AR Analyst - Credit & Deductions

Position Overview

As the AR Analyst, you'll be responsible for managing customer credit limits, reviewing and resolving deductions, and supporting timely cash application and collections. 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.

People Management Responsibilities

No

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
• 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

Benefits

• Comprehensive Medical, Dental & Vision benefits
• Long- and short-term disability
• Life insurance
• 10 Vacation days per year, subject to accrual policy
• 11 Company paid holidays
• 401(k) with Company match