AR Process Strategist

About the role

The Accounts Receivable Process Strategist partners closely with the AR Research Manager to support end-to-end AR operations, drive collections performance, and reduce outstanding receivables. This role combines hands-on execution with analytical and process improvement expertise to accelerate cash flow, minimize DSO, and improve aging outcomes. The Strategist contributes to operational support, process optimization, automation initiatives, and reporting, while serving as a key backup to AR leadership.

Success in this role is measured by improved collection effectiveness, reduced AR balances, and enhanced efficiency and scalability across AR processes.

Responsibilities

• Drive process improvements and support automation initiatives to streamline AR workflows, reduce manual effort, and enhance collections effectiveness
• Identify root causes of delayed payments and implement corrective actions to improve billing accuracy, process efficiency, and cash flow performance
• Partner cross-functionally with Finance, Contracts, IT, and operational teams to resolve payment barriers and improve end-to-end revenue cycle efficiency
• Execute and support end-to-end Accounts Receivable (AR) operations, including invoicing, cash application, collections, reconciliations, and dispute resolution to ensure timely cash conversion
• Lead proactive collections strategies, reducing AR aging and accelerating payment timelines through structured outreach, escalation, and follow-up cadence
• Resolve complex, denied, or disputed receivables in alignment with contractual terms, ensuring accurate billing and minimized revenue leakage
• Support month-end close activities, including reconciliations, reporting, and write-off management to ensure accurate financial results
• Develop and analyze AR reporting and metrics (e.g., DSO, aging, collection rates) to identify risks, trends, and opportunities for performance improvement
• Serve as a strategic partner and backup to leadership, supporting escalations, prioritization, and execution of AR optimization initiatives
• Ensure compliance with financial policies, regulatory requirements, and audit standards, maintaining accurate documentation and standardized procedures

Requirements

• 3+ years of Clinical Research AR experience or 5+ years of AR/accounting experience, with demonstrated success improving collections performance and reducing AR aging/DSO
• Advanced proficiency in Excel (e.g., PivotTables, Power Query) and experience with Power Automate and/or Power BI for reporting and process improvement
• Demonstrated ability to analyze, validate, and explain complex data, reporting logic, and system outputs
• Experience driving process improvements, automation initiatives, or operational efficiencies within AR or finance functions
• Strong knowledge of the full AR lifecycle, including collections, dispute resolution, aging management, and cash application
• Proven ability to manage complex, aged, or high-risk receivables and execute effective strategies to accelerate cash flow and minimize write-offs
• Advanced analytical and problem-solving skills, including the ability to interpret data, identify trends, and drive actionable insights
• Strong communication, negotiation, and stakeholder management skills, with the ability to influence outcomes and work effectively across teams

Qualifications

• Bachelor's Degree in Accounting, Finance, or related fields

Skills

• Advanced proficiency in Excel (e.g., PivotTables, Power Query)
• Experience with Power Automate and/or Power BI for reporting and process improvement
• Demonstrated ability to analyze, validate, and explain complex data, reporting logic, and system outputs
• Experience driving process improvements, automation initiatives, or operational efficiencies within AR or finance functions
• Strong knowledge of the full AR lifecycle, including collections, dispute resolution, aging management, and cash application
• Proven ability to manage complex, aged, or high-risk receivables and execute effective strategies to accelerate cash flow and minimize write-offs
• Advanced analytical and problem-solving skills, including the ability to interpret data, identify trends, and drive actionable insights
• Strong communication, negotiation, and stakeholder management skills, with the ability to influence outcomes and work effectively across teams

Benefits

• Health, Dental, Vision (with HSA plans and employer contribution)
• PTO (5 days Sick Time, 7 Company Paid holidays + 2 Paid Half-days)
• 401K with 6% company match
• Short & Long Term Disability
• Company-paid educational assistance
• Shared company vehicles for required travel