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Accounts Receivable Analyst

Responsibilities

  • Analyze, reconcile, research open past due balances to determine “root cause”.
  • Demonstrates knowledge of financial processes, accounting policies, systems, controls, and work streams.
  • Works closely with all departments including Customer Service to resolve past due issues related to billing or claims.
  • Create AR aging and metrics reports.
  • Effectively applies knowledge of job and company policies and procedures to complete a variety of assignments.
  • Review Month-End close reports for approval to send timely Clients.
  • Develop and maintain a positive and professional relationship with Clients and Customers.
  • Offer support and advice to other accounting departments or peers.
  • Attend bi-weekly/monthly meetings with external Clients to review aging status with Account Manager-when applicable.
  • Possesses strong organizational skills and prioritizes getting the right things done.
  • Works independently within established procedures; may receive general guidance on new assignments.
  • Other duties as assigned.

Qualifications and Job Specifications

  • Bachelor’s Degree in accounting, Finance, Business or other related field.
  • 3+ years’ experience in related field preferred.
  • Previous accounts receivable experience preferred.
  • Demonstration of the following:
    • Attention to detail and organization.
    • Effective time management skills.
    • Receive constructive feedback.
    • Excellent oral and written communication skills.
    • Adaptable to changes in a fast-paced environment.
    • Critical thinking.

Technical Expertise

  • Navigate through ERP systems such as QuickBooks, Tecsys Elite.
  • Retrieve and analyze data via Report Writer.
  • Analyze data from disparate systems.
  • Accurately key data into systems.
  • Intermediate level Microsoft Office skills: Outlook, Excel (including Pivot Tables), PowerPoint.
  • Communicate swiftly through IM systems.
  • Clear and professional diction.
  • Basic Math skills.

Additional Employment Requirements

  • Must be able to successfully pass all preliminary employment requirements (i.e., background check and drug screen).
  • Must have a valid driver’s license.

Physical/Mental/Visual Demands

  • Work is light to medium in nature with frequent walking to perform assigned tasks.

Working Conditions

  • Activities occur within a typical office environment.

Equipment Operated

  • Equipment: Laptop computer, cell phone, fax machine, copier, and desk phone.
  • Systems: Outlook, Excel, Word, PowerPoint, QuickBooks Tecsys Elite, Kanban.

*NO AGENCIES PLEASE*

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