Credit Analyst

Your newpany

A well-established, process-driven organization in Barrie, thispany is known for its collaborative team environment andmitment to operational excellence. With a focus on financial discipline and customer service, they are seeking a team member who values structure,munication, and a long-term career fit.Your new roleOur client is hiring for a key finance team position, reporting to the Controller and working closely with a small, dedicated accounting group. Thepany values a conversational, fit-focused interview process, aiming to find someone who will thrive in their culture and contribute to their ongoing success.

• Develop and maintain a system to review the financial health of approximately 400 accounts, categorizing them by risk and determining review frequency.
• Regularly analyze financial statements, payment histories, purchasing patterns, and insurance information to assess account risk.
• Monitor accounts for changes in payment behaviour and investigate issues by liaising with district sales managers and other internal stakeholders.
• Stay on top of high-risk / problematic accounts, providing more frequent scrutiny and negotiating payment plans as needed.
• Conduct annual reviews of all dealer accounts to minimizepany risk.
• Support the credit and collections team, covering for colleagues during absences and assisting with collections and credit control as required.
• Pull and analyze data from multiple systems (Business Central, organizations’ financing, credit collections databases) using advanced Excel skills (formulas, pivot tables, data import).
• Prepare reports and make rmendations regarding credit limits, risk, and account status.
• Collaborate with the business development manager and controller on new account setups, credit limit approvals, and ongoing account management.
• Participate in a flexible, team-oriented environment, assisting with both junior and senior tasks as needed.

What you'll need to succeed

What you'll get in return