AR Analyst - Credit & Deductions

Position Overview

This role plays a key part in safeguarding revenue by investigating invalid claims, identifying root causes of deductions, and collaborating across departments to resolve issues efficiently.

Requirements

• Experience: 0-3+ years of experience in accounts receivable, credit, or deduction management.

• Education: Associate’s or Bachelor’s degree in Accounting, Finance, or a related field (preferred).

• Proficiency in ERP systems (e.g. Great Plains, Oracle, NetSuite) and Excel; experience with deduction tracking tools a plus.

• Intermediate to advanced Office 365 skills (Word, Excel, Outlook).

• Strong analytical skills with attention to detail and investigative mindset.

• Effective communication and conflict resolution skills.

• Ability to work independently and cross-functionally in a fast-paced environment.

• Experience in high-volume AR or shared services environments, preferred.

• Knowledge of trade promotion, EDI, and retailer deduction practices (e.g., Walmart, Amazon, etc.), preferred.

• Familiarity with root cause analysis and continuous process improvement methodologies, preferred.

• Experience with Great Plains software a plus.

Key Responsibilities

• Review and analyze customer deductions (e.g., pricing discrepancies, short payments, returns, freight claims) and determine validity.

• Collaborate with internal departments (Sales, Customer Service, Operations) to investigate and resolve disputed deductions.

• Initiate credit memos or repayment requests based on deduction outcomes and policies.

• Monitor customer account balances and ensure timely resolution of open deductions and chargebacks.

• Maintain detailed documentation of deduction cases and ensure compliance with company policies.

• Assess customer creditworthiness, monitor credit exposure, and recommend credit limit adjustments as needed.

• Support cash application team with accurate deduction coding and remittance advice reconciliation.

• Prepare weekly or monthly deduction and credit aging reports and KPIs for management.

• Identify trends in deductions and contribute to continuous improvement of billing and claims processes.