Sr. Credit Specialist - Mexico

At Kids2, we’re really good at what we do. And when we’re great at our jobs, we help parents be great at their jobs.

Parenting is demanding, and that’s where we come in. We want to reimagine how brands can make it easier for early stage parents – not by just selling them products, but by providing holistic solutions that transcend borders, categories and aisles.

No matter our title or department, at Kids2, our job is to create more tiny wins for parents, so they can create bright futures for their little ones. That’s a big task!

We’re serious about what we do, AND we love to have fun. Our team is hardworking, entrepreneurial, and passionate about helping families create millions, if not billions of tiny wins.

SUMMARY

The Sr. Credit Specialist is responsible for managing a customer portfolio to prevent delinquency of the Mexico segment accounts receivable.  Investigate, evaluate, analyze, and resolve customer allowance and chargeback claims.  Insure customer billing and related activities are compliant with Mexico CFDI requirements (Comprobantes Fiscal Digital por Internet).

PRIMARY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS:

Resolves, collects, and manages customer receivable accounts, outstanding invoices, and claims utilizing internal and external resources including personal visits with customer representatives.

Generate tax compliant billing of customer accounts and ensure proper EDI customer receipt of same consistent with Mexico CFDI requirements.

Facilitate, research, and analyze allowance or chargeback deductions taken by customer via interaction with sales manager or functional specialist, analysis of customer specific allowance budget, and resolution through credit memo issuance or chargeback to customer.

Ensure CFDI compliance with customer payment compliments, credit memos or other adjustment transactions.

Prepares credit memos and/or adjustments for approval by manager by gathering and presenting all documentation necessary for validation using established workflows.

Within an assigned portfolio, meet or exceed company expectations on delinquency targets and other receivable metrics as assigned including individual performance goals, DSO, and other key performance indicators.

Lead or assist in conducting or reporting on routine credit / collections projects.

Provide update on Unpaid Invoice Status, Global Claims, and other required department reports by utilizing MS Excel, customer contact, and SAP.

Attend and participate in customer claim meetings including updates to management of current status.

Research and resolve open credits and unapplied payments on customer accounts.

Process credit memos associated with customer RMA (return merchandise) on assigned accounts.

Posts cash receipts by verifying and entering transactions from lock box and/or bank deposits.

Accurately and timely apply payments against customer invoices or other receivable items to match customer remittance.

Maintain adherence to company policies or SOPs related to the AR or credit processes.

Perform day-to-day financial transactions including verifying, classifying, computing, posting, and recording of accounts receivable or related data.

Review and release of customer orders from credit hold for assigned accounts.

Complete any assigned month end closing procedures within time requirements.

Establish and maintain positive relationships with cross functional teams involved in A/R processes.

Work on special projects as requested by supervisor, including opportunities for process improvements and implement best practices to enhance efficiency.

QUALIFICATIONS & EXPERIENCE

5 years of experience in commercial credit and collections within Mexico.

Experience working with SAT invoicing and payment regulation.

Well versed in all areas of MS Office. Intermediate user of MS Excel.

Strong attention to detail and organizational skills.

Ensure compliance with company policies, financial regul