What are the responsibilities and job description for the Collections Specialist position at cargomatic?
Collections Specialist
Accounts Receivable Customer Reconciliation Analyst
Cargomatic Inc.
Location: San Francisco, CA / Chicago, IL
About Us
Cargomatic is a technology-driven logistics provider connecting shippers and carriers through a modern, efficient, and environmentally friendly platform. With over 500 employees nationwide and a growing network of freight subsidiaries, we are committed to innovation, customer success, and creating a dynamic, inclusive workplace.
Role Overview
We are seeking an Accounts Receivable (AR) Customer Reconciliation Analyst to join our San Francisco-based Finance team. This role is essential in reconciling high-volume customer accounts, analyzing variances, and ensuring accuracy of account balances. The ideal candidate will be detail-oriented, confident, and highly analytical with strong Excel and reconciliation skills.
Key Responsibilities
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Review and research a high volume of transactions, documenting issues and identifying root causes.
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Perform weekly and month-end reconciliations and roll-forward analysis on AR accounts.
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Partner with operations and customers to clear short/over payments and unapplied cash.
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Prepare and process account adjustments and ensure accuracy of financial records.
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Utilize advanced Excel skills (pivot tables, macros, VBA, Power Query) for reconciliations and reporting.
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Collaborate with internal teams to improve invoicing, reporting, and process controls.
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Provide excellent customer service on AR account inquiries.
Qualifications
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Bachelor’s or Associate Degree in Accounting, Finance, or related field.
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3 years of AR, reconciliation, or collections experience (transportation/logistics a plus).
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Strong Excel skills (pivot tables, macros, VBA, Power Query).
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Experience in account reconciliations and collections for large or complex accounts.
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Detail-oriented, with strong problem-solving and communication skills.
What We Offer
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Competitive pay: $70,000 – $80,000/year.
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Medical, dental, and vision insurance.
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Flexible PTO.
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Opportunities for career growth in a fast-scaling logistics company.
Salary : $70,000 - $80,000