Senior Analyst, AR & Collections

Summary

Join a dynamic SaaS company and become our detail-oriented and proactive Senior Analyst, AR & Collections! This role involves optimizing our revenue cycle and ensuring healthy cash flow. You will manage accounts receivable, research customer payments, and leverage our systems for automation. You'll also support client billing, resolve disputes, and assist with general ledger tasks. This position requires strong accounting skills, experience with ERP systems, and excellent communication. Remote or hybrid work arrangements are available.

Requirements

• Bachelor's degree in Accounting, Finance, or related field preferred
• 4-7 years of experience in accounting, finance, or collections in a fast-paced environment
• Strong understanding of accounts receivable processes and collection techniques
• Proficiency with accounting software and ERP systems
• Solid Excel skills and experience with financial reporting
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities
• Ability to work independently with minimal supervision
• Detail-oriented with strong organizational skills
• Professional phone manner and customer service orientation

Responsibilities

• Manage and monitor accounts receivable aging reports and collection activities
• Research and apply customer payments accurately in NetSuite
• Leverage capabilities of the Maxio platform to automate collections activities
• Contact customers via phone and email to collect overdue accounts
• Research and resolve customer payment discrepancies and disputes
• Maintain accurate records of collection activities and customer communications
• Prepare and submit accounts to support legal in collections efforts when necessary
• Support client billing processes and invoice generation in NetSuite
• Review and process billing adjustments, credits, and refunds
• Respond to customer billing inquiries and resolve billing disputes
• Coordinate with Customer Success and Sales teams on billing-related matters
• Assist with monthly journal entries and account reconciliations
• Prepare and post accrual entries for various accounts
• Support month-end and year-end closing processes
• Maintain supporting documentation for audit purposes
• Assist with sales tax compliance and reporting
• Work collaboratively with cross-functional teams to resolve customer issues
• Participate in process improvement initiatives to enhance efficiency
• Maintain compliance with company policies and accounting standards
• Provide backup support for other finance team members as needed

Preferred Qualifications

• Experience with NetSuite ERP system
• Experience with Maxio (formerly SaaS Optics) or similar SaaS billing platforms
• Previous experience in a SaaS or subscription-based business model
• Knowledge of revenue recognition principles (ASC 606)
• Experience with collection agencies and legal collection processes

Benefits

Remote or hybrid work arrangement available