Senior Analyst, Collections

Presidio is a global technology leader transforming industries through digital solutions, AI, and automation. We empower businesses with innovation, intelligent insights, and next-generation infrastructure.

About the role

The Senior Analyst - Collections is responsible for managing an assigned portfolio to meet quarterly cash collection and past-due balance targets. This role involves customer service for collection issues, processing refunds and account adjustments, resolving discrepancies, and maintaining accounts through customer outreach, reconciliations, and credit memos—all within company guidelines.

Responsibilities

• Prepare dunning (collection) notices and correspondence; answer inquiries about bills, accounts receivable, and collection items.
• Maintain professional decorum and de-escalate customer interactions.
• Reduce delinquency for assigned accounts.
• Collaborate with sales and senior management to accelerate collections when necessary.
• Communicate and follow up with the sales department regarding customer accounts.
• Establish and maintain cooperative working relationships with customers and sales teams.
• Research and resolve payment discrepancies; investigate and resolve customer queries.
• Monitor customer accounts for non-payments, delayed payments, and irregularities.
• Collect, categorize, and maintain Accounts Receivable (AR) collections records in Getpaid.
• Report on AR balances, including current and delinquent accounts and collections.
• Prepare ad hoc and prescribed reports for management.

Requirements

• Bachelor’s degree or equivalent experience and/or military experience.
• 5+ years of professional experience in Finance or Collections.

Skills

• Ability to maintain patience and professionalism with challenging customers/vendors.
• Strong attention to detail and excellent command of grammar and language.
• Strong interpersonal and communication skills (oral and written), with a focus on customer service.
• Demonstrated ability to build relationships across all levels of an organization.
• Auditor’s mentality: naturally curious, committed to investigating and uncovering anomalies.
• Excellent consultative, conflict resolution, negotiation, and facilitation skills.
• Proven problem-solving skills; ability to think creatively and break down complex problems.
• Flexibility to thrive in a time-sensitive environment and meet strict deadlines.
• Positive attitude with a drive to improve processes and capitalize on opportunities for change.
• Self-starter with a strong work ethic, high standards, and enthusiasm for team mission.
• Proficiency in Microsoft Excel and/or Access (pivot tables, V-lookup, graphs/charts, analytics).

About Presidio

Presidio is a trusted partner for organizations across industries, with a decades-long history in IT infrastructure and deep expertise in AI, automation, security, networking, digital transformation, and cloud computing. We remove hurdles, optimize costs, reduce risk, and develop custom applications, managed services, and data-driven solutions that drive strategic outcomes for global clients.

Presidio is committed to hiring top talent from all backgrounds, including underrepresented and marginalized communities. We encourage women, people of color, people with disabilities, and veterans to apply. Diversity of skills and thought is key to our success.