Credit Specialist – NW Houston – Hybrid

Posted on May 13, 2024 by Dianedelgadolemaire

Our industrial client is seeking a Credit Specialist to join their collections team! This well-established firm has been in business for over 100 years and has been growing ever since.

The Credit Specialist will be responsible for performing all credit and collections functions associated with mid-tier account portfolio in accordance with the credit department goals and objectives.

Why should you explore this Credit Specialist role?

Competitive salary and comprehensive benefits plan.
Flexible working schedule! – this company cares about work life balance.
Supportive management team that wants to help you grow and succeed within the company.

Primary Responsibilities of the Credit Specialist:

Perform account management tasks related to credit and collections and overall accounts receivable management
Perform periodic analysis on their customer account portfolio. Perform root cause analysis to resolve problems in timely manner
Recommend credit limits for accounts in the portfolio and Identify issues needing escalation
Extend credit to customers within their limits of authority and approve credit inquiries.
Generate account statements, provide billing documentation and prepares credit adjustments where applicable
Identify delinquency drivers and achieve resolution is required.
Ensure optimal cash flow by continued positive contact and relationship building.
Facilitate customer meetings
Other duties and tasks as assigned by Credit Manager

Qualifications for the Credit Specialist:

Degree in Accounting/Finance preferred or 3+ years of equivalent experience in AR/AP or credit role preferred
2+ years’ experience with electronic billing (ADP, Oildex, EDI)

Intermediate Excel skills (vlookup/pivot tables/power queries)
Intermediate knowledge of financial statements and credit reporting tools (D&B, etc.)
Experience managing portfolio; intermediate understanding of reconciliations
Work well independently, part of a team and takes initiative to deliver on results in acceptable period of time

March 2013 Accounting Openings – Staff to Controller – dcd@fittsroberts.com

Posted on March 19, 2013March 19, 2013 by Dianedelgadolemaire

• Financial Analyst – very visible – high growth – Greenspoint
• Financial Analyst – Heavy Modeling – Galleria
• Staff Accountant – Heavy Recs – NW Houston
• Senior Accountant – SEC – Renewable – Southeast
• Accounting Manager – Non Profit – Galleria
• Accounting Manager – Manufacturing – Heavy intercompany – Galleria
• Financial Reporting Specialist – Benefits Accounting – DT
• SEC Accounting – 40 hour work week
• Federal Tax Accountant with Supervisor potential – NW Houston
• Midstream Accountant – DT – 1 to 2 years of gas plant experience
• Gas Plant Processing Specialist – heavy g.p. experience needed
• MMS Supervisor – DT and Sugar Land
• Staff Accountant – Service – SW Houston
• Controller – Service – heavy SEC background needed
• Revenue Supervisor with Enertia exp – West
• Accounting Services Senior Accountant – Heavy special projects – Galleria
• Senior Audit Manager – CPA Firm
• Non profit Audit – CPA Firm
• Tax Manager – International – Galleria
• Internal Auditor – limited travel – SW Houston

October 2012 Newsletter for Accounting Professionals from Diane Delgado LeMaire @ CFS

Posted on October 19, 2012October 19, 2012 by Dianedelgadolemaire

Industry News and Updates

This has been an interesting start to the 4th quarter of the year. I can’t say that we are super busy on the direct hire side of our business, but we have been very steady.　Although year to date, the CFS Houston Team has become one of the top CFS offices for growth!　 The demand for contract workers is very high. We are seeing this locally in Houston and nationally (40 offices nationwide). 　I wonder how much of an impact the coming election is having on the types of hires companies are making (temporary vs. permanent) and if we will see the flood gates open after we receive the election results. I guess we will have to wait and see.

I continue to be optimistic about our local economy. Most of the news we see every day about Houston is very positive. We were just recently name the number one city in the US for Manufacturing by Forbes. Just simply drive around town and there seem to be buildings going up every where (especially on the west side of town). Construction is always the last industry to come out of a recession, so I am sure this is just the beginning of what’s to come. According to the GHP Houston added almost 90, 000 jobs by the end of August 2012. We are experiencing one of the fastest growth rates　in the nation. Again, very positive news. It is great to live in such a wonderful and prosperous city. Oh, and by the way GO TEXANS! They are having an amazing year and I am certain making a positive impact on our local economy :-). Until next time……

Local Statistics:

National / Houston Unemployment rate: 7.8/6.7

Price of Oil: $95 (last year $95)

