Accounts Receivable Analyst

Overview

This role involves analyzing, monitoring, and managing assigned customer accounts to support timely payment and accurate reporting of customer financial responsibility for services and products.

Responsibilities include reviewing account balances after payments are applied, handling adjustments and billing activity as needed, resolving discrepancies, and coordinating with internal and external stakeholders to facilitate collections.

Responsibilities

• Analyze, monitor, and maintain an assigned customer account portfolio.
• Provide customers with account reporting, invoices, and statements to support timely payment.
• Review account balances after payments are applied and generate necessary adjustments, overpayment notifications, refund requests, and secondary billing as needed.
• Notify the Senior Manager of any potential loss and recommend account adjustments or balances for write-off to senior management.
• Reduce delinquency for assigned accounts.
• Discuss transactions with customers and provide research and reconciliation as required.
• Enlist the efforts of Sales and senior management when necessary to accelerate the collection process.
• Resolve customer credit requests, short payments, and account discrepancies.
• Collaborate with internal teams to facilitate payment on customer accounts.
• Respond promptly to correspondence and internal and external customer needs.
• Prioritize and manage multiple tasks.
• Maintain accurate, organized, and detailed account records.
• Apply strong analytical and decision-making skills to account issues.
• Perform other duties as assigned.
• Comply with all policies and standards.
• Demonstrate comfort adopting emerging AI tools and technologies to optimize processes, improve collaboration, and drive operational effectiveness.

Requirements

• Associate’s Degree (AA) in Business Administration, Accounting or Finance or comparable experience preferred.
• Experience analyzing, monitoring, and maintaining customer account portfolios.
• Experience reviewing account balances, payments, adjustments, refunds, and billing activity.
• Experience researching and resolving short payments, credit requests, and account discrepancies.
• Experience communicating with customers and internal teams to support timely collections.
• Strong written and oral communication skills.
• Excellent customer service skills.
• Advanced proficiency in Microsoft Office.
• Ability to work independently and with team members across the department and organization.
• Strong analytical and decision-making skills.
• Ability to research and reconcile customer account transactions.
• Ability to prioritize and manage multiple tasks.
• Strong organizational skills and attention to detail.
• Positive attitude, strong work ethic, and accountability.
• Ability to collaborate with internal and external stakeholders.

Compensation & Benefits

A comprehensive benefits package is provided, including:

• Medical, dental, and vision plans
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• Income protection through disability and life insurance
• 401(k) with company match
• Unlimited PTO, paid company holidays
• Hybrid/remote work
• Paid bonding leave for eligible employees
• Employee discounts
• Employee Assistance Program (EAP)

Additional offerings include accident, critical illness, long-term care, and hospital indemnity coverages, legal and identity theft protection, pet insurance, supplemental life insurances, referral bonuses, charitable donation matching, and allowances for eligible roles.

Location

Remote. Job duties are performed from the employee’s home or another approved remote location. Remote employees are expected to maintain productivity, communication, and availability during agreed-upon working hours, in alignment with company policies.

Requires Travel: Yes

Additional Information

• All offers of employment are contingent upon the successful completion of a comprehensive background check.
• Equal Opportunity Employer: employment opportunity is provided free from unlawful discrimination based on race, color, religion, gender, age, national origin, disability, veteran status, marital status, sexual orientation, or any other status or condition protected by local, state or federal law.