Accounts Receivable Associate

Overview

This position ensures the assigned Accounts Receivable (AR) portfolio is reviewed weekly and that AR activities are completed in accordance with customer agreements and established policies and procedures. The role partners with internal and external customers, Sales, Commercial, Customer Relations, internal AR teams, and Finance to support customer reconciliation and account follow-up.

Responsibilities

• Review portfolio aging and follow the collection strategy.
• Monitor customer payment trends using SAP reporting tools and share findings during weekly reviews and monthly metrics reporting.
• Identify root causes of invoice, payment, or account discrepancies and route issues to the appropriate department for resolution (with guidance as needed).
• Record, track, and resolve invoice discrepancies or disputes in the Account Log.
• Notify the Credit Department promptly of accounts experiencing financial difficulties.
• Escalate concerns immediately, including changes in customer payment trends and other payment-related challenges.
• Understand unapplied and unallocated cash and support account reconciliations.
• Perform assigned functions in accordance with internal controls, policies, and procedures.
• Develop working knowledge of customer policies and procedures related to Collections and Credit, and comply with the language of customer and/or State agreements.
• Proactively follow up with customers to ensure payments are received on time and in compliance with required activities, due dates, and requirements.
• Record, track, and monitor customer payment status; respond to inquiries including Statements of Account and invoice copies.
• Ensure accuracy and completeness of information used in calculations and reporting.
• Reconcile payment variances and trends to resolve customer issues, including the collection of deductions.
• Interact effectively with internal and external stakeholders, including presenting the status of lower-complexity customer accounts.
• Perform other duties as assigned.

Requirements

• Perform job functions in accordance with applicable Standard Operating Procedures (SOP), federal and state laws, Occupational Safety and Health Administration (OSHA) guidelines, health authority regulations, and departmental processes.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or an equivalent combination of education and experience.
• 1–3 years of relevant experience, preferably in Accounts Receivable, Accounting, or Finance.
• Knowledge of Accounts Receivable processes and a computerized accounting environment.
• Strong analytical, problem-solving, organizational, and attention-to-detail skills.
• Ability to analyze, summarize, and clearly present large volumes of data.
• Excellent verbal and written communication skills, including communicating effectively with employees at all levels and with customers.
• Ability to work independently and collaboratively, prioritize multiple tasks, and meet deadlines.
• Ability to identify root causes, resolve issues, and appropriately escalate matters when needed.
• Ability to prepare reports, business correspondence, and presentations.
• Ability to perform basic calculations, including percentages, ratios, and rates.
• Professional proficiency in English, both written and verbal.

Preferred Qualifications

• Experience with SAP and Microsoft Office, particularly Excel.

Compensation & Benefits

• Competitive salaries and benefits.
• Inclusive environment.

Location

• Upjohn Export B.V. sucursal Costa Rica
• #LI-Remote