Utility Credit Analyst

Accountabilities

• Utility Credit Management:Research utility invoices, identify outstanding credit balances, and initiate refund or transfer requests with utility suppliers.

• Request Ownership:Manage credit balance requests from initiation through final resolution, ensuring appropriate follow-up and meeting the target resolution timeframe of 60 days.

• Supplier Coordination:Communicate with utility suppliers and internal stakeholders to investigate outstanding balances, resolve discrepancies, and facilitate timely credit transfers or refunds.

• Reporting and Documentation:Maintain accurate, up-to-date records of credit requests, communications, follow-ups, and resolutions in Excel spreadsheets and the relevant dispute management system.

• Request Tracking:Monitor the status and aging of outstanding requests, provide daily updates, and proactively identify items requiring additional attention.

• Communication Management:Respond to emails and requests within 48 hours, coordinate email-based and real-time communications, and conduct weekly or biweekly follow-ups according to account requirements.

• Stakeholder Collaboration:Build effective working relationships with clients, utility suppliers, internal teams, and other stakeholders to support efficient resolution of credit-related issues.

• Reporting and Analysis:Support special projects, reporting activities, and analytical tasks to improve operational visibility and service delivery.

• Managed Services Support:Assist with unbilled active sites and other operational activities across managed services clients, adapting to changing business requirements.

• Team Collaboration:Provide backup support to colleagues when needed and contribute to shared team objectives and operational continuity.

• Process Compliance and Improvement:Follow established procedures and documentation standards while identifying opportunities to improve tracking, follow-up, accuracy, and turnaround times.

• Performance and Time Management:Manage multiple requests in a high-volume environment, maintain attention to detail, and consistently meet deadlines and service expectations.

Requirements:

• Professional experience:Experience in credit balance management, accounts receivable, utility billing, invoice processing, financial operations, customer service, or a related administrative or analytical role is beneficial.

• Analytical skills:Strong analytical and problem-solving abilities, with the capacity to investigate discrepancies, review invoice information, and identify appropriate next steps.

• Attention to detail:High levels of accuracy when handling financial information, maintaining records, updating tracking systems, and documenting communications.

• Microsoft Excel:Proficiency in Microsoft Excel and confidence working with spreadsheets, tracking tools, reporting data, and operational records.

• Communication skills:Strong written and verbal communication skills, with the ability to communicate professionally and effectively with utility suppliers, clients, and internal stakeholders.

• Ownership and accountability:Demonstrated ability to take responsibility for assigned tasks, independently initiate follow-ups, and drive requests through to resolution.

• Organization and time management:Ability to manage multiple requests, prioritize competing deadlines, monitor aging items, and maintain consistent follow-up in a high-volume environment.

• Documentation and process management:Ability to maintain clear, accurate records and follow established operational procedures, service standards, and documentation requirements.

• Adaptability:Willingness to learn utility billing processes, invoice management practices, dispute management systems, and related software applications.

• Independent and collaborative working:Ability to work autonomously while contributing effectively to a team and coordinating with internal and external stakeholders.

• Customer-focused mindset:A professional, responsive, and solution-oriented approach to resolving issues and supporting client requirements.

• Schedule flexibility:Willingness to work US business hours or a split US/India schedule, depending on operational and client requirements.

Benefits:

• Work arrangement:Fully remote position in India.

• Location flexibility:Opportunities available for candidates based in Bangalore or Kolkata, with remote working arrangements.

• Employment environment:Opportunity to work in a fast-paced, innovation-focused business services and managed services environment.

• Professional development:Exposure to utility billing, credit management, invoice analysis, reporting, and dispute resolution processes.

• Skill development:Opportunity to strengthen analytical, communication, stakeholder management, and operational coordination skills.

• Cross-functional collaboration:Work with internal teams, clients, and utility suppliers in an international business environment.

• Career growth:Gain experience across managed services operations, reporting, and special projects.

• Working hours:US business hours or a combination of US and India business hours, depending on business requirements.

• Compensation and additional benefits:Salary range, healthcare coverage, paid leave, bonuses, and other benefits were not specified in the provided job description.