Accounts Receivable Analyst

About the role

Location: San Francisco, California (Remote). We are seeking a detail-oriented and customer-focused Accounts Receivable Analyst to join a growing Finance team. In this role, you will manage the accounts receivable function by executing collections activities, processing payments, resolving customer billing inquiries, and supporting cash forecasting. This position plays a critical role in supporting the company's financial health and cash flow optimization.

Responsibilities

• Execute end-to-end collection activities for an assigned customer portfolio, following established dunning schedules and escalation procedures.
• Proactively contact customers via phone, email, video conferencing, and SMS to secure timely payment of outstanding invoices.
• Monitor aging reports and prioritize collection efforts based on balance, risk, and strategic importance.
• Document all customer interactions and maintain accurate notes in the ERP/collection system.
• Serve as the primary point of contact for customer billing and payment inquiries.
• Collaborate with internal teams to resolve complex customer issues.
• Process and apply customer payments accurately and in a timely manner across multiple payment channels.
• Investigate and resolve billing disputes by coordinating with internal stakeholders.
• Prepare weekly and monthly AR aging reports and collection metrics.
• Contribute to cash flow forecasting by providing collection projections.

Required Qualifications

• 3+ years of experience in accounts receivable, collections, or a related finance role within a SaaS or technology company.
• A strong understanding of AR processes, including cash application, collections, and dispute resolution.
• Excellent verbal and written communication skills with the ability to interact professionally with customers at all levels.
• Experience with ERP systems (Workday, NetSuite, SAP, or similar).
• Proficiency in Microsoft Excel, including pivot tables and VLOOKUP.
• Demonstrated ability to manage a high-volume workload while maintaining accuracy and attention to detail.
• Strong problem-solving skills with a customer-service mindset.

Preferred Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Experience in a B2B, SaaS, or technology company environment.
• Experience with collection automation platforms (Tesorio, HighRadius, or similar).
• Familiarity with credit risk assessment and credit management processes.
• Bilingual capabilities are a plus.

Benefits

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.