Accounts Receivable Analyst

Overview

This role supports accounts receivable functions by reviewing, communicating, and reporting on customers’ financial responsibility for services and products delivered. The analyst works with internal and external stakeholders to help ensure timely payment and proper account management.

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.
• Coordinate with 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.
• Adopt 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 includes:

• Medical, dental, and vision plans
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• Disability and life insurance (income protection)
• 401(k) with company match
• Unlimited PTO and paid company holidays
• Hybrid/remote work options
• Paid bonding leave for eligible employees
• Employee discounts and access to an Employee Assistance Program (EAP)
• Additional offerings including 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.
• Travel: Yes

Additional Information

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