Accounts Receivable Analyst

Summary

Join BioAgilytix as a Cash Applications Specialist in Durham (hybrid) or US remote! This role centers on cash application, project setup, billing, and customer service. You will accurately apply daily cash receipts, set up customer projects, follow up on purchase orders, and resolve customer inquiries. Adherence to company policies and internal controls is crucial, as is participation in process improvement initiatives. Collaboration with various departments is expected. The position requires regular and consistent attendance and some flexibility in hours.

Requirements

• Regular and consistent attendance
• Ability to work in an upright and/or stationary position for more than 8 hours per day
• Repetitive hand movement of both hands with the ability to make fast, simple, repeated movements of the fingers, hands, and wrists
• Frequent mobility required
• Occasional crouching, stooping, with frequent bending and twisting of upper body and neck
• Light to moderate lifting and carrying (or otherwise moves) objects, including files and laptop computer with a maximum lift of thirty pounds
• Ability to access and use a variety of computer software
• Ability to communicate information and ideas so others will understand; with the ability to listen to and understand information and ideas presented through spoken words and sentences
• Frequently interacts with others to obtain or relate information to diverse groups
• Works independently with little guidance or reliance on oral or written instructions and plans work schedules to meet goals; Requires multiple periods of intense concentration
• Performs a wide range of variable tasks as dictated by variable demands and changing conditions with little predictability as to the occurrence
• Ability to perform under stress

Responsibilities

• Retrieve bank account statements daily
• Post daily cash receipts and apply payments to appropriate invoices in a timely manner
• Ensure that all cash is applied appropriately
• Adjust small balances for wire fees or discounts
• Follow up on missing remittance advices
• Create journal entries as required
• Month end reconciliation of Accounts Receivable cash application to bank records
• Review and analyze customer contracts for relevant billing provisions and requirements
• Create projects and sales orders within the accounting system from awarded contracts
• Follow up with Business Development or customer for missing information or documentation
• Prepare and deliver monthly invoices to assigned customers
• Review and deliver backup associated with invoice
• Manage customer portals, including uploading invoices and reconciliation
• Proactively monitor and address invoice delivery issues as required
• Seek out areas for improvement in billing cycle
• Provide excellent customer service to all stakeholders
• Other Duties as assigned

Preferred Qualifications

• Bachelor’s degree in accounting, business administration, or related field
• Knowledge of financial accounting systems
• Proficiency in Microsoft Office (Word, Outlook, Excel)
• Versatility, flexibility, and willingness to work with changing priorities; ability to coordinate multiple projects/tasks while still delivering high quality results
• Strong organizational skills and acute attention to detail
• Excellent analytical, problem solving, and decision-making skills
• Strong oral and written communication skills, and ability to successfully interact with key stakeholders
• Ability to work effectively with individuals at all organizational levels
• Ability to appropriately handle confidential information
• Previous internship or experience that provides the knowledge, skills, and abilities to perform the job (comparable to zero (0) to two (2) years)
• Experience with NetSuite
• Intermediate Excel skills

Benefits

Medical Insurance (HDHP with HSA; PPO), Dental Insurance, Vision Insurance, Flexible Spending Account (medical; dependent care), Short Term Disability | Long Term Disability Life Insurance, Paid Time Off (4 weeks per year), Parental Leave, Paid Holidays (9 scheduled; 5 floating), 401k with Employer Match, Employee Referral Program