Accounts Receivable Analyst

• *For more information, contact Jason Young @ [email protected] or 937/637-7759*
• **Robert Half EXCLUSIVE**

Robert half is partnering exclusively with a growing company with a great culture and strong compensation package!

Due to growth, our client is looking for an AR Analyst. The Accounts Receivable Analyst is responsible for analyzing customer receivables, monitoring portfolio performance, reducing past-due balances, and supporting the achievement of DSO and collection goals. This role requires a highly analytical, detail-oriented professional who can identify root causes of delinquent accounts, resolve billing and account issues, and partner closely with Sales and internal teams to drive timely payment.

• Key Responsibilities
• Analyze customer accounts and AR portfolios to identify trends, risks, and opportunities for improved cash flow.
• Review weekly aging reports and analyze root causes of past-due balances.
• Monitor and drive DSO performance against established goals.
• Identify collection issues and develop appropriate action plans to resolve delinquent balances.
• Investigate and resolve customer disputes, billing errors, short payments, and account discrepancies.
• Partner closely with the Sales team to address past-due accounts and develop strategies to improve customer payment performance.
• Audit customer AP and billing portals for invoice receipt, approval status, and scheduled payment dates
• Maintain regular communication with customers regarding outstanding balances and payment expectations.
• Set up new customer accounts, ensuring accurate customer information, billing requirements, credit terms, and account documentation.
• Monitor account activity and maintain accurate customer account records.
• Prepare portfolio and AR analysis for management, including aging trends, past-due balances, DSO performance, and collection results.
• Identify recurring billing or process issues and recommend improvements to prevent future collection problems.
• Develop, maintain, and update standard operating procedures (SOPs) related to accounts receivable and collections.
• Collaborate with Accounting, Sales, Customer Service, and other departments to resolve issues impacting collections and cash flow.

Qualifications

• Associate’s Degree in Accounting, Finance, Business, or a related field preferred.
• 4+ years of accounts receivable and/or collections experience.
• Strong analytical and problem-solving skills with the ability to identify root causes and recommend solutions.
• Excellent attention to detail and accuracy.
• Proficient in Microsoft Excel, including VLOOKUPs/XLOOKUPs and PivotTables.
• Strong organizational and time-management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.