Sr. Credit Analyst

We are looking for an experienced Sr. Credit Analyst to support finance operations for a Long-term Contract position based in Santa Clara, California. In this role, you will evaluate customer credit exposure, help maintain an efficient order-to-cash process, and work closely with internal teams to support accurate and timely transactions. This opportunity is well suited for someone who combines strong financial judgment with a hands-on approach to collections, reconciliations, and process improvement in a fast-moving business environment.

Responsibilities:
• Evaluate customer financial health through detailed review of financial statements, annual filings, and payment history to determine creditworthiness and recommend appropriate credit limits.
• Oversee credit-related activities across the order-to-cash cycle, including account setup, customer onboarding, credit approvals, order review, invoicing support, and contract verification.
• Drive collection efforts by following up on outstanding balances, resolving payment issues, reconciling customer accounts, and addressing billing disputes to improve cash flow.
• Review sales orders before release by confirming purchase order details, contractual terms, tax requirements, legal entity information, and supporting documentation.
• Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transaction issues and maintain operational compliance.
• Submit invoices and supporting documentation through customer payment platforms such as Ariba and Coupa to help ensure prompt processing and remittance.
• Monitor ongoing account risk and update credit decisions as business conditions, customer performance, or financial data change.
• Contribute to acquisition support activities, compliance-related work, and continuous improvement efforts, including automation initiatives and AI-enabled collections processes.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related discipline, or equivalent relevant experience.
• At least 3 years of experience in credit analysis, accounts receivable, collections, or financial analysis.
• Demonstrated ability to assess customer risk using financial statements, including annual reports such as Form 10-K filings.
• Practical knowledge of the complete order-to-cash process and its impact on credit and receivables management.
• Strong experience with collections, account reconciliation, dispute handling, and credit limit management.
• Advanced proficiency in Microsoft Excel for analysis, reporting, and data review.
• Ability to succeed in a fast-paced environment with changing priorities and evolving processes.
• Experience with NetSuite, Ariba, Coupa, or similar finance and customer invoicing platforms is preferred.

Compensation

$38.00-$44.00 Hourly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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