Accounts Receivables Analyst

Overview

The organization is seeking an Accounts Receivables Analyst to join a growing team. This role supports financial transactions, payment processing, discrepancy resolution, and works closely with Account Managers and other stakeholders to ensure accurate accounts receivable activities.

Responsibilities

• Discrepancy Resolution: Identify and resolve discrepancies in financial transactions before applying funds to ensure accuracy; collaborate with accounting teams and field offices to support AR activities and resolve issues.
• Operating and Trust Account Exceptions: Handle exceptions related to operating and trust accounts, ensuring proper resolution and documentation.
• Payment Identification & Application: Coordinate with Account Managers to identify payments and apply payments accurately to corresponding accounts.
• Daily Reconciliation Payment Packet: Perform daily reconciliation between payments received at the bank and receipted in the system; gather supporting evidence and send it to the Supervisor for review.
• Finance Agreement Processing: Process finance agreements for funding in accordance with established procedures.
• Portal Tickets: Manage portal tickets, address inquiries, and resolve issues in a timely manner.
• Interoffice Bank Transfers: Facilitate interoffice bank transfers as needed, ensuring proper documentation and compliance.
• Payment Review in “Claim this Client” System: Review and resolve payments posted in the “Claim this Client” system, address discrepancies, and ensure accurate accounting.
• Aged Receivables: Monitor and manage aged receivables; take proactive steps to resolve outstanding issues.
• Team Support: Provide backup support during peak workloads or absences to maintain workflow continuity.
• Ad Hoc Projects: Assist with special projects as assigned by management to support departmental goals and initiatives.

Requirements

• Insurance accounting experience required.
• Bachelor’s degree in Accounting, Finance, or related field (preferred).
• 2+ years of experience in accounts receivable or related financial analysis role.
• Strong attention to detail and problem-solving skills.
• Strong customer service skills.
• Proficiency using accounting software and Microsoft Office Suite.
• Excellent written and oral communication and interpersonal skills.
• Ability to work independently and meet deadlines.
• Adaptability to changing processes and willingness to learn.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.

Compensation & Benefits

• Pay Range: $31.25 - $32.00 Hourly
• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Time Off & Additional Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Equal Opportunity

As an Equal Opportunity Employer, the organization is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives.