Top Benefits
About the role
Gerrie Electric is one of the largest independent electrical distributors with twenty-four key locations in Ontario and over 400 employees. We are a proud family owned, Canadian company and are headquartered in Burlington, ON. We are proud to be a Platinum Club winner of Canada’s Best Managed Companies. Having been in business since 1957, we are an established and well-respected company in the industry.
Culture
Our core purpose is passionately helping customers be more successful by delivering exceptional experiences. We strive for an inspiring culture and integrity in all that we do. Customer First - Employee Driven.
Our success is powered by our people. We invest in the training & development of our employees and encourage career growth across all areas. We celebrate success and show recognition for a job well done.
We believe a more diverse and inclusive environment brings strength to our organization, helps our customers to succeed and creates a significant competitive edge.
What you'll be doing
Responsible for evaluating creditworthiness by analyzing credit reports, financial statements, and other relevant data to assess appropriate credit limits. Prepare detailed recommendations based on findings to assist in decision-making processes and approve credit limits within approval threshold. This role requires strong analytical skills, attention to detail, and the ability to interpret credit reports and financial information.
CREDIT ANALYST ACTIVITES
Approve accounts—review files and credit reports to make a solid credit decision/recommendation on the opening of an account and/or job account.
Recommend credit limit, approve within threshold and work with Credit Manager for requests higher than threshold with justified credit analysis.
Maintain accounts—analyze credit reports and make necessary changes/recommendations to credit limits to support sales growth while managing risk.
Validate all customer master data changes. Record all activity on an account i.e., CRM.
Releasing credit holds – Assist Collectors to review held orders and release daily orders and action accounts for review or increase as required.
Monitor existing credit accounts to identify potential risk and opportunities.
Proactively review and right-size credit limits, reducing risk exposure and working with Sales to support growth objectives.
Legal files—maintain records and gather the information required to move forward with a claim, if required.
Assist Collectors with Account Reconciliations and clean up as required at crunch times (quarter and year ends) Assist in department projects as assigned.
CUSTOMER SERVICE/ COMMUNICATION
Customer/Sales contact – be the liaison between the customer and sales for any issues related to credit limits and opening and closing of job accounts.
TEAMWORK AND COLLABORATION
Create and maintain a team atmosphere and ensure employee concerns are resolved promptly.
QUALITY
Understand and adhere to ISO policies and procedures. Perform continuous evaluation, development and execution of policies and programs.
PERSONAL DEVELOPMENT
Participate in conferences, seminars, and other educational opportunities, reading professional publications; maintain and participate in professional networks to enhance your knowledge and skills. Participates on committees and special projects as requested.
What you bring to the table
High School graduate – College diploma in accounting preferred.
Certified Credit Professional (CCP) designation preferred, or in progress.
3 + years of credit experience within a multiple location environment.
Understanding of different Credit Bureau reporting for analysis.
Strong analytical and problem-solving skills.
Strong attention to detail and accuracy is a requirement.
Experience with JDE, CRM, and Microsoft applications would be an asset.
Financial Statement understanding/analysis would be an asset.
We believe in taking care of our people
Major medical + dental coverage for yourself and your dependents (flex plan options available)
Employee Assistance Program
Global travel coverage
Pension plan with contribution matching
Training, development and career growth opportunities
Tuition re-imbursement program
Promote from within culture
A diverse and inclusive workplace
Caring and nurturing environment
Words that our employees use to describe us
Inclusive, team-oriented, motivating, happy, forward thinking, innovative, successful!
- Flexible interview options are available!
Not the right fit? Search for Credit Analyst jobs in Burlington, ON
About Gerrie Electric Wholesale Ltd
Gerrie is a Canadian, family owned company founded by Ken Gerrie in 1957. Built on the tradition of service, Gerrie has since become one of the largest independent electrical distributors in Canada. Today, the Electrical Supply division is still the cornerstone of our business adding Lighting Solutions, Automation, Project Services, Supply Chain Services, Data Comm Solutions and our newest Process Group to address the growing demands and evolving requirements of the industry.
Gerrie is is proud to be a Platinum Standard winner of Canada's Best Managed Companies!
Gerrie is also certified by WBE Canada as a majority women-owned company (Women Business Enterprise).