Oil Rig Count: 1955 (last year 1835)

Industries hiring: Oil & Gas, Healthcare, Oil & Gas Field Services, Retail, Chemicals and Services, Construction, Manufacturing

Positions in demand: Senior Accountants,Auditors, Financial Analysts

Industries not hiring or flat: Telecommunications, Government

Openings:

Credit & Collections Manager, SE, 110 to 120K
SEC Accountant, Westchase, 1 to　2 year Auditor needed
Senior Accountant, Westchase, 60K (2 openings)
Staff Accountant, Galleria, 48K
Auditor, Galleria, 40% travel 60 to 75K
Fixed Asset Accounting Manager, DT, 90K
Bilingual Senior Accountant, DT, 60K
Controller, Manufacturing, Rosenberg, 130K
2 Entry Level Tax Accountants, CPA Firm, Good GPA
Accounting Manager, Katy, 100K
Assistant Controller, Rosenberg, 85K
Audit Senior Manager & Partner, Galleria, DOE
Tax Senior Manager & Partner, Galleria, DOE
Payroll Administrator, Woodlands, 50K
International Tax Staff & Senior, Westchase, 50 to 90K
Revenue Accounting Supervisor, DT, 115K
Revenue Senior, DT, 65 to 85K
Gas Plant Accountant, DT, 85 to 90K
Staff Accountant, West Houston, Small Company, 60K
Procurement Rep, 2 to 3 year assignment IRAQ, 100 PLUS
Tax Staff Accountant, CPA Firm, Galleria, 45 to 55K
Internal Auditor, Galleria, 60 to 65K – 20% Travel
Gas Plant Accountant, Westchase & DT, 75 to 100K
Sales Analyst (heavy excel), Greenway, 55K
Payroll and Payroll Tax Accountants, Galleria, 45 to 65K
Pharmacy IT　Analyst, Modeling, Data Mining, Greenway Plaza, 80 to 90K

Articles:

Forbes names Houston No. 1 city for manufacturing jobs

http://www.bizjournals.com/houston/morning_call/2012/10/forbes-names-houston-no-1-city-for.html?ana=e_du_pub&s=article_du&ed=2012-10-12

Credit Manager – Central Houston – dcd@fittsroberts.com

Posted on October 15, 2012 by Dianedelgadolemaire

Credit Manager
The Credit Manager will be responsible for credit and collection decisions, monitoring of accounts receivable and notes receivable for all companies, and other related decisions within the financial services division. This hands-on position will use analytical skills in conjunction with customer service and business knowledge to manage credit risk.

Essential Functions of the Job:
o Review credit applications to ensure that information needed to make decisions are included and complete
o Review financial statements to determine credit worthiness and project viability
o Approve or deny credit based on key factors reviewed
o Set customer credit terms
o Monitor the accounts receivable and notes receivable on all companies
o Talk with all new and existing customers regarding their needs for working capital, remodel loans, acquisition loans, etc.
o Assist in ensuring that all loans are properly secured; close on loans
o Maintain confidential or sensitive information
o Call on delinquent accounts and make arrangements to keep account current
o Collect all returned checks on all companies
o Foreclose on loans when necessary
o Manage letters of credit
o Work as liaison with legal to file suit when all collection efforts have failed
o Work independently and have the ability to lead initiatives with coworkers and management
o Prepare for acquisitions, both internal and those of our customers by matching of perspective buyers and sellers of stores following established company guidelines
o Supervises one staff member who handles light level credit review; processes returned checks; maintains reports; light level collections; and general office duties
o Holds decision making authority up to and including stop deliveries, credit limits, collection efforts, etc.
o Other tasks required by manager or business operations

Required:
o 7-10+ years management level experience in credit, collections, and lending
o BA/BS in Business with emphasis in accounting or finance
o Strong knowledge of financial statements and ability to read and interpret the data to determine credit worthiness
o Ability to work directly with business leaders and relate financial analysis to business decision making
o Ability to understand the unique factors beyond the financial statement that must be considered when making credit decisions
o Strong analytical and problem solving skills
o Excellent customer service and interpersonal skills
o Strong verbal and written communication skills
o MS Office – Intermediate level

August 2012 Newsletter for Houston Accounting Professionals

Posted on August 17, 2012 by Dianedelgadolemaire

August 2012

Industry News and Updates

Diane – can you believe that Summer is almost over? Right now it seems that most people are focused on last minute vacations, back to school shopping and getting prepared for unbelievable amounts of traffic on the freeways again. I must say, I do love the sunny and warm days of summer, but I am ready for the fall. One of the main reasons for that excitement is not only the change in weather, but the amount of hires that happen in September, October and November. These are typically the busiest months for permanent placements. Contract placements tend to be higher in the summer　months, although there are record numbers of temporary hires happening this year.

