Eaton’s Electrical division is currently seeking a Analyst.FIN.Treasury.Credit to join our team. This position is based at our México City Office.
The Analyst.FIN.Treasury.Credit is responsible for administers the credit and collections activities for an assigned Accounts, obtain payments by notifying customer of delinquent status, perform daily collection calls, developing solutions to obtain payments; updating collection status documenting actions, work directly with clients and sales reps to ensure all issues affecting payment are resolved in a timely manner according to company policies and procedures.
Maintain and analyze payment history and follow-up as needed. Develop strong working relationships with clients, colleagues, and management and escalate complex issues to Management. Innovative and constantly looking for opportunities to improve.
Analyze the financial situation of new customers and issue credit risk and recommends credit terms and limits to maximize sales. Makes adjustments to customer claims where necessary. Refers certain accounts to a collection agency or recommends legal action.
Making what matters work at Eaton takes the passion of every employee around the world. We create an environment where creativity, invention and discovery become reality, each and every day. It’s where bold, bright professionals like you can reach your full potential—and where you can help us reach ours.
Some activities related with the position will be:
Send Monthly statements of accounts to customers.
Monitor on time payment of invoices and contact with customers through email/phone calls in case of delayed payments.
- Apply payments into AS400 System.
Evaluates credit worthiness of current and new customer and establishes credit limits based on analysis of trade reporting, internal data, and other data available within policies and authorization levels set by management.
- Delivery orders in Global Vista System.
Plans Collections by receiving and analyzing delinquency reports, determining appropriate action.
Notifies customers of delinquent status via email or phone call.
Maximize Accounts Receivable’ Collection with activities such as analysis of past due invoices, payments trends, resolution of disputed invoices.
Communicate and Apply Sales & Credit and Collection’ Policies of the Company.
Management Purchase Orders & Billing’ Systems (GLOBAL VISTA).
Minimize Bad Debit’ Risk maintaining contact with customers and applying trade and credit policies.
Assess all Credit & Collections operations in Oracle.
Work with the sales team for Key/Strategic accounts and follow-up diligently for payments with the Sales team.
Control exposure of customer accounts vs. credit limits and reporting to the sales team and finance management team on any risks.
Supply details for the analysis of the aging buckets.
- Recommend actions to clear aged items.
Coordinate resolution of open customer claims/issues.
- Propose write offs of uncollectible items.
- Recommend Customer setups.
When we embrace the different ideas, perspectives and backgrounds that make each of us unique, we — as individuals and as a company — are stronger.
Required (Basic) Qualifications:
Minimum of 5 years prior Credit and Collection process experience, preferably in a large company required.
Advanced knowledge in Microsoft (word, Excel, Outlook and Internet navigation and research including)
Knowledge and experience with Mapics, Oracle, Global Vista, Encore and other programs required.
Position Success Criteria:
Demonstrated strong skills on following competencies:
- Dealing with Ambiguity
- Customer Focus
- Functional/Technical Skills
- Integrity and Trust
- Intellectual Horsepower
- Managerial Courage
- Organizational Agility
- Problem Solving
- Drive for Results
- Written Communications
- Proved Supervision skills.
We make what matters work. Everywhere you look—from the technology and machinery that surrounds us, to the critical services and infrastructure that we depend on every day—you’ll find one thing in common. It all relies on power. That’s why Eaton is dedicated to improving people’s lives and the environment with power management technologies that are more reliable, efficient, safe and sustainable. Because this is what matters. We are confident we can deliver on this promise because of the attributes that our employees embody. We’re ethical, passionate, accountable, efficient, transparent and we’re committed to learning. These values enable us to tackle some of the toughest challenges on the planet, never losing sight of what matters.
Organización: EPG LAC PQD Power Quality Division
Nivel de puesto: Colaborador individual
Horario: Tiempo completo
Es un trabajo a distancia (es decir, trabajar desde casa o otro centro Eaton) permitió para este puesto?: No -ES
¿Esta oferta de reubicación posición?: No
Viaje: Sí, un 10 % del tiempo