We are looking for a skilled Sr. Credit Analyst to join our team in San Diego, California. The ideal candidate will be responsible for evaluating creditworthiness, processing orders, and ensuring compliance with company policies. This role requires strong analytical skills, attention to detail, and the ability to communicate effectively with various stakeholders. Responsibilities:• Conduct thorough investigations into credit and financial information to assess customer eligibility for credit terms.• Evaluate and monitor customer orders for stability and recommend credit limits to management as needed.• Review order accuracy and verify completeness of required documentation before releasing holds on orders.• Analyze customer credit data, process orders, and communicate with customers and sales staff regarding discrepancies or additional information needed.• Prepare summaries and reports on customer creditworthiness, offering insights and recommendations when necessary.• Maintain accurate customer credit databases and conduct periodic reviews to ensure ongoing creditworthiness.• Handle overdue accounts, including preparing final notices and collaborating with third-party collection agencies when appropriate.• Report bankruptcy notices and cash flow issues to management promptly.• Ensure confidential documents are securely stored and comply with company policies.• Collaborate with internal departments to resolve open items in the order process and support overall accounting functions.

• Minimum of four to six years of experience in B2B credit evaluation. • Proven track record of working in a similar role and industry for four to six years. • Bachelor’s degree in accounting, finance, or a related field. • Strong verbal and written communication skills, with the ability to interact effectively with clients, colleagues, and stakeholders. • Proficiency in English, both written and spoken. • Competence in using computers for communication and information management. • Expertise in credit analysis, collections, and related financial processes. • Ability to handle complex issues independently and escalate only the most challenging cases to senior staff.

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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> 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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

San Diego, CA
onsite
Permanent
80000.00 - 100000.00 USD / Yearly
We are looking for a skilled Sr. Credit Analyst to join our team in San Diego, California. The ideal candidate will be responsible for evaluating creditworthiness, processing orders, and ensuring compliance with company policies. This role requires strong analytical skills, attention to detail, and the ability to communicate effectively with various stakeholders. Responsibilities:• Conduct thorough investigations into credit and financial information to assess customer eligibility for credit terms.• Evaluate and monitor customer orders for stability and recommend credit limits to management as needed.• Review order accuracy and verify completeness of required documentation before releasing holds on orders.• Analyze customer credit data, process orders, and communicate with customers and sales staff regarding discrepancies or additional information needed.• Prepare summaries and reports on customer creditworthiness, offering insights and recommendations when necessary.• Maintain accurate customer credit databases and conduct periodic reviews to ensure ongoing creditworthiness.• Handle overdue accounts, including preparing final notices and collaborating with third-party collection agencies when appropriate.• Report bankruptcy notices and cash flow issues to management promptly.• Ensure confidential documents are securely stored and comply with company policies.• Collaborate with internal departments to resolve open items in the order process and support overall accounting functions.
2025-11-11T02:18:45Z