Credit and Collections Analyst (B2B)
Finance, Banking & Legal · Banking & Investments · Credit Analysis · Collections
In short
As a Credit and Collections Analyst in Mexico City, you will support the migration of activities to the Shared Services Center, standardize processes, and perform day-to-day cash collection and customer management for B2B clients. This role requires a Bachelor's degree in a related field, professional experience in cash collection or accounts receivable, and proficiency with billing platforms like Zuora and Oracle.
Responsibilities
- Migrate collections activities into the SSC, support knowledge transfer, and standardize processes.
- Perform day-to-day cash collection and accounts receivable activities for B2B customers.
- Follow up with customers on overdue invoices, payment commitments, disputes, and account-related matters.
- Investigate and resolve billing, payment, and account discrepancies with internal stakeholders.
- Collaborate effectively with Billing, Treasury, Credit Management, Sales, and virtual teams globally.
- Use billing and collections platforms, including Zuora and Oracle, while maintaining accurate records and meeting agreed service levels.
- Identify opportunities to improve process efficiency, consistency, and customer experience.
Requirements
- Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or a related field.
- Professional experience in cash collection, accounts receivable, credit management, or a related finance function.
- Experience working in a B2B operational environment.
- Knowledge of Treasury and Credit Management practices.
- Hands-on experience with billing and collections platforms, preferably Zuora and Oracle.
- Experience handling customers and conducting payment follow-ups professionally.
- Strong written and verbal English communication skills.
- Ability to work effectively in virtual and multicultural teams.
- Strong analytical, organizational, and problem-solving skills.
- Ability to manage priorities, meet deadlines, and work with attention to detail.
- Adaptability and willingness to support process migrations and changes in ways of working.
Desired Qualifications
- English is required because the role works with colleagues, customers, and teammates around the world.
Benefits
- Outstanding opportunity to use your skills and imagination to push the boundaries of what's possible.
- Be challenged but not alone; join a team of diverse innovators.
- Work in a diverse and inclusive organization that champions diversity and inclusion.
- Encouragement to apply from all backgrounds and realize your full potential.
#B2B#Finance#Collections#Accounts Receivable