So what is new to Houston?　According to the Greater Houston Partnership’s Economy at a Glance, consumer confidence seems to be　improving. Houston enjoyed the highest auto and home sales numbers since 2007 this past month.　　The GHP ties this back to 3 factors which include: job and income growth, as well as the strong performance of the energy industry. They also mentioned that the average annual wage is up $9,100 from 2009. I can tell you first hand that making a move right now does not mean you have to go backwards in salary.　That is not to say that people are not making lateral moves,　but for the most part everyone is seeing an increase in salary. The market is still doing very well in Houston and good talent is getting harder to find. Accountants like yourself will benefit from that today and for years to come!

Please feel free to email me with any questions you may have and stay tuned for the next newsletter in October.

Local Statistics:

National / Houston Unemployment rate: 8.4/7.5
Price of Oil:$83.13 (last year $95.87)
Oil Rig Count:1944 (last year 1900)
Industries hiring:
Oil & Gas, Healthcare, Oil & Gas Field Services, Retail, Chemicals and Services
Positions in demand: Staff Accountants, Auditors, Analysts, Oil　& Gas Accountants,　Operations Accounting　Roles
Industries not hiring or flat: Telecommunications, Government, Financial Services

Local Searches

Staff Accountant, Katy, 45 to 55K
Tax Staff Accountant, CPA Firm, Galleria, 45 to 55K
Internal Auditor, Sugar Land, 60 to 65K – 5% Travel
Operations Analyst, Galleria, 75K
Internal Auditor, Galleria, 60 to 65K – 20% Travel
Accounting Manager, Trading Co, Galleria, 85 to 95K
Staff Auditor (Financial & IT), Med Center, 60K
AR Analyst, non degreed, South Houston, 35K
Sr Accountant, AR, Westchase, 55K
Buyer, Planner, NW Houston, Metals exp., 45 to 55K
Hyperion / HFM Analst, West, 60K plus 20% bonus
Gas Plant Accountant, Westchase & DT, 75 to 100K
Treasury / Financial Analyst, Galleria, 100K
Cost Analyst, Rosenberg, 75 to 85K
FP&A Senior, Woodlands, 100K
Sales Analyst (heavy excel), Greenway, 55K
Accounting Manager, NW, MFG exp. 80K
JIB Manager, DT, 100 to 115
Director of Accounting, E&P, 130 to 150K
Credit Analyst, DT, 70K
Billing Lead, DT, 60K
AP Manager, DT 65K
Payroll and Payroll Tax Accountants, Galleria, 45 to 65K
Pharmacy Analyst – Greenway Plaza, 80 to 90K
Internal Audit Manager, Galleria, 90 to 110K
Credit & Collections Manager, SE, 90K

Credit Analyst – Downtown – 60 to 70K – dcd@fittsroberts.com

Posted on August 10, 2012 by Dianedelgadolemaire

Credit Analyst – $60,000-70,000 + Bonus

Must have Internal credit analysis experience, including country risk, credit risk, evaluations, letter of credit / bonds.
Degreed in Accounting or Finance
International experience a huge plus! Middle East and Latin America

May require some travel, but very limited

dcd@fittsroberts.com

Healthcare CFO – Boston & Austin – Private Equity – dcd@fittsroberts.com

Posted on May 18, 2012 by Dianedelgadolemaire

Creative Financial Staffing has been exclusively retained by a Private Equity backed Healthcare Organization that is seeking a CFO .

Our client has experienced significant historical growth and expects such growth to continue.

This is an opportunity offering significant equity upside and the ability to spearhead the strategic direction of the company’s financial growth.

