Sr Credit & Collection Specialist

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

Position Summary

We are seeking a Sr. Credit and Collections Specialist who is energized by solving complex account challenges, improving financial operations, and using data, automation, and process improvement to drive stronger outcomes. In this role, you will analyze delinquent account balances, resolve payment discrepancies, support customer account strategy, and partner cross-functionally to improve collections workflows, reduce manual effort, and strengthen cash flow performance. The ideal candidate brings credit and collections expertise, strong reconciliation skills, and a continuous improvement mindset with the ability to identify automation opportunities, make suggestions to streamline repeatable processes, and leverage tools such as Microsoft Excel and Microsoft Copilot to analyze aging reports.

Key Responsibilities

• Analyze delinquent account balances, payment trends, credit exposure, and account activity to identify root causes, prioritize risk, and recommend timely resolution strategies.
• Partner with customers to obtain payments, negotiate payment plans, resolve disputes, and support cash flow while maintaining a professional and customer-focused experience.
• Make daily ship-or-hold recommendations for delinquent accounts, past-due balances, and credit line exceptions in alignment with established policies and business priorities.
• Perform complex account reconciliations, research unapplied cash or payment discrepancies, and coordinate with internal teams to clear issues efficiently.
• Identify opportunities to automate recurring collections tasks, standardize account review processes, improve escalation workflows, and reduce manual follow-up through process improvement initiatives.
• Use data, reporting, and productivity tools to monitor aging, track collection activity, improve visibility to account status, and support performance metrics such as days sales outstanding, past-due reduction, cash application accuracy, and dispute resolution cycle time.
• Collaborate with Sales, Customer Service, Finance, Cash Application, Billing, and leadership teams to align on account resolution plans, obtain approvals, and communicate decisions clearly.
• Escalate potential write-offs, high-risk accounts, customer disputes, and policy exceptions to management with clear documentation, supporting analysis, and recommended next steps.
• Contribute to continuous improvement efforts by documenting standard work, identifying workflow gaps, supporting system enhancements, and recommending scalable solutions that improve accuracy, speed, and customer experience.

Minimum Requirements

• Typically requires 4+ years of related experience in credit, collections, accounts receivable, escalation analysis, customer account management, or a similar finance operations environment.

Critical Skills

• Credit and collections expertise, including delinquent account management, payment negotiation, dispute resolution, account reconciliation, write-off identification, and credit risk assessment.
• Strong process improvement mindset with experience identifying workflow gaps, documenting standard work, streamlining handoffs, and recommending scalable operational improvements.
• Ability to recognize automation opportunities within recurring collections activities, manual reporting, customer follow-up, account review, escalation routing, and payment tracking processes.
• Intermediate proficiency using Microsoft Excel; ability to work with spreadsheets, aging reports, account data, formulas, filters, pivot tables, and basic reporting to support data-driven decisions.
• Strong analytical skills with the ability to interpret account trends, prioritize risk, resolve discrepancies, and translate findings into clear recommendations.
• Additional critical skills include customer negotiation, cross-functional collaboration, ethical judgment, high attention to detail, and the ability to communicate professionally with customers, internal partners, and senior leaders.

Hours and Location

• Location: Fully remote unless near an office location: Irvin