Job Summary
The Utility Credit Analyst will primarily be responsible for managing utility credit balance transfer and refund requests. The role involves working with utility suppliers, internal stakeholders, and client teams to research, initiate, track, and resolve credit balance requests in a timely manner.
The position requires robust attention to detail, ownership of issues from initiation through resolution, and the ability to manage multiple time-sensitive requests in a high-volume environment.
The analyst may work US business hours or a combination of US and India business hours, depending on business requirements.
In addition to credit balance management, the analyst may support special projects and other Managed Services activities, including unbilled active sites, reporting, and analysis.
Key Responsibilities
1. Credit Balance Management
• Research utility invoices and identify credit balances requiring action.
• Coordinate with utility suppliers to request credit balance refunds or transfers.
• Follow up with suppliers and internal stakeholders to ensure timely resolution of outstanding requests.
• Take ownership of credit balance requests from initiation through final resolution.
• Ensure requests are managed within the target resolution timeframe of 60 days.
2. Reporting and Documentation
• Maintain accurate and up-to-date records of all credit balance requests.
• Track request status and daily updates using Excel spreadsheets and the company’s dispute management system.
• Document all actions, communications, follow-ups, and resolutions clearly and accurately.
• Ensure documentation complies with established internal processes and standards.
• Monitor aging requests and proactively follow up on items requiring additional action.
3. Communication and Coordination
• Communicate effectively with utility suppliers, internal teams, clients, and other stakeholders to facilitate timely resolution.
• Manage both email-based and real-time communicati