Credit and Collections Specialist Job at Robert Half (San Antonio)

Credit and Collections Specialist

Robert Half

Location:
United States , San Antonio

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Credit & Collections Specialist is responsible for managing credit and collection processes for customers within the North America Region. Key responsibilities include assessing creditworthiness, generating accurate invoices, monitoring, and following up on overdue accounts, and maintaining positive customer relationships. The specialist ensures timely payment of outstanding invoices, reduces bad debt risk, and provides exceptional customer service. They play a crucial role in reconciling accounts receivable balances and ensuring accurate payment processing.

Job Responsibility:

Manage credit and collection processes for customers within the North America Region
Assess creditworthiness
Generate accurate invoices
Monitor and follow up on overdue accounts
Maintain positive customer relationships
Ensure timely payment of outstanding invoices
Reduce bad debt risk
Provide exceptional customer service
Reconcile accounts receivable balances
Ensure accurate payment processing
Ensure regular and ongoing communication with the Reporting Manager on a daily basis
Collaborate with management to prepare and review monthly cash forecasts
Evaluate challenging accounts and engage management in finding solutions
Review and authorize quotes and sales orders
Initiate credit memos, refunds, and adjustments as required to ensure the integrity of accounts receivable aging
Provide support to the Customer Service department in addressing customer inquiries and concerns related to credit and collections matters
Fulfill customer requests by providing invoices upon their request

Requirements:

A Bachelor’s or Associate Degree in Business Administration, Finance, Management, or equivalent experience is preferred
3 years of prior experience in credit and collections is desirable
Demonstrated knowledge of credit analysis methods, including minimum proficiency in D&B and financial statement analysis preferred
Experience in performing accounts receivable reconciliation preferred
Demonstrated experience in employing effective collections methods to achieve quarterly AVIAT (Average Daily Sales Outstanding) cash and DSO (Days Sales Outstanding) goals
Proficiency in reading financial statements, conducting financial analysis, and interpreting financial ratios, particularly with a special emphasis on liquidity analysis and ratios
Demonstrated ability to maintain a proactive mindset focused on generating cash flow while preserving positive customer relationships, aligning with Aviat's primary objectives
Strong ability to thrive in a multitasking, fast-paced business environment while maintaining effective communication skills
Previous experience and knowledge of Oracle and Noetix is desired
Advanced Excel skills, including proficiency in using macros within and beyond Excel. Possession of certifications such as FMVA (Financial Modelling & Valuation Analyst) or similar qualifications combining Excel and financial analysis would be highly beneficial

What we offer:

Medical, vision, dental, and life and disability insurance
Eligible to enroll in our company 401(k) plan
Access to top jobs, competitive compensation and benefits, and free online training

Additional Information:

Job Posted:
March 21, 2026

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