Senior Client Credit Analyst - Ledgent Finance & Accounting

SUMMARY:
Responsible for assessing the creditworthiness of a client based on credit payment history, assets, liabilities, and earnings history to determine credit terms. Optimize revenue and reduce bad-debt losses by maintaining the credit policy. This position is considered a senior level professional, reporting to the Client Accounts Manager and Director of Revenue Services. Further, daily contacts include but are not limited to the Director of Revenue Services, CFAO, COO, Managing Shareholder, Office Administrators, Accounting, Finance, Attorneys, and Secretaries.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Essential functions are primary job duties that incumbents must be able to perform unassisted or with reasonable accommodation made by the employer.
* Design and implement client credit analysis
* Create and implement client credit policies
* Create and implement credit scoring models
* Actively review and analyze client accounts, determining creditworthiness based on financial data, credit reports, and payment history
* Approve or reject credit limits on new clients
* Monitor and adjust credit limits for existing clients
* Advise on the need for credit limits, retainers, and payment plans.
* Participate in monthly client accounts meetings to report on the progress of clients with credit limits, retainers, and payment plans.
* Conduct meetings with attorneys and management to advise on client payment status.
* Establish direct contact with clients per attorney approval.
* Ad-hoc reporting
* Reviews settlements and payment arrangements.
* Other job-related duties as assigned

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED
* Bachelor's degree in accounting/ finance or equivalent experience working credit analysis
* Experience in managing credit function and risk management in setting client credit limits. Including credit scoring models
* Customer focus with an understanding of credit analysis and collections, customer disputes, and working capital management
* Stay up to date with industry trends and best practices in credit management.
* Analytical and detail oriented, while working at a fast pace and capable of multi-tasking.
* Ability to coordinate with multiple departments to achieve business objectives.
* Advanced proficiency in MS Office, primarily Excel.
* Must be creative, resourceful, organized, and able to work well independently and as part of a team.
* Superior written and verbal communication skills.
* Work involves confidential and sensitive information. Discretion is essential.
* Demonstrates commitment to Firm's vision, mission, and core values.
* Must possess strong written and verbal communication skills.
* Develops professional relationships and builds rapport with others.
* Overall good work-ethic and willingness to adapt to change.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.