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Description

We are looking for a skilled Credit & Collections Analyst to join our clients team in Brea.

The Credit & Collections Analyst requires a proactive individual who understands the payment behaviors typical to trades, has working knowledge of construction-related legal tools (e.g., lien and bond claims), and thrives in a project-driven environment. This position will require managing job-specific accounts, monitoring credit-exposure, initiating collection efforts, and ensuring compliance with construction credit laws. This role requires attention to detail, accuracy, and excellent organizational skills.

Duties/Responsibilities:

• Oversee a portfolio of accounts, with a focus on timely collections and accurate credit risk evaluation.

• Initiate and manage collection efforts on delinquent balances via phone and email communication with customers, General Contractors, and Accounts Payable departments.

• Review and approve credit applications, ensuring proper vetting of contractor references, licensing, and bonding information.

• Analyze credit risk based on job size, contract terms, and lien position. Place and lift credit holds accordingly.

• Draft and track project-specific instruments such as joint check agreements, order deposits, and installment payment schedules.

• Prepare stop Payment Notices and Bond Claims in line with California construction law.

• Document all Accounts Receivable activity and maintain detailed records of payment commitments and dispute resolutions.

• Coordinate with sales, project coordinators, and accounting to address invoice discrepancies and customer issues.

• Support audit requests and contribute to the ongoing improvement of internal credit and collections processes.

• Perform other credit-related duties as assigned.

Requirements

Required Skills/Abilities:

• Proficient in Accounts Receivable best practices, job-based billing cycles, and PO-based invoice workflows.

• In-depth knowledge of California Lein Law, Stop Payment Notices, and Bond Claims.

• Excellent communication skills, particularly in navigating payments discussions with General Contractors and Subcontractors.

• Demonstrated high attention to detail, strong follow-up and ability to work independently in a deadline-driven environment.

• Familiarity with Microsoft Dynamics GP or Dynamics 365 Business Central.

• Ability to maintain confidentiality and compliance with company policies and financial regulations.

Education and Experience:

• Bachelor’s Degree in Accounting, Finance, Business Administration or related field OR

• Associate’s Degree with a minimum of 5+ years’ credit and collections experience in the construction industry (HVAC or mechanical trades preferred).

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .