Senior Credit Analyst M&A

Job description

**Job Requisition ID #** 26WD99384 **Position Overview** As a Credit and Collections Analyst you will determine the credit worthiness of customers and potential customers desiring to purchase our products and services based on evaluation of financial condition/ability to pay for such purchase. This role will focus on receivables due from customers at companies that have been acquired by Autodesk but not integrated into company order to cash processes/systems. These companies may have a wide range of product offerings and legacy business models. You will manage a portfolio of assigned accounts whose payments are past due and contact these accounts to arrange for payments while preserving our business relationship with the account. You will review and make recommendations regarding bad debt or write-offs and investigates and analyzes credit risks, using available internet and credit agency tools and information. You will report to the Sr. Credit and Collections Manager, M&A. We support hybrid work arrangements as appropriate. **Responsibilities** CREDIT EVALUATION - Conduct financial research regarding the credit worthiness of customers and potential customers, using available credit rating services, annual financial statements, information from financial institutions, other creditors, public/private sector sources, and information obtained directly from customers to determine the viability of extending credit to customers relating to the purchase of our products and services - Investigate information relating to credit applications that is inconsistent with other reported data / information, or that indicates a possible concern with the applicant's financial / operating stability. Contact applicant representatives directly to secure clarifying / supplemental data regarding the issue of concern - Make decisions regarding the viability of extending credit to customers and potential customers using our established credit matrix and corresponding processes to determine credit worthiness. Identify and approve credit applications of customers whose financial / performance meet matrix requirements, subject to the Analyst's assigned financial limitations. Identify and disapprove credit applications of customers who's financial / performance fails to meet matrix requirements or whose past record of business activity with Autodesk / record of payments indicates an unacceptable credit risk. Develop and maintain written documentation of all approved / disapproved credit decisions - Develop formal written / oral analysis of marginal credit applications, escalating the credit application to regional credit management for evaluation and determination. Ensure supporting credit analysis includes information relating to all factors considered relating to the application's credit worthiness as defined within the parameters of the credit matrix - Manage a portfolio of assigned accounts that are behind schedule in their payments to the Company. Research account financial / operating situation to identify indications of deteriorating financial conditions. Contact customers regarding payment of overdue invoices. Secure information from customers regarding the basis for non-payment, including - Customer's temporary financial inability to pay the invoice short term - Customer's dissatisfaction with some element of our products or services and need for resolution of product/service issue before payment - Customer's long-term financial insolvency and potential for never paying the invoice - Manage all cases and escalations assigned to you for action to drive customer satisfaction. - Maintain an ongoing program of appraisal and analysis of account activity / payment status. Identify accounts whose continued failure to follow payment schedules / honor payments commitments indicates limited potential for securing payments through continued collections efforts. Make recommendations to department management regarding the viability of transferring accounts to a third-party collections agency or legal action. As defined by department procedures, recommend the write-off of aged accounts whose payments are more than 360 days overdue COORDINATION - Negotiate with customers experiencing short-term financial constraints to secure commitments to pay amounts due in the shortest time possible, (including arrangements for rescheduling of the payments process). Follow up with customers to ensure commitments to pay are honored. Partner with Company Sales to secure support for payment - Work with dissatisfied customers to identify the nature of the problem relating to our products and services and with Company Operations to arrange for appropriate technical staff support to address/rectify the issue. Team with Company Sales to resolve the customer issue and secure customer payment - Meet weekly with department management to review and evaluate the accounts within the assigned portfolio. Provide ongoing updates of client contact / client commitments discuss negotiating strategy / possible alternatives, review performance to date against our standard metrics - Represent the Company and the department in daily activities with both internal and external auditors, providing documentation, and information about the status / activities relating to accounts under review - Support the Company's credit and collection’s role to clients and with an working awareness of, and regard for the culture of our client's country, management staff, and employees, and local market conditions/ business practices. Awareness of company culture at acquired firms. Driving timely arrangements for credit and for receipt of customer payment **Minimum Qualifications** - Intermediate skills in Microsoft Excel - NetSuite experience - Excellent negotiation and communication skills - Expert in stakeholder management - Team player, self -motivator with laser focus - Good technical acumen as this role will need to use different accoun