Utility Credit Analyst ( US business hours)

Overview

The Utility Credit Analyst manages utility credit balance transfer and refund requests, working with utility suppliers, internal stakeholders and client teams to research, initiate, track and resolve them in a timely manner.

What you'll do

• Research utility invoices and identify credit balances requiring action.
• Coordinate with utility suppliers to request credit balance refunds or transfers.
• Follow up with suppliers and internal stakeholders to ensure timely resolution of outstanding requests.
• Take ownership of credit balance requests from initiation through final resolution, within the target resolution timeframe of 60 days.
• Maintain accurate and up-to-date records of all credit balance requests.
• Track request status and daily updates using Excel spreadsheets and the company's dispute management system.
• Document all actions, communications, follow-ups and resolutions clearly and accurately, in line with internal processes and standards.
• Monitor aging requests and proactively follow up on items requiring additional action.
• Communicate effectively with utility suppliers, internal teams, clients and other stakeholders via email and real-time channels.
• Respond to emails and requests within 48 hours.
• Conduct weekly or bi-weekly follow-ups on outstanding items, depending on account requirements.
• Build effective working relationships with internal and external stakeholders.
• Support special projects, reporting and analysis as assigned, including activities related to unbilled active sites and other operational initiatives.
• Provide support across Managed Services clients based on business requirements.
• Serve as backup support for team members when required.
• Adapt to changing priorities and workload requirements.

What you'll need

• Strong attention to detail and accuracy.
• Good analytical and problem-solving skills.
• Strong ownership and accountability for assigned tasks.
• Ability to manage multiple requests and priorities in a high-volume environment.
• Strong written and verbal communication skills.
• Good follow-up and time-management skills.
• Proficiency in Microsoft Excel and the ability to work with reporting and tracking tools.
• Ability to work independently while collaborating effectively with internal and external stakeholders.
• Willingness to learn utility billing, invoice management and related software systems.

Details

• Works US business hours, or a combination of US and India business hours, depending on business requirements.
• Flexible to work US business hours or a split US/India schedule, based on business requirements.