Credit Analyst

Experience: Not Available to Not Available years

Location: Monterrey, Nuevo León, Mexico

Skills: Excel, Outlook, Share Point, Salesforce, ServiceNow, DNBi, CRMZ, organizational skills, accounting principles

Company Overview
Blue Yonder Title: Credit Analyst Overview : The Credit Analyst is responsible for managing the credit approval process for all new contracts/SOWs, utilizing the below sites as ticketing systems for internal sales team requesting credit reviews of their expected contract: Credit approval delta report ServiceNow ticketing system Consulting’s Share Point site

Scope
Core responsibilities will be to utilize core reporting forums and customer history with Blue Yonder to provide needed details to team members based on Blue Yonder’s approval matrix This individual will be part of the credit and collections team that is based in the Americas and includes six collectors and two cash applications specialists located in both Scottsdale AZ and Monterrey MX. The successful individual will have strong communication skills, excellent organizational and excel skills and the ability to follow credit policy

Our current technical environment
Software: Excel, Outlook, Share Point, Sales Force & ServiceNow Applications: DNBi & CRMZ reporting portals

What you’ll do
Gather financial information from CRMZ, DNBI, customers history with Blue Yonder and other sources to review their creditworthiness.



Review and report on customers' current invoice status and payment history to determine credit risk. Work with the Management team, Collections Team and other internal BY associates to help resolve issues preventing credit approvals. Enters the approvals and comments within Salesforce to reflect the status of the credit approval for the contract / SOW. Maintain reports using Excel for ease in reviewing prior credit given as well as accounts that we are holding or have approved with prepay terms. Other duties, including supporting the collections team as needed.

What we are looking for
Robust Excel skills Strong organizational skills Ability to compile data from multiple sources into one single easy to read format Basic understanding of accounting principles, particularly relating to Collections and cash application Excellent, clear communications skills, particularly in using emails 2 years experience High school diploma or GED

Our Values
If you want to know the heart of a company, take a look at their values. Ours unite us. They are what drive our success – and the success of our customers. Does your heart beat like ours? Find out here: Core Values All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

📌 Credit Analyst (Mumbai)
🏢 Blue Yonder
📍 Mumbai