Finance

• Analyze financial information to accurately record transactions and prepare financial statements.
• Review financial records and reports, ensuring they align with standard accounting practices and internal control guidelines.
• Develop and maintain timely reconciliations of balance sheet accounts and weekly cash flow forecasts.
• Partner with business units to manage and continuously improve reporting to drive actionable business insights.
• Manage an assigned portfolio of customer accounts, building relationships via phone and email.
• Resolve past-due balances by identifying root causes and partnering with customers on payment solutions.
• Maintain accurate account records, documenting collection activity and customer interactions.
• Collaborate with Credit, Customer Service and Sales teams to reduce aging and minimize bad debt.
• Monitor team interactions with customers to evaluate performance, track results and provide coaching for increased success.
• Collaborate with Collections and Sales teams to resolve customer account issues and evaluate orders stopped for credit review when needed.
• Perform in-depth financial analysis and communicate findings to support informed, high-impact business decisions.
• Oversee special projects within the Credit team.

Requirements

• Bachelor's degree in accounting or similar.
• CPA designation, or actively enrolled and pursuing.
• 3+ years of experience in accounting or similar.
• Proficiency in Excel or SQL is preferred.
• Strong written and verbal communication skills.
• High school diploma or equivalent.
• Bachelor's degree preferred.
• 1+ years of collections, accounts receivable or customer service experience in a fast-paced environment preferred.
• Working knowledge of Microsoft Word and Excel.
• Strong communication skills with a customer-focused, solution-oriented mindset.
• Bachelor's degree in Finance or Accounting.
• Credit designation (CCP) is an asset.
• 3+ years in a Credit or Collections leadership position; call-centre or queue driven B2B experience preferred.
• Proficient in Microsoft Office, especially Excel.
• Strong communicator with excellent time management and organizational skills.

Core Competencies

Demonstrates expertise in financial analysis, accounting practices, and customer account management, with a strong focus on improving reporting and driving actionable business insights. Proficient in Excel and SQL, with a proven ability to collaborate across teams to enhance performance and resolve customer issues.

Highest-signal resume keywords

• Financial Analysis
• Accounting Practices
• Customer Account Management
• Excel Proficiency
• Collections Leadership

ATS Optimization Keywords

Hard Skills

• Financial Statement Preparation
• Transaction Recording
• Balance Sheet Reconciliation
• Cash Flow Forecasting
• In-Depth Financial Analysis
• Accounts Receivable Management
• Credit Review
• Root Cause Analysis

Soft Skills

• Strong Communication Skills
• Customer-Focused Mindset
• Time Management
• Organizational Skills
• Coaching and Mentoring

Certifications & Qualifications

• CPA Designation
• Credit Designation (CCP)

Industry Keywords

• Financial Records
• Internal Control Guidelines
• B2B Experience
• CollectionsCustomer Service

Tools & Technologies

• Microsoft Excel
• Microsoft Word
• SQL
• Microsoft Office