Credit Analyst
Essential Duties
Review client and new matter intake requests for new and existing clients to assess creditworthiness, financial condition, business reputation, payment history, and overall risk profile using available credit, financial, firm, and publicly available information
Support the Credit Manager in recommending appropriate credit terms, retainers, billing arrangements, and risk mitigation measures for new and existing clients
Conduct research on prospective and existing clients, including corporate structure, industry risk, litigation or bankruptcy indicators, payment trends, and other factors relevant to client business risk
Prepare and document retainer recommendations and other credit controls consistent with firm policy, client risk profile, and guidance from the Credit Manager
Partner with the Collections team to prepare clear, actionable creditworthiness summaries and identify matters requiring escalation to the Credit Manager or other firm leadership
Collaborate with billing attorneys, leadership, and the Credit Manager to resolve client credit concerns, collections issues, payment delays, and related risk matters in a timely and professional manner
Maintain organized documentation of credit reviews, recommendations, approvals, and follow-up actions to support transparency, consistency, and audit readiness
Monitor changes in client financial condition, payment behavior, ownership, or other risk indicators and communicate material concerns to the Credit Manager
Other Duties
Other duties as assigned
Reporting Relationship
This Credit Analyst position reports to the Credit Manager
Direct Reports: None
Qualifications
Knowledge/Experience
Previous experience in financial analysis, credit analysis or credit management is highly preferred. Relevant certifications in credit management are a plus.
Experience using credit reporting, financial research, and business intelligence tools, including S&P Capital IQ, Experian Business IQ, Dun & Bradstreet, Coface, or comparable platforms is a plus.
Experience in a law firm, partnership, or other professional services environment is preferred.
Skills
Demonstrated experience performing credit analysis, financial research, risk assessment, or related finance operations work
Ability to interpret financial, credit, and public-record information and translate findings into practical, business-oriented recommendations
Self-motivated professional with strong interpersonal skills, discretion, and the ability to work effectively with attorneys, clients, and staff across all organizational levels
Strong analytical, research, and critical-thinking abilities, with attention to detail and a commitment to accuracy, consistency, and sound judgment
Ability to prioritize and handle multiple tasks in a fast-paced, changing environment
Excellent oral and written communication skills, including the ability to summarize complex credit or risk issues clearly for attorneys, managers, and leadership
Advanced MS Excel, Word, and Outlook skills with the ability to learn new software tools. Intapp Intake and 3E are preferred but not required
Ability to manage confidential information with professionalism and good judgment
Familiarity with law firm billing, collections, intake, conflicts, or client/matter lifecycle processes is preferred
Education
A Bachelor’s degree in finance, accounting, business, or a related field
Physical Demands
Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time.
Working Conditions
Office environment.
At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.
Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.