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High Bluff Group
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$54k-73k (estimate)
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Accounts Receivable Analyst
High Bluff Group Walnut Creek, CA
$54k-73k (estimate)
Full Time | Business Services 6 Months Ago
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High Bluff Group is Hiring an Accounts Receivable Analyst Near Walnut Creek, CA

POSITION SUMMARY:
This is an internal position with Evergent Group! This role will be remote until mid-late 2023. Potential candidates must have excellent MS Excel skills! 

The Accounts Receivable Analyst assists the finance and accounting department with billing, payment application, monitoring account balances/collection of amounts owed, and reconciliation of customer accounts.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

DUTIES AND RESPONSIBILITIES:

  • Reconciliation, Analysis and Resolution
    • Reconciles our invoices against our client’s invoices and works closely with customer and remote support teams to resolve discrepancies
    • Creates customized reporting to customers with special billing requirements
    • Monitors and issues credit memos for customers with early payment discounts
    • Audit customer accounts at the time of payment application for any reconciliation items and resolve as required.
    • Collection of outstanding receivables through interactions with sales team and/or direct customer communications
    • Prepare invoice adjustments as required
    • Send monthly invoices as needed
  • Manage the receivables inbound email and responds to payment inquiries and other special requests
  • Create weekly bank reporting along with the other AR team members
  • Other duties as assigned

QUALIFICATIONS/SKILLS & KNOWLEDGE REQUIREMENTS:

  • BA or BS degree in Accounting or Finance is desired
  • Minimum of 1-2 years of professional experience in relevant field
  • Strong Excel experience creating pivot tables as well as VLOOKUP type formulas
  • Excellent customer service skills
  • Strong attention to detail
  • Superior interpersonal (verbal and written) communication skills
  • Ability to work collaboratively with other departments
  • Exemplary organizational, multi-tasking, and prioritization skills
  • Previous experience in the staffing, PEO or related industries is a plus

PHYSICAL REQUIREMENTS:

  • Ability to sit for 2 hours without standing, sit up to 8 hours per day.
  • Ability to engage fine motor skills such as typing and writing for up to 2 hours without a break, use fine motor skills for up to 8 hours per day.
  • Ability to see and read computer screen, employment documents and correspondence.
Evergent Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$54k-73k (estimate)

POST DATE

10/14/2022

EXPIRATION DATE

04/13/2023

WEBSITE

highbluffgroup.com

HEADQUARTERS

San Diego, CA

SIZE

<25

INDUSTRY

Business Services

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The following is the career advancement route for Accounts Receivable Analyst positions, which can be used as a reference in future career path planning. As an Accounts Receivable Analyst, it can be promoted into senior positions as an Accounts Receivable Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Accounts Receivable Analyst. You can explore the career advancement for an Accounts Receivable Analyst below and select your interested title to get hiring information.