Financial Analyst I -PIPELINE
Aequor JD ·www.aequor.com
Apply direct
M-F - 9 am-6pm
Temp to perm for right candidate
Screenings:
Basic Background
12 Panel Drug Screen
Required skills to be considered for the role:
- Credit analysis experience. Experience reviewing credit reports such as Experian or D&B
- Experience with order release
- Experience with credit insurance
- Bachelor's degree required
POSITION SUMMARY
MGR is looking for someone with credit analysis experience. Someone who worked for a distributor or wholesaler. Experience with D&B, Experian, Creditsafe, etc. Reviewing and approving credit limits, releasing orders, handling credit limit increase requests, experience with credit insurance a plus, someone who can perform annual, semi-annual, and quarterly reviews. College Degree is a Must have.
The senior credit analyst performs various functions which are primarily concerned with analyzing the credit worthiness of customers or prospects by conducting in-depth financial analysis to determine the risk involved in extending business to business credit.
ESSENTIAL AREAS OF RESPONSIBILITY
All areas of responsibility listed below are essential to the satisfactory performance of this position by any incumbents with reasonable accommodation if necessary. Any non-essential functions are assumed to be included in other related duties or assignments.
• Responsible for evaluating current and potential customer creditworthiness.
• Responsible for requesting, gathering and analyzing information that help justify credit limit decisions.
• Assist with order release and work with customers to obtain payment for order release.
• Will be responsible to process credit applications, assist with new customer setup and ensuring that affiliated accounts are setup properly.
• Make credit recommendations to management in the event that credit limit requirements exceed delegation of authority
POSITION REQUIREMENTS
Any equivalent combination of education, training and/or experience that fulfills the requirements of the position will be considered.
Education/Certification/Experience:
• Bachelor's degree required.
• Minimum of 3 years of experience underwriting credit in a business to business environment
Skills/Knowledge/Abilities:
• Comprehensive knowledge Financial Statement Analysis (Balance Sheet/Income Statement/Cash Flow Statement)
• Solid Understanding of Risk Metrics and Financial Ratios
• Understanding of Securitization Documents (UCCs/Letters of Credit/Notes)
• Knowledge of JDE/SAP and AS400 preferred
• Experience with various credit reporting agencies (D&B/Client)
• Active participant in industry groups NACM/CRF/CMA
• Strong verbal, written and presentation skills
• Microsoft Office Suite proficiencies: Word, Excel, PowerPoint
• Ability to work in team/cross functional environment
• Demonstrate effective customer service skills
TRAVEL REQUIREMENTS
May be required to visit customers domestically as required to support business needs
PHYSICAL REQUIREMENTS:
Occasional:
• Sitting for extended periods of time at work station or mobile equipment.
Visual Acuity:
• Perform activities such as computer work, preparing and analyzing data, and extensive reading.
Temp to perm for right candidate
Screenings:
Basic Background
12 Panel Drug Screen
Required skills to be considered for the role:
- Credit analysis experience. Experience reviewing credit reports such as Experian or D&B
- Experience with order release
- Experience with credit insurance
- Bachelor's degree required
POSITION SUMMARY
MGR is looking for someone with credit analysis experience. Someone who worked for a distributor or wholesaler. Experience with D&B, Experian, Creditsafe, etc. Reviewing and approving credit limits, releasing orders, handling credit limit increase requests, experience with credit insurance a plus, someone who can perform annual, semi-annual, and quarterly reviews. College Degree is a Must have.
The senior credit analyst performs various functions which are primarily concerned with analyzing the credit worthiness of customers or prospects by conducting in-depth financial analysis to determine the risk involved in extending business to business credit.
ESSENTIAL AREAS OF RESPONSIBILITY
All areas of responsibility listed below are essential to the satisfactory performance of this position by any incumbents with reasonable accommodation if necessary. Any non-essential functions are assumed to be included in other related duties or assignments.
• Responsible for evaluating current and potential customer creditworthiness.
• Responsible for requesting, gathering and analyzing information that help justify credit limit decisions.
• Assist with order release and work with customers to obtain payment for order release.
• Will be responsible to process credit applications, assist with new customer setup and ensuring that affiliated accounts are setup properly.
• Make credit recommendations to management in the event that credit limit requirements exceed delegation of authority
POSITION REQUIREMENTS
Any equivalent combination of education, training and/or experience that fulfills the requirements of the position will be considered.
Education/Certification/Experience:
• Bachelor's degree required.
• Minimum of 3 years of experience underwriting credit in a business to business environment
Skills/Knowledge/Abilities:
• Comprehensive knowledge Financial Statement Analysis (Balance Sheet/Income Statement/Cash Flow Statement)
• Solid Understanding of Risk Metrics and Financial Ratios
• Understanding of Securitization Documents (UCCs/Letters of Credit/Notes)
• Knowledge of JDE/SAP and AS400 preferred
• Experience with various credit reporting agencies (D&B/Client)
• Active participant in industry groups NACM/CRF/CMA
• Strong verbal, written and presentation skills
• Microsoft Office Suite proficiencies: Word, Excel, PowerPoint
• Ability to work in team/cross functional environment
• Demonstrate effective customer service skills
TRAVEL REQUIREMENTS
May be required to visit customers domestically as required to support business needs
PHYSICAL REQUIREMENTS:
Occasional:
• Sitting for extended periods of time at work station or mobile equipment.
Visual Acuity:
• Perform activities such as computer work, preparing and analyzing data, and extensive reading.
Frequently asked questions
Who is hiring for the Financial Analyst I -PIPELINE role?
Aequor JD is hiring for the Financial Analyst I -PIPELINE position, a Shazamme client. Apply directly on the employer's career site.
Where is the Financial Analyst I -PIPELINE job located?
The Financial Analyst I -PIPELINE role with Aequor JD is based in Weston, FL, US.
What does the Financial Analyst I -PIPELINE role pay?
Aequor JD lists the Financial Analyst I -PIPELINE role at up to USD 37 per hour.
Is the Financial Analyst I -PIPELINE role full-time or contract?
This is a full time position at Aequor JD.
What experience level is the Financial Analyst I -PIPELINE role?
The Financial Analyst I -PIPELINE position is aimed at mid-level candidates.
How do I apply for the Financial Analyst I -PIPELINE role at Aequor JD?
Apply directly on Aequor JD's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.