Position Responsibilities
The Accounts Receivable Accounting Analyst role focuses on ensuring accurate accounting, timely reconciliations, and supporting financial processes to maintain operational efficiency and drive improvements, including AI-driven initiatives.
. Role overview and responsibilities: The AR Analyst supports AR Managers with audits, aging reports, acquisitions, and month-end close activities, while also handling complex customer issues and collaborating across departments to enhance financial forecasting and compliance.
. Process improvement and cross-training: The position involves cross-training in Costpoint, AR, GL, and Blackline functions, driving process assessments, workflow efficiencies, policy development, and AI-enhanced change management.
. Customer service and reporting: Duties include improving customer service, preparing ad hoc reports, supporting risk analysis, and resolving escalated issues to optimize accounts receivable and cash workflows.
. Required skills and qualifications: The role requires strong organizational, communication, and analytical skills, proficiency in accounting systems and Microsoft Office, and three to five years of relevant experience, preferably in the software industry.
Qualifications
Key Responsibilities
- Support AR, GL, and Blackline function under management direction, ensuring thorough process assessment and recommending improvements for AR, cash integrations, and workflow efficiencies.
- Oversee the development and implementation of departmental policies and procedures, proactively identifying management opportunities and solving problems as they arise.
- Enhance processes and deliver exceptional customer service to both internal and external stakeholders.
- Assist team members in preparing ad hoc reports and analytical tasks.
- Support risk analysis and quality assurance within accounts receivable, including responsibilities related to acquired acquisitions.
- Facilitate and prioritize the resolution of escalated issues and process improvements, driving change management and AI enhancements in current processes.
- Crosstrain in Costpoint, AR, GL, and Blackline functions, ensuring ongoing assessment and improvement of processes, policies, and procedures to optimize AR and cash workflows.
- Collaborate with team members to document departmental policies and procedures, identify opportunities, and drive process improvements.
- Prepare and deliver ad hoc reports and analysis for management review.
Required Skills and Competencies
- Strong organizational skills and a goal-oriented approach, complemented by excellent communication, customer service, and negotiation abilities.
- Proficiency in data research and effective problem-solving techniques.
- Ability to respond promptly to internal and external customer inquiries, identify root causes, evaluate options, and implement or follow up on solutions for resolution.
- Professional and courteous communication with key managers, Customer Service, Sales, and external clients, with a focus on improving cash flow.
- Support for Order-to-Cash (OTC) operations, including electronic payment systems and oversight of customer cash applications across multiple platforms such as Costpoint, month-end processing, general ledger postings, and accounting close activities.
- Strong critical and technical thinking skills for resolving challenges and making well-informed decisions through detailed analysis.
- Ability to excel in a high-energy, high-volume work environment while maintaining a positive and adaptable attitude amid shifting priorities and multiple demands.
- Demonstrated reliability, innovation, and the ability to generate new solutions for process improvement.
- Capability to effectively evaluate and enhance business processes.
Job Requirements
- Bachelor's degree in accounting is preferred.
- Three to five years of experience in accounts receivable processing, Costpoint, general ledger, and month-end close, preferably in the computer software industry.
- Knowledge of electronic payment processing through payment portals and credit card systems.
- Experience with multiple ledgers, intercompany transactions, and general ledger reconciliation.
- Excellent interpersonal skills, with the ability to communicate clearly both verbally and in writing.
- Proficiency in Microsoft Office applications.
- Advanced applications in Excel.
- Strong ability to create ad hoc and metric reports.
- Ability to work independently and collaboratively within a team environment.
