What are the responsibilities and job description for the Credit Analyst position at California Dairies, Inc.?
Join the California Dairies, Inc. (CDI) team, a farmer-owned cooperative dedicated to sustainably producing the highest quality dairy products while fostering a culture of innovation and collaboration. CDI products are delivered locally and around the world. Our Visalia corporate office serves as the central hub for the CDI enterprise, driving strategic decision-making, innovation, overall business support, and growth across our diverse portfolio of dairy products and brands. We encourage you to be part of our team that's shaping the future of dairy, right from the heart of California!
Our commitment to CDI employees:
We believe in valuing our team with a total rewards package that goes beyond the basics. You'll find we offer competitive pay and incentive programs designed to recognize and reward your contributions. Competitive medical, dental, and vision benefits, generous paid time off, sick days & holidays, retirement plans designed to secure your future. We don't stop there. We've also cultivated a variety of valuable programs focused on your personal well-being and professional growth, ensuring you have the support you need to both inside and outside of work.
Job Summary
The Credit Analyst, reporting to the Credit Account Manager, manages customer accounts and leads effective collections across the accounts receivable portfolio to improve cash flow and reduce bad-debt risk. Key duties include evaluating new customer account requests, reviewing contracts, and coordinating billing with the AR team. The analyst also resolves cash application issues to ensure accurate and timely payment posting.
Essential Functions
Qualifications (Knowledge, Skills, and Abilities)
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
English is required as the written and spoken language. A well-modulated tonal volume is required with excellent diction skills needed. This job requires frequent communication with personnel in other CDI locations, CDI customers and regulatory representatives.
Equipment
Personal protective equipment including, but not limited to hearing protection, bump caps, hair and beard nets, gloves, and safety glasses must be used in the performance of duties. Proper lifting techniques must be employed at all times.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees will be subject to temperatures associated with an air-cooled room. Proper lifting techniques must be employed at all times.
This job description will be updated if duties and responsibilities change significantly. Job functions are subject to modification based on business necessity.
ADA/FEHA
The Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California’s Fair Employment and Housing Act.
EEO
The Company is an equal employment opportunity employer.
Physical Demands
The physical requirements outlined here represent those necessary for successful performance of this position's core responsibilities. Upon request, the company will provide reasonable accommodations for qualified individuals with disabilities to perform these fundamental job duties, provided such accommodations do not create an undue burden on the organization.
To all applicants: We take your safety and privacy seriously at California Dairies Inc. All job applicants are directed to apply only through the official career pages. Please be aware that our talent team will never ask for any form of payment, financial account details, or sensitive personal information such as social security numbers. If you receive any suspicious messages claiming to be from California Dairies Inc., please contact us at talent@californiadaires.com. U.S. residents can get more information from the FTC at https://consumer.ftc.gov/articles/job-scams.
The pay range is listed below and represents our good faith estimate upon hire. The final offer will depend on factors such as the candidates experiences, skills, and qualifications.
Our commitment to CDI employees:
We believe in valuing our team with a total rewards package that goes beyond the basics. You'll find we offer competitive pay and incentive programs designed to recognize and reward your contributions. Competitive medical, dental, and vision benefits, generous paid time off, sick days & holidays, retirement plans designed to secure your future. We don't stop there. We've also cultivated a variety of valuable programs focused on your personal well-being and professional growth, ensuring you have the support you need to both inside and outside of work.
Job Summary
The Credit Analyst, reporting to the Credit Account Manager, manages customer accounts and leads effective collections across the accounts receivable portfolio to improve cash flow and reduce bad-debt risk. Key duties include evaluating new customer account requests, reviewing contracts, and coordinating billing with the AR team. The analyst also resolves cash application issues to ensure accurate and timely payment posting.
Essential Functions
- Facilitate all processes associated with the credit and collections functions of the Accounts Receivable team,
- Ensure timely completion of daily customer account collections and resolution of account issues.
- Ensure accuracy of customer master data and perform regular updates as needed. Process daily sales order credit holds and releases.
