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.