Senior Accounts Receivable and Automation Specialist

Overview

This role supports the Accounts Receivable function through advanced reporting, automation, analytics, and process improvement initiatives. Reporting to the Associate Director of Billing & Receivables, the position partners with Finance and IT to improve accuracy, efficiency, and visibility across billing and collections.

Responsibilities

• Manage complex accounts receivable reporting, collections analytics, and aging analysis.
• Manage a portfolio of complex VIP clients and coordinate with other departments to facilitate recovery of past due receivables.
• Reconcile complex cash application issues to determine root cause and present findings to clients in a way that restores trust and provides clarity going forward.
• Develop automated reporting and workflow solutions using Excel, VBA, Python, Microsoft Copilot, and other AI tools.
• Create recurring automated aging reports and stakeholder reporting based on criteria established by the Associate Director.
• Build dashboards, reporting tools, and process automation solutions to improve efficiency, accuracy, and productivity.
• Partner with IT on system enhancements, integrations, testing, and data initiatives.
• Analyze large datasets and present findings and recommendations to the Associate Director.
• Contact clients regarding past due balances and access client portals to confirm invoice uploads and payment remittance dates.
• Document processes and maintain reporting and automation tools in a designated, secure location.
• Assist with locating remittance details pertaining to, but not limited to, ACH, Credit Card, and Lockbox payments.
• Drive projects that produce measurable operational improvements and reduce manual effort.
• Assist with the month end close process and annual audit as requested.
• Prepare various reports.
• Attend conferences and seminars as required.
• Make recommendations to improve business unit practices and processes.
• Perform other related duties as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, Computer Science, or a related field.
• Minimum of four years of Accounts Receivable, Billing, Revenue Cycle, or related financial experience.
• Proven experience implementing process improvements through technology and automation.
• Experience working with ERP systems, financial applications, and reporting platforms.
• Advanced Microsoft Excel experience, including VBA/macros, Power Query, Pivot Tables, dashboards, and complex formulas.
• Strong Python skills for reporting, workflow, and process automation.
• Experience using Microsoft Copilot or similar AI tools to automate business processes.
• Strong understanding of data management, system integrations, reporting tools, and business applications.
• Cultural competency and ability to communicate effectively in a culturally sensitive manner with individuals and groups from diverse backgrounds.
• Exceptional analytical and problem-solving skills.
• Strong communication skills with technical and non-technical stakeholders.
• Results-oriented, highly accountable approach.
• Strong project management and organizational abilities.
• Ability to maintain focus and consistently meet strict deadlines.
• Ability to work independently in a remote environment.
• Ability to independently identify opportunities, develop automated solutions, and deliver measurable results within aggressive timelines.

Preferred Qualifications

• Any combination of education, training, and experience equivalent to the requirements above that has supplied the necessary knowledge, skills, and experience to perform the essential functions of the job.

Compensation & Benefits

• For applicants who will perform this position in New York City or Westchester County: proposed hourly salary is $46.00/hr. to $51.00/hr.
• For applicants who will perform this position outside of New York City or Westchester County: salary will reflect local market rates and be commensurate with the applicant’s skills, job-related knowledge, and experience.

Location

• New York City or Westchester County, or other locations depending on applicant assignment location.