The Trade Desk

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Credit & Collections Analyst

Ventura, CA
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CPA not required
No Public experience required

The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media-buying platform that helps brands deliver a more insightful and relevant ad experience for consumers — and sets a new standard for global reach, accuracy, and transparency.

So if you’re talented, driven, creative, and hungry to bring something entirely new and wildly ambitious into the world (and have some fun doing it), then we want to talk.


The Credit & Collections Analyst will play a key role in recommending new credit and extensions of credit through research and analysis of financial documents, as well as assisting in the collection of overdue receivables. The successful candidate for this position will have strong attention to detail while also being proactive and self-directed, setting the bar high for themselves and their product.


  • Financial and credit risk assessment for both new and existing customers.
  • Ensure timely and diligent review of customer credit files in Salesforce.
  • Manage and evaluate customer exposure versus credit limit, and review and preparation of monthly logs pertaining to new accounts, account changes and over the credit limit.
  • Analyzes financial statements, credit reports, references for the purpose of establishing or maintaining credit limit.
  • Communicates and consults with customers, sales, credit mgt. regarding credit issues.
  • In case of limited financial information, evaluate alternative options such as bank guarantees.
  • Must be proactive with his/her communication and collaboration with the Sales team to ensure quality support of our customers.
  • Ensures protection of company credit exposure through diligent customer portfolio evaluation.
  • This position will be heavily involved in producing and maintaining key reports related to A/R activity such as collections, cash forecast and month end to name a few.


  • 3-5 years Corporate Credit and Collections experience.
  • Ability to read and interpret financial statements and D&B reports.
  • Knowledge of Basic Accounting and Collections procedures
  • Accounts Receivable knowledge/experience a plus
  • Strong attention to detail, organizational skills and time management.
  • Strong work ethic and self-discipline.
  • Experience with Oracle, GetPaid and Salesforce a plus but not required.
  • Knowledge of MS Excel (V-Lookups, pivot tables) required.
  • Commitment to excellent customer service.
  • Excellent written and verbal communication abilities.
  • Ability to prioritize and manage multiple responsibilities.

The Trade Desk does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of The Trade Desk. The Trade Desk is an equal opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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