The core function of this role is to a wide range of credit sales support services to Sales Team of every Strategic Business Unit (SBU). This includes but not limited to evaluation of the financial status of potential business partners (BP). Monitoring credit lines and credit exposure, performing risk assessments, writing detailed reports, and making informed decisions in extending credit to existing BPs.
Key Responsibilities:
Processing requests of credit evaluation for potential Business Partners (BP) and upgrading of existing BPs payment term and/ or credit limit. This responsibility includes:
- Receiving and reviewing to ensure completion and precision of customer information sheet and the required supplementary documents.
- Conducting routine credit investigation (interview of bank and trade references) to better understand the BPs financial track records
- Performing risk analyses and using the findings for recommendation e.g. amount of credit limit and payment term to extend and/ or upgrade; project approval
- Routing of Credit Evaluation Form for review & approval.
Monitoring of BPs blocked orders and perform risk assessments to recommend the release of the blocked orders.
- Generating list of blocked orders from SAP as per the agreed schedule (at least 3 times every business working day) with the corresponding SBU
- Performing review & analysis of the particular BPs credit situation to provide the necessary recommendation pertaining to the BPs blocked order/s
- Preparation & routing of request for credit exception approval to SBU approvers
- Monitor and resolve Finance and Accounting tickets.
Key Requirements:
- Bachelors Degree in Accountancy or equivalent
- Proficient in MS Excel, Word, and PowerPoint
- Knowledge of the use of ERP systems, financial modeling, planning/forecasting software, and BI tools is a plus
- Ability to work in teams and collaborate effectively with people in different functions
- CPA or other Finance-related certification is an advantage
