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Financial Analyst I -pipeline Job In Weston, Florida

Published 2023-09-07
Expires 2023-07-30
ID #1834355539
Financial Analyst I -pipeline Job In Weston, Florida
United States, Florida, Weston,
Published September 7, 2023


M-F - 9 am-6pm

Temp to perm for right candidate


Basic Background

12 Panel Drug Screen

Required skills to be considered for the role:

- Credit analysis experience. Experience reviewing credit reports such as Experian or D&B

- Experience with order release

- Experience with credit insurance

- Bachelor's degree required


MGR is looking for someone with credit analysis experience. Someone who worked for a distributor or wholesaler. Experience with D&B, Experian, Creditsafe, etc. Reviewing and approving credit limits, releasing orders, handling credit limit increase requests, experience with credit insurance a plus, someone who can perform annual, semi-annual, and quarterly reviews. College Degree is a Must have.

The senior credit analyst performs various functions which are primarily concerned with analyzing the credit worthiness of customers or prospects by conducting in-depth financial analysis to determine the risk involved in extending business to business credit.


All areas of responsibility listed below are essential to the satisfactory performance of this position by any incumbents with reasonable accommodation if necessary. Any non-essential functions are assumed to be included in other related duties or assignments.

• Responsible for evaluating current and potential customer creditworthiness.

• Responsible for requesting, gathering and analyzing information that help justify credit limit decisions.

• Assist with order release and work with customers to obtain payment for order release.

• Will be responsible to process credit applications, assist with new customer setup and ensuring that affiliated accounts are setup properly.

• Make credit recommendations to management in the event that credit limit requirements exceed delegation of authority


Any equivalent combination of education, training and/or experience that fulfills the requirements of the position will be considered.


• Bachelor's degree required.

• Minimum of 3 years of experience underwriting credit in a business to business environment


• Comprehensive knowledge Financial Statement Analysis (Balance Sheet/Income Statement/Cash Flow Statement)

• Solid Understanding of Risk Metrics and Financial Ratios

• Understanding of Securitization Documents (UCCs/Letters of Credit/Notes)

• Knowledge of JDE/SAP and AS400 preferred

• Experience with various credit reporting agencies (D&B/Client)

• Active participant in industry groups NACM/CRF/CMA

• Strong verbal, written and presentation skills

• Microsoft Office Suite proficiencies: Word, Excel, PowerPoint

• Ability to work in team/cross functional environment

• Demonstrate effective customer service skills


May be required to visit customers domestically as required to support business needs



• Sitting for extended periods of time at work station or mobile equipment.

Visual Acuity:

• Perform activities such as computer work, preparing and analyzing data, and extensive reading.

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Financial analyst i -pipeline

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