Analyst, Accounts Receivable

The Accounts Receivables focus specializes in updating and summarizing receivables. The primary responsibility of this position includes invoice creation and proof of performance confirmation and may assist with smaller or less complex business units or customer accounts.

Essential Duties And Responsibilities

• Responsible handling the billing and collections of outstanding accounts receivable dollars of the existing client base, as well as researching and resolving discrepancies handling adjustments, responding to inquiries, and reducing accounts receivable delinquency.
• Heavy focus on collecting outstanding balances on assigned accounts and related functions:
• Investigate historical data for debts and bills
• Enter in notes regarding collection attempts into finance software
• Account review and reconciliation of payments and invoicing
• Prepare adjustments as needed on assigned client accounts.
• Answer and respond to internal and external calls/ emails promptly
• Review status of delinquent accounts that appear on the monthly aging report and initiate collection action to resolve unpaid balances.
• Responsible for monitoring and maintaining customer past due accounts – Making outbound collection calls to delinquent accounts, account adjustments, small balance write off, customer reconciliations, processing credit memos, and cash posting, including refund requests.
• Generate and send monthly statements to customers.
• Must communicate and follow up effectively with each department regarding customer accounts on a timely basis.
• Identify issues attributing to account delinquency and discuss them with management.
• Provide timely follow-up on payment arrangements.
• Provide documents timely to accounts and follow up to encourage payment of delinquent accounts.
• Process and record refunds on assigned client accounts while adhering to department policy and internal controls.
• Prepare documentation for submitting delinquent accounts to an attorney or outside agency for collection.
• Meets or exceed productivity standards in the completion of daily and monthly assignments and accurate production
• Complete billing system updates
• Responsible for updating customer information in the CRM system.
• Provide process improvement ideas and feedback to management.
• Perform other related duties as assigned.
• Position is subject to additional related duties as assigned
  
  

Job Qualifications

• Bachelor’s degree in accounting, business or equivalent work experience.
• 5 years of experience in billing and collections of corporate collections and management experience, including interaction with a large customer base (such as vendor to client company) experience.
• Computer Skills: Solid Microsoft Office skills, including Word, Excel, and Outlook.
  
  

Knowledge, Skills & Abilities

• Excellent communication and interpersonal skills
• Excellent knowledge of billing procedures and various collection techniques
• Excellent negotiation and decision making skills; critical thinker by nature with great attention to detail
• Must demonstrate the ability to clearly and professionally express ideas to audiences of varying levels, including coworkers, supervisors, executives, and vendors
• Knowledge of collection laws and regulations
• Excellent analytical, financial, and problem-solving skills
• Intermediate to advanced experience in Excel: V-look ups and Pivot tables are a plus
• Outgoing and extroverted personalities are ideal for this role.
• Comfortable working with targets
• Must be able to diffuse high tension situations confidently, effectively, and professionally. Strong organizational and time management skills.
• Self-motivated and eager to learn and grow into a leader
• Must have demonstrated the ability to work effectively with all levels of management, exercising discretion and independent judgment while performing duties with limited supervision.
• Collaborative team player proactively engages others to generate ideas, processes, and solutions for the business to enhance internal/external customer experience.
• Ability to adapt to process changes due to growth
• High degree of accuracy and attention to detail, employing detailed documentation
• Excellent analytical, financial, and problem-solving skills.
• Ability to meet deadlines, prioritize objectives and perform under pressure.
• Ability to accept change, be innovative and self-motivated
• Experience with Great Plains 2016 and CRM experience desirable
  
  

Learfield offers a full spectrum of benefits for eligible employees including Medical, Dental, Vision, Health Savings Account, Life Insurance and Other Insurance Plans, Flexible Paid Time Off (including Parental Leave), Paid Holidays, 401(k), and Short/Long Term Disability.

Learfield is an Equal Opportunity Employer. We provide equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.