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Top Benefits
About the role
Gerrie Electric is one of the largest independent electrical distributors with twenty-four key locations in Ontario and over 400 employees. We are a proud family owned, Canadian company and are headquartered in Burlington, ON. We are proud to be a Platinum Club winner of Canada’s Best Managed Companies. Having been in business since 1957, we are an established and well-respected company in the industry.
Culture
Our core purpose is passionately helping customers be more successful by delivering exceptional experiences. We strive for an inspiring culture and integrity in all that we do. Customer First - Employee Driven.
Our success is powered by our people. We invest in the training & development of our employees and encourage career growth across all areas. We celebrate success and show recognition for a job well done.
We believe a more diverse and inclusive environment brings strength to our organization, helps our customers to succeed and creates a significant competitive edge.
What you'll be doing
Responsible for evaluating creditworthiness by analyzing credit reports, financial statements, and other relevant data to assess appropriate credit limits. Prepare detailed recommendations based on findings to assist in decision-making processes and approve credit limits within approval threshold. This role requires strong analytical skills, attention to detail, and the ability to interpret credit reports and financial information.
CREDIT ANALYST ACTIVITES
Approve accounts—review files and credit reports to make a solid credit decision/recommendation on the opening of an account and/or job account.
Recommend credit limit, approve within threshold and work with Credit Manager for requests higher than threshold with justified credit analysis.
Maintain accounts—analyze credit reports and make necessary changes/recommendations to credit limits to support sales growth while managing risk.
Validate all customer master data changes. Record all activity on an account i.e., CRM.
Releasing credit holds – Assist Collectors to review held orders and release daily orders and action accounts for review or increase as required.
Monitor existing credit accounts to identify potential risk and opportunities.
Proactively review and right-size credit limits, reducing risk exposure and working with Sales to support growth objectives.
Legal files—maintain records and gather the information required to move forward with a claim, if required.
Assist Collectors with Account Reconciliations and clean up as required at crunch times (quarter and year ends) Assist in department projects as assigned.
CUSTOMER SERVICE/ COMMUNICATION
Customer/Sales contact – be the liaison between the customer and sales for any issues related to credit limits and opening and closing of job accounts.
TEAMWORK AND COLLABORATION
Create and maintain a team atmosphere and ensure employee concerns are resolved promptly.
QUALITY
Understand and adhere to ISO policies and procedures. Perform continuous evaluation, development and execution of policies and programs.
PERSONAL DEVELOPMENT
Participate in conferences, seminars, and other educational opportunities, reading professional publications; maintain and participate in professional networks to enhance your knowledge and skills. Participates on committees and special projects as requested.
What you bring to the table
High School graduate – College diploma in accounting preferred.
Certified Credit Professional (CCP) designation preferred, or in progress.
3 + years of credit experience within a multiple location environment.
Understanding of different Credit Bureau reporting for analysis.
Strong analytical and problem-solving skills.
Strong attention to detail and accuracy is a requirement.
Experience with JDE, CRM, and Microsoft applications would be an asset.
Financial Statement understanding/analysis would be an asset.
We believe in taking care of our people
Major medical + dental coverage for yourself and your dependents (flex plan options available)
Employee Assistance Program
Global travel coverage
Pension plan with contribution matching
Training, development and career growth opportunities
Tuition re-imbursement program
Promote from within culture
A diverse and inclusive workplace
Caring and nurturing environment
Words that our employees use to describe us
Inclusive, team-oriented, motivating, happy, forward thinking, innovative, successful!
- Flexible interview options are available!
Not the right fit? Search for Credit Analyst jobs in Burlington, ON
About Gerrie Electric Wholesale Ltd
Gerrie is a Canadian, family owned company founded by Ken Gerrie in 1957. Built on the tradition of service, Gerrie has since become one of the largest independent electrical distributors in Canada. Today, the Electrical Supply division is still the cornerstone of our business adding Lighting Solutions, Automation, Project Services, Supply Chain Services, Data Comm Solutions and our newest Process Group to address the growing demands and evolving requirements of the industry.
Gerrie is is proud to be a Platinum Standard winner of Canada's Best Managed Companies!
Gerrie is also certified by WBE Canada as a majority women-owned company (Women Business Enterprise).