McKesson

Credit Onboarding Analyst

McKesson

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $66,200 - $110,300 per year

Job Level

Mid-LevelSenior

About the role

  • The Onboarding Escalation Analyst supports the Credit organization by managing escalated onboarding requests and ensuring timely, accurate, and policy-compliant processing.
  • Handle escalated onboarding requests including credit references and state board letters. Ensure cases are processed within defined SLAs. Prioritize requests based on urgency and business impact. Provide detailed justification for exceptions while mitigating risk.
  • Identify and escalate SLA/process issues with urgency. Participate in ad hoc projects and represent Credit in cross-functional initiatives. Contribute to process improvement efforts with measurable outcomes. Drive operational maturity by identifying automation and self-service capabilities with a focus on enterprise-oriented solutions.
  • Demonstrate expertise in onboarding and credit processes Understand how onboarding interacts with other functions (Sales, Pricing, Contracts). Exercise sound judgment and make alternative recommendations when needed
  • Communication & Relationship Building Communicate effectively with a customer-service mindset Build and maintain strong relationships with internal and external stakeholders Ensure timely and informative responses to inquiries

Requirements

  • Degree or equivalent and typically requires 4+ years of relevant experience in finance or accounting
  • Proficiency with Salesforce
  • High level of proficiency in Excel
  • Understanding of financial statements, tax returns, and cash flow
  • Project management and organizational skills
  • Strong attention to detail and accuracy