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Credit and financial operations specialist

Byron Bay
beBeeCredit
Posted: 28 November
Offer description

We are seeking a skilled professional to take on the role of Credit and Financial Operations Specialist within our Finance team. The ideal candidate will have strong analytical skills, proficiency in Google Sheets/Excel, Xero, Salesforce, or similar ERP/CRM systems, and 2-4 years experience in credit analysis, AR reporting, or financial process improvement.


About the Role

This is an exciting opportunity for an analytical individual to join our team and contribute to the success of our business. As a Credit and Financial Operations Specialist, you will be responsible for analysing customer credit performance, supporting credit assessments, and assisting with collections calls. You will also monitor DSO, aged debt, and overall ledger health, develop and maintain AR and rebate performance dashboards and reports, and track key metrics including DSO, aged debt %, CEI, and rebate recovery timelines.


Responsibilities

* Analyse customer credit performance and exposure to identify trends and risks.
* Support credit assessments and limit setting for new and existing accounts.
* Assist with collections calls and help the team achieve AR targets.
* Monitor DSO, aged debt, and overall ledger health.
* Develop and maintain AR and rebate performance dashboards and reports.
* Track key metrics including DSO, aged debt %, CEI, and rebate recovery timelines.


Requirements

To succeed in this role, you will need:

* 2-4 years experience in credit analysis, AR reporting, or financial process improvement.
* Strong analytical skills.
* Proficiency in Google Sheets/Excel, Xero, Salesforce, or similar ERP/CRM systems.

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