Analyst Credit & Collections

Job Description

Job Title: Analyst – FIN- # 076103

If you desire to be part of something special, to be part of a winning team, to be part of a fun team - winning is fun.

We are looking forward to an Analyst – FIN in Eaton’s Global Finance System and Services, based in Pune, India.

In Eaton, making our work exciting, engaging, meaningful; ensuring safety, health, wellness; and being a model of inclusion & diversity are already embedded in who we are - it’s in our values, part of our vision, and our clearly defined aspirational goals.

Your essential responsibilities:



State the primary function or overall purpose of your position.

  1. This position is to collect past due accounts receivables of Hydraulics operations in the EMEA region

  2. The incumbent will also have to issue credit memos for EMEA Hydraulics operations

  3. The incumbent will have to resolve disputes and meet internal as well as external customer expectations

    The incumbent will reduce credit risk, improve cash flow and resolve customer claims/disputes


    List the essential functions (i.e. key responsibilities with expected end results) which must be accomplished in order to fulfill the purpose of your position as described above.


  1. Manages standard portfolio of customers with regards to receivables, collections and order review and release. Willing to work in EMEA shift (12:30pm to 09:30pm slot).

  2. Conducts collection calls, resolve billing issues, investigate returns & credit issues

  3. Liaises with plants/warehouses, salespersons, plant finance team, customer support team, project managers and others in the organization to resolve disputes/customer claims on unpaid invoices

  4. Negotiates customer disputes to resolution and documents root cause and highlights to appropriate levels

  5. Identifies patterns and gets to the root of issues causing delinquencies and leads resolution of identified issues to improve customer experience and ultimately department past due metrics

  6. Participates in process improvement projects

  7. Communicates effectively with external and internal stakeholders

  8. Understands the entire order to cash value stream and applies the knowledge to achieve results

  9. Documents new and existing processes. Updates documents as soon as improvements are made

  10. Markets, trains, counsels, advises, and communicates credit department policies and procedures to company personnel

  11. Provides customer service and develops relationships with internal/external customers and suppliers

  12. Maintains accurate credit & collection files.  Maintain electronic collection notes for each customer account.

  13. Maintains accurate customer information for billing purposes in accounts receivable and ERP System.

Abide by Audit requirements and Rules and Regulations as and when laid by the company, government regulators and agencies at all times



Represents thorough knowledge on accounting entries and implications thereof

Keeps knowledge on how the accounting entries impact through various sub-ledgers

Completes logically with conclusions on the implications of entries accounted

Analyze and Identify accounting gaps and put mitigating control processes in place

Presents knowledge of sub-ledger and ledger concepts, reconciliations and reporting of the same is an essential

SOX/Audit requirements overview and process- DSA validation support and reviews

            B. ORACLE SKILLS

Maintains an end-to-end process knowledge for GL/FA

Knowledge on the AP, AR and PO Modules and its impact in GL should be known

Presents basic understanding on the various interfaces run for migration of data from ERP to financials.


            C. TEAM MANAGEMENT

Coordinates activities with peers and supervisors

Team player


Understanding of hedging contracts and implications of the same on business is good

Reporting the impacts of such transactions on business – realized and unrealized transactions impacts due to exchange rate fluctuations


Standardization of processes


Inspects and involves self in the process improvement activities within the existing processes

Ability to identify opportunities for improvement and bring them to a logical closure


Supplied good communication skills to handle internal and external communications effectively

Prepare and value add Customer Dashboards, KPIs and support any process improvements



Basic Requirements:

  • Graduate / Post graduate

  • 5+ yrs Relevant Experience

  • Readiness to work in shift corresponding to North America

  • Captive/Customer service industry experience

  • Proven Record of delivery of process activities

  • Team player

  • Excellent Communications skills

  • Good Interpersonal skills

  • Self motivated person with an outgoing personality to woo customers

  • Good with MS Office suite

  • Knowledge of RTR processes and related financial processes

  • Good Analytical & Problem solving skills apart from an understanding of business accounting

  • Exposure to Oracle financials essential

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.

Job: Finance/Accounting

Region: Asia Pacific
Organization: Corporate Sector

Job Level: Individual Contributor
Schedule: Full-time
Is remote work (i.e. working from home or another Eaton facility) allowed for this position?: No
Does this position offer relocation?: No
Travel: No