Description Job Summary: We are seeking a Credit Analyst with experience in financial analysis and credit assessment, particularly within the context of businesses leveraging Great Plains (Microsoft Dynamics GP) for accounting and finance operations. The ideal candidate will be responsible for evaluating creditworthiness, assessing risk levels, monitoring accounts, and supporting the company's credit and collections process. This is a pivotal role in helping the organization maintain strong financial health while optimizing its cash flow. Key Responsibilities: Credit Review & Risk Assessment + Analyze financial statements, payment history, and other credit data to recommend credit limits and terms for new and existing clients. + Conduct risk evaluations using internal scoring models and metrics based on business trends. + Prepare and present credit risk assessments and recommendations to management. Credit & Collections Operations + Utilize Great Plains (Microsoft Dynamics GP) to manage and analyze customer accounts. + Monitor daily invoicing, payment application, and account aging reports within Great Plains. + Collaborate with the Accounts Receivable (AR) team to identify outstanding payments and take appropriate action on delinquent accounts. Client Relations: + Communicate professionally with customers to resolve credit and collections issues. + Negotiate payment terms or repayment plans in collaboration with the Credit Manager, ensuring alignment with company policies. Reporting & Documentation: + Generate, review, and distribute credit and accounts receivable reports using Great Plains and Excel. + Maintain accurate documentation of credit approvals, denials, and adjustments. + Monitor and summarize key credit performance metrics, such as DSO (Days Sales Outstanding) and bad debt exposure. Compliance & Policy Adherence + Ensure compliance with company policies, procedures, and federal/state credit laws. + Assist in the ongoing development and implementation of internal credit control policies and procedures. Requirements Required Qualifications: Education + Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Experience + Minimum of 3 years of experience as a Credit Analyst or in a similar finance-related role. + Proficiency in Great Plains (Microsoft Dynamics GP) required. + Experience with credit risk assessment, account reconciliation, and collections. Technical Skills + Strong proficiency with Microsoft Excel (e.g., formulas, pivot tables, data visualization). + Solid understanding of financial accounting principles and credit analysis techniques. + Familiarity with other financial or ERP systems is a plus. Soft Skills + Excellent analytical and problem-solving abilities. + Strong organizational skills with the ability to handle multiple tasks effectively. + Clear communication and interpersonal skills for internal teams and external clients. Preferred Qualifications: + Experience in B2B credit analysis, particularly in [industry-specific context, e.g., manufacturing, services, wholesale]. + Relevant certifications such as Credit Business Associate (CBA) or Certified Credit Executive (CCE). Work Environment: + Professional office setting with flexibility for remote or hybrid work (as applicable). + May require occasional communication after business hours to chase collections or assist international clients. Compensation and Benefits + Competitive salary based on experience. + [Optional: Include benefits such as health insurance, retirement plans, PTO, professional development programs, etc.] By highlighting the need for Great Plains (Microsoft Dynamics GP) expertise alongside core credit analyst skills, this job description ensures the role aligns with your organization's software environment and financial goals. Let me know if you'd like assistance refining this further! 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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .