Credit Analyst II

Covetrus - Dublin, OH

Full-time - Mid Level

Dublin, OH

Professional, Scientific, and Technical Services

About the position

As a Credit Analyst II at Covetrus, you will serve as a lead information source for establishing and monitoring corporate and non-corporate customer accounts. Your role will involve maintaining up-to-date information in the customer master file and lease processing, ensuring compliance with company policies, and supporting the mission to provide the best customer experience possible. You will be responsible for reviewing and processing new customer applications to establish or reactivate accounts, assigning appropriate credit terms and limits, and communicating with customers and sales teams regarding any limitations on requested terms or limits. Negotiation of modified terms or limits will also be part of your responsibilities. In this position, you will control, process, and update all customer information in the system, including daily updates of addresses, names, and phone numbers, as well as entering territory changes as necessary. You will monitor and control the process of establishing Initial Stocking Order (ISO) special billing accounts, notifying the credit supervisor or Senior Credit Analyst and sales of account setups and closures. Your communication will extend to Territory Managers, DC Managers, customers, Regulatory Affairs, and eBusiness to ensure compliance with customer maintenance issues, including credit terms and limits for new accounts and ISOs. You will also provide trade references to other vendors regarding mutual customers and control corporate customer limits, which require detailed analysis. This includes pulling monthly summary reports and collaborating with collection agents and managers to identify customers needing further review. As the primary contact for Strategic Account Managers and corporate customers, you will gather data to determine the growth trajectory of high-limit customers, document detailed credit financial analyses, and report findings to management. Additionally, you will assist in monitoring lease and third-party finance agreement transactions, working with third-party contacts to confirm purchase orders and shepherding orders through to final billing and collection. Your role will also involve monitoring ISO accounts and special billing requests, approving limits, releasing orders, and communicating with sales as necessary. You will perform other duties as assigned, contributing to the overall success of the credit department and the company.

Responsibilities

• Review and process new customer applications to establish or reactivate accounts, including assigning appropriate credit terms and limits.
• Communicate with customers and sales regarding any limitations on requested terms or limits, including negotiating modified terms or limits.
• Control, process, and update all customer information in the system, including daily updates of addresses, names, and phone numbers.
• Monitor and control the process of establishing Initial Stocking Order (ISO) special billing accounts, notifying relevant parties of setups and closures.
• Communicate directly with Territory Managers, DC Managers, customers, Regulatory Affairs, and eBusiness to ensure compliance with customer maintenance issues.
• Provide trade references to other vendors regarding mutual customers.
• Control and monitor corporate customer limits, pulling monthly summary reports and collaborating with collection agents and managers.
• Act as the primary contact for Strategic Account Managers and corporate customers to determine growth trajectory of high-limit customers.
• Gather data such as customer financial statements and credit-related reporting to document detailed customer credit financial analysis.
• Collaborate with management on Daily Order Release report to evaluate assigned credit limits and make recommendations as necessary.
• Assist with monitoring lease and third-party finance agreement transactions, confirming purchase orders and shepherding orders through to completion.
• Monitor ISO accounts and special billing requests, approving limits and releasing orders as needed.

Requirements

• Bachelor's degree in Accounting, Finance, or Business related field required.
• Minimum of three years of experience in a credit department and/or as a customer service representative, preferably in a commercial collecting environment.
• Experience working in a fast-paced environment.
• Proven ability to meet and exceed deadlines.
• Knowledge of generally accepted accounting principles, including the ability to interpret financial statements.
• Demonstrated ability to negotiate effectively.
• Ability to prioritize and function independently.
• Ability to compose business correspondence; familiarity with PCs; typing ability; and excellent organizational, spelling/grammar, and telephone skills.

Nice-to-haves

• Experience in veterinary medicine or related fields.
• Familiarity with credit analysis software or tools.

Benefits

• 401k savings & company match
• Paid time off
• Paid holidays
• Maternity leave
• Parental leave
• Military leave
• Other leaves of absence
• Health, dental, and vision benefits
• Health savings accounts
• Flexible spending accounts
• Life & disability benefits
• Identity theft protection
• Pet insurance
• Variable Incentive for sales positions
• Eligibility for a short-term incentive plan for certain positions