What are the responsibilities and job description for the Collections Specialist position at Cargomatic?
Accounts Receivable Customer Reconciliation Analyst
Cargomatic Inc.
Location: San Francisco, CA
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
Cargomatic Inc.
Location: San Francisco, CA
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
- Review and research a high volume of transactions, documenting issues and identifying root causes.
- Perform weekly and month-end reconciliations and roll-forward analysis on AR accounts.
- Partner with operations and customers to clear short/over payments and unapplied cash.
- Prepare and process account adjustments and ensure accuracy of financial records.
- Utilize advanced Excel skills (pivot tables, macros, VBA, Power Query) for reconciliations and reporting.
- Collaborate with internal teams to improve invoicing, reporting, and process controls.
- Provide excellent customer service on AR account inquiries.
- Bachelor’s or Associate Degree in Accounting, Finance, or related field.
- 3 years of AR, reconciliation, or collections experience (transportation/logistics a plus).
- Strong Excel skills (pivot tables, macros, VBA, Power Query).
- Experience in account reconciliations and collections for large or complex accounts.
- Detail-oriented, with strong problem-solving and communication skills.
- Competitive pay: $70,000 – $80,000/year.
- Medical, dental, and vision insurance.
- Flexible PTO.
- Opportunities for career growth in a fast-scaling logistics company.
Salary : $70,000 - $80,000