracks against forecast.
  • Runs month end financial reports and works with manager to achieve planned financial results.
  • Performs other duties and responsibilities as requested or required.



What You'll Need




  • Proficiency in Microsoft Excel.
  • Excellent interpersonal and verbal communications skills and ability to deal with a wide cross section of people both internal and external to the business
  • Solid financial analytical skills including cost control and ability to interpret financial reports
  • Solid accounts receivable knowledge
  • Solid team orientation
  • Strong proficiency in financial software including ability to track invoices, run reports, data entry, etc.
  • Background in finance and accounting.
  • Strong planning and organizational skills.
  • Excellent written and verbal communication skills.
  • Very adaptable - responds effectively to changes in situation or information; ability to influence others and build consensus using good written and verbal communication skills.
  • Customer service oriented.



Company Benefits and Perks

Convergint fosters a supportive, accessible, and inclusive environment in which individuals of different backgrounds and identities are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits to all of our colleagues:



  • Company Holidays and Paid Time Off
  • Fun & Laughter Day Off
  • Medical, Dental & Vision Plan
  • Life insurance & Disability Plan
  • Wellness Program
  • 401K Matching Plan
  • Colleague Assistance Program
  • Tuition reimbursement
  • Competitive salary and compensation plan
  • Vehicle reimbursement plan
  • Corporate Social Responsibility Day
  • And much more...



Requirements:

Education: High School/GED or equivalent experience

Minimum Experience: 3 years billing, bookkeeping, and/or financial

Convergint is committed to a culture of Inclusion and Diversity and is an Equal Opportunity Employer.

Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Qualifications
Behaviors
Team Player - Works well as a member of a group
Functional Expert - Considered a thought leader on a subject
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Motivations
Self-Starter - Inspired to perform without outside help
Ability to Make an Impact - Inspired to perform well by the ability to contribute to the success of a project or the organization
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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