Key Facts:

Our client has grown to over 20 statewide programs and several hundred employees　
EBITDA and Revenue has increased by 17% and nearly 60%, respectively, in the last 4 years.　
This is the first of a number of acquisitions and they have projected future significant growth. The CFO will provide overall strategic direction and oversight of all accounting and financial operations; manage banking and private equity relationships (including cash management and internal reporting); and direct oversight of 3^rd Billing Party billing and reimbursements

Qualifications:

10+ years experience at the Senior Executive level　
Must have for profit healthcare industry experience　
Recent experience with 3^rd Party Billing and Reimbursements (Medicare, Medicaid), and multistate Healthcare　
Private Equity experience a plus

Compensation package

includes competitive base salary + bonus + equity

dcd@fittsroberts.com

Credit & Collections Manager – Southeast Houston – dcd@fittsroberts.com

Posted on April 23, 2012May 4, 2012 by Dianedelgadolemaire

Specific Duties:

Maintain Compliance with the Company’s Credit Policy and SOX
　Manages daily Cash Collection & Application
Prepares monthly allowance for bad debts and write-off recommendation
Assists with the preparation & follow up of Letters of Credit
Maintains the customer master file.
Assists with the Various Audits requirements (Sales Tax, Bank, Internal (including Self-Monitoring) & external Audits.)

Direct Reports: 4

Experience: 5+ years

Letters of credit, UCC Filings, Joint checks etc…
Under Graduate Degree in Finance, Accounting, and/or Economics’

Traits:

Customer Friendly, Energetic team player, willing to jump in where needed, with good attention to detail.

Houston September Openings – dcd@fittsroberts.com

Posted on September 2, 2010 by Dianedelgadolemaire

Real Estate Accountant – Must have Big 4 Background

Senior Accountant – CPA Firm – Accounting Services

Corporate Oil & Gas Accountant (2) – 1 to 4 years of experience

Oil & Gas AP Clerk (NW Houston)

Internal Audit (North and Greenway) – 35% travel

Internal Audit (University setting)

Senior Auditor Public Accounting

Law Firm Controller

Financial Services Controller

Assistant Controller (2.5 Billion dollar organization)

Senior SEC Accountant (CPA)

IT Auditor

Cost Accountant (2 to 3 years max experience North Houston)

Great Plains Cost Accountant (50 to 70K) Galleria

AP Supervisor – Southeast Houston

Controller (very decentralized organization)

Bookkeeper – Public Accounting

Quality Assurance – Electronics Manufacturing

Electrical Chief Engineer –

MLP Tax Accountant

Sales Manager – Must Electrical Engineering Background

Payroll / Benefits Manager (Union Experience)

HR Manager (Generalist with Union Experience)

Credit Manager – Southwest Houston (Beltway & 59) 48 to 50K plus quarterly bonus!!!!

Posted on March 9, 2010 by Dianedelgadolemaire

v Supervise five employees

¨ Previous management experience or supervisory role

¨ Basic knowledge of common accounts receivable work flow

¨ Basic knowledge of administrative work flow

v Credit Manager

Investigations of credit worthiness of potential customers
Decision Making
Action plans for collecting receivables
Knowledge of consumer and commercial credit law
Knowledge of our specific industry but not mandatory
Knowledge of lien laws and the process of securing our interest for both multi-housing and materialmans and mechanics.
Account Reconciliations
Account Negotiations
Understanding of Bankruptcy laws
Maintain customer relations
Work closely with outside collection sources; such as our Attorney or agencies
Process of documentation flow and procedures for collecting and extending credit.
Work closely with the sales staff for the multi-housing industry as well as the independent contractors.

¨ Should have a minimum of five years in a credit/collections field with a positive track record of large balance collections

¨ Degree, work history or credit and collections certificate

¨ Microsoft office proficient

v Cash Application

Data Entry
Keying without error and posting
Work closely with the accountant

¨ Entry level responsibility can be trained or nominal work experience

v Collections

Continuous collection calls incoming and outgoing
Research of items
Customer Service support
Knowledge of consumer and commercial credit laws
Knowledge of bankruptcy laws
Maintaining customer relationships
Basic understanding of accounting

¨ 1-2 years experience

v Administrative

Employee Management
Workflow within the department and outgoing to the branches
Reporting to the CFO and other Executive Management
Training and updates on software
Customer related issues
General clerical functions

Credit Analyst, Sugar Land, Texas 60 to 80K

Posted on January 26, 2010 by Dianedelgadolemaire

Credit Analyst

5-10 years of relevant experience

Client base are independents so small to mid cap companies

Review financial statements

Liaison between sales, ops and finance

Bachelor’s degree is required

Must be comfortable interacting and being in front of clients

Must have the ability to work directly with the sales team

$65-80K Bonus

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