- Support the cash application process and reconcile payment discrepancies.
- Responsible for the A/R Sub ledgers for collectability and to escalate concerns on aging accounts as they arise.
- Assist in the collection of past-due amounts through direct communication with internal sales and customer service teams.
- Support the A/R team by covering responsibilities during team member absences.
- Follow all company safety and working rules.
- Maintain positive, professional relationships with coworkers, management, customers, vendors, and other employees, promoting a cooperative and productive work environment.
- Exercise initiative and sound judgment in decision-making aligned with California Dairies Inc.’s best interests.
- Facilitate weekly or biweekly meetings with relevant departments to review aging reports.
- Perform other duties as assigned.
Qualifications (Knowledge, Skills, and Abilities)
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Strong proficiency in personal computer use and business solutions software.
- Excellent interpersonal skills for effective interaction with accountants, customers, and senior management.
- Exceptional verbal and written communication skills for working collaboratively with support personnel and leadership.
- Strong analytical and critical-thinking abilities with a high attention to detail.
- Effective presentation skills to educate internal teams on credit and collections policies, procedures, and best practices.
- Ability to maintain confidentiality and ensure the security of all financial records and documentation.
- Demonstrated sound judgment when performing assigned duties and making decisions.
- Associate’s or Bachelor’s degree in business administration, Accounting, Finance, or related field preferred.
- Minimum of 2 years of accounting experience, including Accounts Receivable, with exposure to credit and collections.
- Experience collaborating with an international customer base.
- Experience working with generally accepted accounting principles and accounting software.
- Large ERP Accounts Receivable system experience highly desirable; Dynamics 365 is a plus.
- Experience in dairy industry is a plus.
English is required as the written and spoken language. A well-modulated tonal volume is required with excellent diction skills needed. This job requires frequent communication with personnel in other CDI locations, CDI customers and regulatory representatives.
Equipment
Personal protective equipment including, but not limited to hearing protection, bump caps, hair and beard nets, gloves, and safety glasses must be used in the performance of duties. Proper lifting techniques must be employed at all times.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees will be subject to temperatures associated with an air-cooled room. Proper lifting techniques must be employed at all times.
This job description will be updated if duties and responsibilities change significantly. Job functions are subject to modification based on business necessity.
ADA/FEHA
The Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California’s Fair Employment and Housing Act.
EEO
The Company is an equal employment opportunity employer.
Physical Demands
The physical requirements outlined here represent those necessary for successful performance of this position's core responsibilities. Upon request, the company will provide reasonable accommodations for qualified individuals with disabilities to perform these fundamental job duties, provided such accommodations do not create an undue burden on the organization.
- Sitting/Standing/Walking: Sits frequently to answer calls, complete schedules/reports, fill out paperwork, answer emails, etc.
- Lifting/Carrying: May lift boxes weighing 20 pounds on an occasional basis.
- Pushing/Pulling: Some pushing or pulling is required on an occasional basis.
- Bending/Stooping: Bends and stoops on an occasional basis.
- Squatting/Kneeling/Crawling: May squat or kneel on an occasional basis.
- Twisting/Turning: Assumes any combination of these positions on an occasional basis.
- Climbing/Balancing: May go up and down stairs and/or ladder on an occasional basis.
- Reaching: Reaches at or above shoulder level on an occasional basis.
- Grasping/Manipulating: Grasping and manipulating of papers, objects, and equipment will be required. Ability to use calculator and keyboard for data input will be required on an ongoing basis.
To all applicants: We take your safety and privacy seriously at California Dairies Inc. All job applicants are directed to apply only through the official career pages. Please be aware that our talent team will never ask for any form of payment, financial account details, or sensitive personal information such as social security numbers. If you receive any suspicious messages claiming to be from California Dairies Inc., please contact us at talent@californiadaires.com. U.S. residents can get more information from the FTC at https://consumer.ftc.gov/articles/job-scams.
The pay range is listed below and represents our good faith estimate upon hire. The final offer will depend on factors such as the candidates experiences, skills, and qualifications.