Analista de Cartera
4 days ago• Lima, Peru
Analista de Cartera
Objetivo del cargo
Gestionar y controlar la cartera de clientes, asegurando el cumplimiento de las condiciones de pago, reduciendo la morosidad y resolviendo oportunamente disputas o diferencias, con un fuerte enfoque en el logro de objetivos y contribuyendo a una adecuada gestión del flujo de caja y a la satisfacción del cliente.
Principales responsabilidades
- Gestionar y realizar seguimiento a la cartera de cuentas por cobrar de clientes asignados.
- Ejecutar procesos de cobranza preventiva y correctiva, asegurando el cumplimiento de los objetivos definidos para la cartera.
- Analizar la antigüedad de saldos (aging) e identificar riesgos de incobrabilidad.
- Gestionar y resolver disputas de clientes relacionadas con facturación, precios, entregas o condiciones comerciales, coordinando con áreas internas.
- Hacer seguimiento activo a casos en disputa, asegurando su pronta resolución para minimizar impactos en los resultados de cobranza.
- Coordinar con áreas internas como ventas, logística y servicio de atención al cliente para resolver discrepancias de facturación o pagos.
- Gestionar y registrar compromisos de pago, realizando seguimiento oportuno para asegurar su cumplimiento.
- Preparar reportes de cartera.
- Apoyar procesos de evaluación crediticia de clientes cuando sea requerido.
- Gestionar el escalamiento de casos complejos o morosos a instancias legales o cobranza externa cuando corresponda.
- Mantener actualizada la información de clientes en los sistemas financieros de la compañía.
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Requisitos
- Formación en Contabilidad, Administración, Finanzas, Ingeniería Comercial o carrera afín.
- Experiencia de 2 a 4 años en gestión de cobranza, cuentas por cobrar o análisis de cartera.
- Experiencia en gestión y resolución de disputas de clientes.
- Conocimiento en análisis de cuentas por cobrar, gestión de aging y procesos de cobranza.
- Manejo de Excel nivel intermedio o avanzado.
- Experiencia en ERP financieros (ideal SAP u otro sistema similar).
- Capacidad para trabajar de manera autónoma, gestionando prioridades y cumpliendo objetivos en entornos con liderazgo remoto.
Competencias
- Orientación a resultados y cumplimiento de objetivos
- Autonomía y proactividad
- Capacidad analítica
- Resolución de problemas
- Habilidades de negociación
- Comunicación efectiva en entornos remotos
- Trabajo colaborativo
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Client-provided location(s): Lima, Peru
Job ID: Schneider_Electric-https://careers.se.com/jobs/112042?lang=en-us
Employment Type: FULL_TIME
Posted: 2026-03-18T19:05:30
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion