Credit Analyst (B2B Collections)

  • BDO Global
  • San Francisco, California
  • Full Time

Job Summary:

The Credit Analyst manages the full scope of collections for assigned accounts to ensure payment is received on a timely basis.

Job Duties:

  • Reviews past due accounts receivables daily for assigned accounts
  • Manages collection activities, including, but not limited to, phone communications to customers to secure payment for assigned accounts and adjusting payment terms and/or schedules
  • Assesses and determines appropriate next steps in addressing delinquent accounts in an effort to establish a resolution involving satisfactory terms for all parties involved
  • Documents the results of collection calls, and communicates progress of accounts to principals, engagement team and regional finance on a timely basis
  • Interacts with key members of firm and client management to resolve billing disputes and service issues
  • Reviews Dunn & Bradstreet reports to make a determination on accounts that require continued attention and focus due to poor credit history patterns with the firm and/or other vendors
  • Analyzes stagnant accounts, and determines the need for escalation to a Finance Manager or Director for further action
  • Utilizes firm best practices to implement process changes to rectify service issues, including, but not limited to, recommending changes to customer payment terms or developing billing schedules based on a client's cash flow
  • Other duties as required

Supervisory Responsibilities:

  • N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

  • High School Diploma or equivalent, required
  • Associate's or Bachelor's degree in Accounting, Business Administration, or Finance, preferred

Experience:

  • Two (2) or more years of credit / collections field experience, required
  • Prior commercial (B2B) collections experience, preferred
  • Professional services firm experience, preferred

License/Certifications:

  • N/A

Software:

  • Proficient in the use of Microsoft Office Suite, required

Other Knowledge, Skills & Abilities:

  • Excellent verbal and written communication skills
  • Strong customer service skills
  • Basic negotiation skills
  • Ability to work in a demanding environment
  • Capable of effectively analyzing and resolving issues and questions in a professional manner
  • Ability to successfully manage multiple projects with an attention to detail while working independently
  • Knowledge of firm's collections procedures

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $28.85/hr - $33.66/hr

Maryland Range: $28.85/hr - $33.66/hr

NYC/Long Island/Westchester Range: $28.85/hr - $33.66/hr

Job ID: 520945663
Originally Posted on: 5/13/2026

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