Accounts Receivable Analyst

The Role:

We are seeking a skilled accounts receivable professional to join our team to help process, track, and record invoices and payments in an accurate, efficient, and timely manner. The accounts receivable specialist will have both a day-to-day and ongoing impact on financial transactions, keeping us on track and on time. The ideal candidate will have experience in client onboarding, cash collections, cash forecasting, and proficiency in NetSuite or similar ERP systems.

In this role, you will have the following key responsibilities:

New Client Onboarding: Conducting credit checks and analysis of new and existing customers.

Manage Client Information: Ensure that all client paperwork is up to date and saved in an organized manner.

Sales Tax: Stay on top of sales taxes rules and apply taxes where required. Properly document and manage client tax exemption certificates and pass through certificates.

Client Billing: Preparing and sending out invoices to the diverse group of clients in a timely and efficient manner.

Cash Reporting: Daily cash flash reports, processing payments in, updating cash-in tracking report.

AR Reporting: Prepare standard monthly and quarterly reports; prepare ad hoc reports as needed.

Client Payments: Ensuring that payments due are collected promptly and accurately by analyzing and reconciling customer accounts.

Process Improvement: Continuously evaluate and improve accounts receivable processes and procedures to enhance efficiency, accuracy, and control. Identify opportunities for automation and streamlining of workflows.

Policies: Implement policies to help improve the efficiency of the AR related tasks as well as policies to ensure compliance with company, GAAP and statutory guidelines and regulations.

Daily Operations: Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared.

Teamwork and Collaboration: Support other accounting and finance team members, work with operations, procurement, and project management staff to ensure best practices and to drive informed decision-making.

Compliance and Audit Support: Ensure compliance with accounting principles, company policies, internal costs, and regulatory requirements. Support internal and external audits by providing documentation and explanations as needed.

About you:

● Bachelor’s degree in Accounting, Finance, or related field.

● 3-5 years of experience in accounts receivable, accounting, or related roles.

● Thorough understanding of policies and procedures used in accounts receivable, billing and collections.

● Experience with NetSuite or similar ERP systems strongly preferred.

● Proficient with Microsoft Office Suite – specifically Excel and Word.

● Strong analytical skills with attention to detail and accuracy.

● Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams.

● Ability to work effectively in a fast-paced and collaborative environment.

● Proven ability to drive process improvements and implement best practices.

● Proven ability to prioritize tasks, meet deadlines, and adapt to changing priorities in a fast-paced environment.

Job Type: Full-time

Pay: From $28.00 per hour

Work setting:

• In-person

Work Location: In person