This role will be responsible for managing portfolios and working closely with internal stakeholders to achieve company objectives by taking part in collection activities such as conducting credit checks on new customers, maintaining client’s credit, investigating delinquent accounts and analysing account performance.

• Conduct credit checks and thoroughly evaluate credit limits to be assigned to the new customers created and inactive customers with new businesses.
• Review customers with credit holds and approve the new bookings.
• Strict implementation of credit terms and conditions.
• Monitor and analyse customers’ credit, and collection trends and identify debt issues at an early stage for resolution.
• Engage with the sales representatives by flagging detected debt issues to help maintain the client’s credit resulting in payment of invoices.
• Contact customers falling under delinquent accounts and arrange payment plans and agreements.Escalate accounts if the debtor appears to be non-paying and non-responsive.
• Manage the decision process on removing customers’ credit and suspending orders and services when payments can’t be obtained. Manage Credit Limit in Customer Master Records based on updated Client Credit Checks and Recent Client Payment Performance
• Manage complex cash application issues in collaboration between Customers, Sales Reps, and Invoice to Cash Analysts.
• Prepare cash collection forecasting for management review.
• Maintain accurate entries for HOAS and AS&T Director’s bad debt and provisioning in accordance with accounting standards.
• Prepare and conduct debt reviews with business stakeholders with actionable items to maintain customers’ creditworthiness
• Perform and complete the assigned daily collection strategy work items across all transactions. Contact customers via calls and emails, sending invoices and requests for payment.
• Resolve client disputes and follow through to satisfactory resolution which results in payment of invoices.
• Monitor customer account details for nonpayments, delayed payments, and other irregularities.
• Maintain call and email logs and expected payment dates to bring the account current and conduct follow through. Document collection notes in the system.
• Call customers and process approved credit card payments following GDPR and PCI compliance.
• Maintain positive and collaborative relationships with internal and external stakeholders to ensure performance targets are met on a daily, weekly, and monthly basis.
• Perform Incident Management through Root Cause Analysis, Corrective Actions and Preventive action planning as needed
• Update Process Documentation and Training Materials as needed.
• Perform and participate in tasks and special projects that may be assigned from time to time and whenever needed.

PERSON SPECIFICATION

• Candidates must possess at least a Bachelor’s/College Degree in Accountancy or Finance and/or equivalent courses. Certification of Public Accountancy is preferred, but not required.
• Minimum of three (3) years of relevant Credit Controllership/Management, Accounts Receivables, Order-to-Cash or Business-to-Business Collections, preferably from global shared services environments and/or multinational companies.
• Preferably with Oracle System, Adbook and/or Salesforce, Archimedes, CRM background but not required.
• Amenable to work in a US shift schedule and on a hybrid arrangement (2x in BGC office and 3x work from home)

CORE COMPETENCIES

• Attention to Detail – Ability to notice both minute and pertinent details of transactions, situations and documents; thorough and conscientious when performing work.
• Effective Communication – Can convey clear and convincing oral and written communication to individuals or groups effectively taking into account the audience and nature of information being presented. Uses appropriate strategies to gain genuine agreement and commitment.
• Customer Service – Ability to work with internal and external clients, assess needs, provide information or assistance, resolve concerns, or satisfy their expectations; committed to providing quality products and services.
• Problem Solving – Ability to identify problems; determine accuracy and relevance of information; use sound judgement to generate and evaluate alternatives and make recommendations.
• Collaboration with Peers – Coordinates with teams across department, organisation, and global boundaries; Builds and maintains a broad network of relationships with the aim of promoting and developing the organisation.
• Drive for Results – Consistently maintains high levels of productivity; Shows a passion for improving the delivery of services with a commitment to continuous improvement.
• Relational Acumen – Ability to develop, maintain and adapt relationships and stakeholder networks to ensure facilitation of required action; the delivery of relevant feedback and the development of relational trust.