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Credit Operations Analyst

22 - 30$
Формат работы
remote (только USA)
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Credit Operations Analyst (Excel/Power BI/Tableau): Coordinating credit, leasing, loan-financing, customer-account, and regulatory processes while analyzing activity and improving reporting workflows with an accent on advanced Excel modeling, dashboard reporting, account compliance, and customer data accuracy. Focus on streamlining lease and credit operations, resolving account and identifier discrepancies, mentoring analysts, and reducing process errors and costs.

Location: Ohio, US — 100% remote

Salary: $22–$30

Company

hirify.global provides animal-health technology, products, services, and insights for veterinary practice partners.

What you will do

  • Coordinate and monitor sales involving third-party lease companies, loan-financing institutions, customers, sales teams, and collections teams; track leasing activity and produce monthly analyses.
  • Support the development and improvement of lease transaction processes, communicate process and vendor changes, and provide updates to the Credit Department.
  • Work with analytics team members on Power BI and Tableau dashboards and reports; use advanced Excel skills, including pivot tables, macros, and complex formulas, to analyze data, build models, and streamline reporting.
  • Process and review new and reactivated account applications, assign appropriate credit terms, and assist with determining limits for high-dollar accounts.
  • Maintain customer information, identifiers, ISO account records, and sales-reporting data; resolve discrepancies and ensure compliance with DEA and other state and federal regulatory agencies.
  • Mentor analysts, conduct cross-training, handle escalated calls in the manager’s absence, and support projects that improve efficiency and reduce costs.

Requirements

  • Knowledge of basic accounting principles.
  • Strong Microsoft Office skills, including Microsoft Excel.
  • Basic understanding of Power BI or Tableau dashboards and reports.
  • Ability to negotiate, prioritize work, and function independently.
  • Excellent verbal and written communication skills, including telephone etiquette and accurate professional business correspondence.
  • Extremely organized and detail-oriented.

Nice to have

  • Basic understanding of SQL.

Culture & Benefits

  • 100% remote work from Ohio, US.
  • 401(k) savings plan with company match.
  • Paid time off, paid holidays, maternity, parental, military, and other leaves of absence.
  • Health, dental, vision, health savings, flexible spending, life, and disability benefits.
  • Identity theft protection, pet insurance, and potential eligibility for a short-term incentive plan.

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