Ar Analyst

POSITION SUMMARY
The Accounts Receivable (AR) Analyst will assist their AR team members in executing the full cycle of AR
processes. The primary tasks include but are not limited to creating and maintaining big-data Excel schedules,
preparing, reviewing, and posting AR entries in the accounting system of record (including via file import),
initiating ACH batches to collect payments from customers, posting payments to customer accounts, reconciling
payments against customer-provided support, and performing various other reconciliations as needed. The AR
Analyst will need to make decisions about workflow prioritization and task deadlines to help the AR team collect
payments effectively and efficiently. To perform this job successfully, the candidate must be a proactive,
dependable team player with a focus on customer service and able to learn quickly.
ESSENTIAL DUTIES & RESPONSIBILITIES
Preparation and maintenance of import schedules, used to import financial information into the accounting
system of record
Utilize Microsoft Office, especially Excel, Outlook, and Word daily; learn to use tools like mail merge to
prepare invoices and bills for clients
Collaborate with related departments, especially Accounts Payable and Analyst team; provide consultation
and make decisions to ensure the monthly business cycle processes flow smoothly between all departments
Prepare ACH batches to collect funds from customers, carefully upholding segregation of duties and
maintaining a strong internal controls environment
Post customer payments to revenue accounts in compliance with the Companys financial policies and
procedures
Reconcile data from contract management system against accounting system
Reconcile customer payments against the invoice and support, identify and record discrepancies in an
organized manner to facilitate efficient follow up
Execute customer dunning efforts with extremely high level of professionalism, always providing premium
quality customer service
Independently conduct research and demonstrate critical thinking; must be able to interpret results to
answer questions from clients and colleagues in Finance and Operations
Special projects as assigned by immediate supervisor
Travel is typically not required for this role
QUALIFICATIONS (Education, Experience, & Skills required)
High School Diploma or equivalent
Bachelors Degree, preferably in Accounting, Finance, or Business Administration
1+ year(s) of experience in accounts receivable or related field
Excellent Microsoft Office (Excel, Word, Power Point, Outlook)
Strong analytical skills and problem-solving skills, including proven ability to reconcile big data between
multiple source documents
Excellent verbal and written communication skills
Strong problem-solving skills and ability to work with minimal supervision while exercising sound and
independent judgment
Exceptional customer service and people skills, including openness to giving and receiving candid feedback
Ability to communicate with internal and external stakeholders effectively and succinctly
Must be highly organized and detail oriented; proven ability to keep track of priorities
Must be able to multitask and flexibly pivot between priorities, but always following through
Maintain confidentiality, protecting the Company and our clients
Must be committed to providing only the highest quality of work outputs, including conducting thorough
self-reviews before completing tasks