Accounts Receivable Analyst

The Accounts Receivable Analyst serves as the subject matter expert for accounts receivable operations and systems

Responsibility Level

The Accounts Receivable Analyst serves as the subject matter expert for accounts receivable operations and systems. Implements strategies to achieve the goals for the organization and the accounting department. Implements, revises, and sustains policies, procedures and programs. Typically works on projects and initiatives that span 3 – 12 months.

Principal Duties

• Accurate and efficient processing of all invoice transactions, credit and debit memos and journal entries. Research, communicate and resolve complex billing, pricing and payment discrepancies promptly and accurately.
• Maintain complete and up to date customer data within databases.
• Coordinate the authorization of services including monitoring of payor source portals, processing authorization emails, reviewing authorizations for accuracy, entering authorizations into case management systems and communicating to necessary parties.
• Monitor and manage accounts receivable balances and perform duties to ensure payment is received timely. This will include, but not limited to
• Perform collection process in accordance with established procedures in a timely and professional manner, including documentation of collection activity and follow up actions
• Communication via Teams, telephone or email with internal and external customers and co-workers is required.
• Negotiate payment plans and resolve billing disputes
• Communicate resolution issues to the supervisor and document daily collection activity
• Prepare financial and non-financial reports for customers, supervisors and management including, but not limited to
• Weekly and monthly cash flow reporting to management, maintaining an accurate cash forecast, working closely with the AR Supervisor to balance investments and cashflow needs, perform assigned monthly account reconciliations and support bad debt analysis and write off recommendations.
• Support month-end close, audits, and SOX controls
• Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities and special assignments. May serve as a team member or subject matter expert on formal projects or within the department. Effectively engages in change affecting her/him, communicating appropriately with supervisor. Follows through on learning, skill building, and practice necessary to adapt to change.
• Problem Solving: Light supervision; works independently. Periodic review of work by manager or senior coworker. Solves problems of moderate to advanced complexity; able to identify root cause, interpret data and resolve issues.
• Technical Skill: Understands and applies professional principles and skills within area of specialization to modify processes to resolve situations.
• Community Engagement: Champions Goodwill’s community engagement initiatives and serves as an ambassador for Goodwill in the wider community.
• Responsible for completing other duties/responsibilities as assigned.
  
  

Requirements

• Two years of college education or experience equivalency, and a minimum of 3 years’ experience.
• Advanced knowledge of Microsoft Excel.
• Experience supporting AR processes for a large or complex organization.
• ERP, billing, and reporting experience strongly preferred.
  
  

Core Cultural Competencies

• Customer Focus: Independently anticipate and meet customer needs, while searching for ways to improve customer service. Internalize customer feedback, and follow up with customer to ensure problems are solved by providing innovative ideas to meet their future needs.
• Values Differences: Seeks out the diverse perspectives and talents of others, striving to work effectively with others who have different perspectives, backgrounds or styles. Behave with sensitivity towards differences in cultural norms, expectations, and ways of communicating. Challenge stereotyping or offensive comments.
• Communicates Effectively: Shares information and updates with others, while ensuring a clear, concise and professional communication through reports, documentation, written and other communications. Listens with interest to what others have to say.
• Situational Adaptability: Demonstrates flexibility of responses to different situations through adapting to the changing needs, conditions, priorities or opportunities. Monitors how well an approach is working to see if a change is needed, recognizing cues that suggest a change in approach or behavior is needed.
• Drives Results: Demonstrates a strong drive to achieve meaningful results, through driving tasks to successful completion and closure. Sets high standards for own performance, showing determination in the face of obstacles and setbacks.
• Ensures Accountability: Takes responsibility and ownership for successes and failures in own work. Monitors progress of performance and changes approach accordingly, following through on commitments.
  
  

Physical/Sensory Demands

Remain stationary for extended periods of time, repetitive use of hands for computer tasks, vision required for computer entry.

When determining placement within the salary range for this position Goodwill Greater Milwaukee & Chicago considers education, experience, internal equity, market demands and other qualifying criteria. It is not typical for individuals to be hired at or near the top of the rage for their role and compensation decisions are dependent on facts and circumstances of each case.

Certain roles are eligible to participate in an incentive plan. Participation in this plan does not guarantee an incentive payment and is subject to the terms and conditions of the plan, which are subject to change.

In addition to compensation, we offer a competitive benefit program that may include medical, dental, vision, short and long-term disability, life insurance, retirement plan, paid time off (PTO) and more. The specifics of each benefit package will vary depending on factors such as full or part time jobs, contracted, temporary, or other job categories.

Equal Opportunity Employer

(SEW)