Role Overview
This position is responsible for maintaining the integrity and performance of Accounts Receivable operations, focusing on collections and cash application processes. The Analyst ensures data accuracy, supports financial reporting, and drives process improvements to meet the demands of a growing organization.
Key Responsibilities
- Produce regular and on-demand reports that track AR performance, collections activity, payment trends, and key operational metrics.
- Examine inconsistencies across financial systems, including ERP platforms, external invoicing tools, and customer-facing portals.
- Enhance reporting capabilities by identifying automation opportunities and improving real-time access to critical AR data.
- Collaborate with Accounting and FP&A teams to resolve discrepancies and support month-end closing activities related to accounts receivable.
- Analyze variances in data and processes, escalate issues when necessary, and support timely resolutions.
- Design and implement workflow improvements across collections and cash application functions to increase scalability and reduce manual effort.
- Develop tools, templates, and reporting solutions that improve operational efficiency and data reliability.
- Participate in User Acceptance Testing for system updates affecting AR reporting, reconciliation, or payment workflows.
- Work closely with Product, Engineering, and Data teams to ensure reporting and operational needs are met in system design.
- Document processes, reporting logic, and workflows to maintain consistency and transparency across teams.
- Support onboarding and stabilization of complex customer accounts, including discovery of billing, payment, and reporting requirements in coordination with Account Management and Sales.
- Design and maintain workflows for collections tracking, payment application, and reporting visibility.
- Assist in reconciling accounts with multiple payment sources or non-standard billing structures.
- Act as a central point of coordination during high-volume periods across Collections, Cash Applications, Invoicing, and Sales teams.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, Business Administration, or equivalent practical experience.
- 2–4+ years of experience in financial operations, billing, collections, or accounts receivable functions.
- Experience building automated tools, macros, or process enhancements using Excel, Google Sheets, or scripting platforms.
- Hands-on experience with ERP systems such as NetSuite or similar, particularly in invoicing, payments, and reporting modules.
- Strong analytical skills with the ability to diagnose issues, trace root causes, and recommend effective solutions.
- Experience handling large or complex datasets and transforming them into actionable insights.
- Proven ability to independently assess workflows, identify inefficiencies, and implement scalable improvements.
- Ability to manage multiple priorities in a fast-paced, high-volume environment.
- Clear communication skills to convey financial information to both technical and non-technical stakeholders.
- Strong collaboration skills with experience working across Finance, Accounting, Invoicing, Sales, and Data teams.
- High attention to detail, with strong documentation and process design capabilities, and a commitment to financial accuracy.
Preferred Qualifications
- Experience with third-party invoicing or vendor management platforms such as OpenInvoice, Ariba, Fieldglass, or Cortex.
- Background supporting complex or customized client billing, payroll, or payment arrangements.
- Familiarity with Salesforce, Sigma, Tableau, SQL, or similar data and reporting tools.
- Exposure to process automation, AI-driven validation, or system enhancement initiatives.
- Industry experience in staffing, labor services, or energy sectors.
Technical Environment
Tools and platforms used include Excel, Google Sheets, NetSuite, ERP systems, Salesforce, Sigma, Tableau, SQL, scripting tools, third-party invoicing platforms, and customer portals. Office software such as email, Google Docs, Microsoft Word, PowerPoint, and Excel are used regularly.
Work Environment
This is an onsite role requiring regular attendance at the office. The position involves extended periods of sitting or standing, occasional stationary work, and standard use of computers and office equipment. Travel may be required up to 10% of the time.
Impact and Growth
The Analyst contributes to meaningful improvements in financial operations, supports complex customer environments, and helps shape the evolution of accounts receivable processes as the organization scales. This role offers the chance to build systems that increase efficiency and accuracy across the finance function.
