Senior Accounts Receivable Analyst

Key Responsibilities

• Prepare and issue accurate and timely customer invoices in accordance with contractual terms.
• Review billing data for completeness and accuracy; coordinate with internal teams to resolve discrepancies.
• Maintain customer account information to support accurate billing and collections.
• Assist in monitoring invoice delivery and follow up as needed to confirm receipt.
• Support evaluation of credit risk for new and existing customer accounts.
• Prepare and maintain revenue accounting and reconciliation schedules with supporting documentation in accordance with ASC 606 Revenue Recognition standards for month-end close and audits.

• Independently conduct collection activities to support timely payment of outstanding invoices.
• Communicate with customers via phone and email regarding past due balances.
• Research and assist in resolving payment disputes, short payments, and unapplied cash.
• Escalate delinquent accounts to the AR Manager, as appropriate.
• Maintain thorough documentation of collection communications and account status.
• Build and maintain Excel-based reports and analyses of collection performance and aging trends.
• Collaborate with other departments to optimize cash flow and reduce DSO.

• Apply incoming payments accurately and in a timely manner.
• Research and resolve unidentified or misapplied payments.
• Perform monthly reconciliations of customer accounts and the AR subledger to the general ledger, investigating and resolving variances promptly.
• Lead end-to-end financing programs, overseeing application processing, draw management, and collaborating closely with lending partners on post-maturity collection efforts.

• Leverage advanced Excel skills (XLOOKUP, Pivot Tables, INDEX/MATCH, etc.) to analyze large data sets, build reports, and streamline AR workflows.
• Proactively identify opportunities to improve and automate billing, collections, cash application, and reconciliation processes, and take ownership of implementing solutions.
• Develop and maintain templates, tools, and automated reports that increase accuracy and reduce manual effort.
• Document procedures and partner with the AR Manager to implement process improvements and best practices.

• Partner with Sales, Operations, and other departments to address billing and payment issues.
• Clearly explain account balances, payment terms, and billing details to customers and internal stakeholders.
• Maintain professionalism and composure when handling difficult conversations.
• Communicate financial information in a way that is understandable to individuals with varying levels of financial literacy.

Skills, Knowledge and Expertise

• Minimum 2-4 years of experience in Accounts Receivable, billing, and/or collections.
• Bachelor's degree in Accounting, Finance, or related field is preferred; Associate’s degree in Accounting, Finance, or related field with equivalent accounts receivable, billing, or collections experience may be considered.
• Advanced proficiency in Microsoft Excel specifically with XLOOKUP, VLOOKUP, Pivot Tables, and INDEX/MATCH.
• Strong attention to detail and organizational skills.
• Strong analytical, reconciliation, and problem-solving skills.
• Motivated self-starter with the ability to work autonomously with minimal supervision, manage competing priorities, and take ownership of tasks through completion.
• Clear and professional communication skills suitable for collections and internal coordination.

• Experience with NetSuite ERP.

• Ability to sit, stand, and work at a computer for extended periods.
• Occasionally lift and carry items weighing up to 10 pounds.

Benefits

• Comprehensive Medical Benefits with FSA/HSA Options
• Supplemental Insurance (Disability, Accident, Critical Illness, Hospital Indemnity)
• Company-Paid Life Insurance
• 401(k) with Company Match
• PTO & Paid Holidays
• Maternity Leave