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Analyst, Revenue Services

Preferred Travel Group
Newport, CA Full Time
POSTED ON 2/2/2025
AVAILABLE BEFORE 4/2/2025

GENERAL SUMMARY

The Analyst, Revenue Services is responsible for cash collections, the timely and accurate application of cash, tracking of new contracts and addendums, maintenance of customer records, dispute resolution, metric reporting and accounting management within the department.


ORGANIZATIONAL RELATIONSHIP

Under the general supervision of the Director, Revenue Services, the Analyst, Revenue Services interacts with all departments, Area Managing Directors (AMD), Regional Directors (RD) and customers.


DUTIES & RESPONSIBILITIES

A.    Monitor given Regions AR (local and Global) by making collection calls and/or emailing hotels

B.    Research and resolve customer disputes related to receivables accounts

C.    Work with AMDs and RDs to obtain support in collection efforts. Have regular scheduled calls with the RDs to review outstanding balances in global time zones

D.    Perform reconciliations and analysis related to receivables accounts

E.    Prepare and monitor data sent to outside collection agencies / law firms 

F.    Recommend and process Service Level Restrictions in CRM

G.    Produce specified reports on weekly, monthly basis

H.    Track and report on payment plans, unapplied cash and specific revenue  streams.

I.    Handle miscellaneous billing inquiries received

J.    Participate in off-hour discussions in global time zones as needed 

K.    Assist with other Revenue Services or Accounting tasks and projects as assigned.

L.    Process Cash Receipts in a timely and accurate manner, including direct debits/credit cards, as needed

M.    Set up and maintain hotel customer information in billing system, as needed

N.    Produce invoices/statements at customer request, as needed


QUALIFICATIONS

    College degree or equivalent

    Minimum of 1 – 3 years of experience in accounting (Cash, AR, Credit & Collections)

    Intermediate level knowledge of Microsoft Office products including Word, Excel, and Outlook

    Knowledge or experience with Great Plains Software is a plus

    Ability to prioritize daily tasks and meet deadlines

    Strong organization and analytical skills

    Excellent interpersonal and communication skills

    Strong attention to detail

    Ability to work in a team-oriented, fast-paced and dynamic organization


WORKING CONDITIONS 

This role follows a hybrid working model, with a base out of the Preferred Travel Group Newport Beach office location. Associates are generally expected to work from the office 2-3 days per week, allowing for a balance of in-person collaboration and flexible remote working. Office space is beautifully as well as functionally decorated including all required technology tools. Employee is seated most of the time. 


REQUIRED TRAINING

1.    Orientation

2.    Great Plains Training


DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.


Salary range: USD $25.00-29.00/hour; actual compensation within this range will be determined by multiple factors including candidate experience and expertise.

Salary : $25 - $29

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