Sr. Accounts Receivable Analyst

Responsibilities

• Review sales orders, resolve any invoicing issues, and run invoicing daily.
• Apply customer cash receipts to open invoices accurately each day.
• Send customer statements monthly or upon request and produce proforma invoices for prepayment customers as needed.
• Trace, research, and resolve accounts receivable discrepancies within the ERP; escalate system issues to the senior team.
• Reconcile AR balances and maintain organized, detailed collection notes within the ERP.
• Manage AR aging and drive collections to reduce past-due balances and days sales outstanding (DSO).
• Prepare credit memos and rebills with appropriate approvals and document the cause of discrepancies.
• Complete the first-pass review of customer credit applications: gather documentation, pull credit references and reports, and prepare a summary for approval by the CFO or Controller.
• Maintain accuracy of customer master data.
• Provide weekly credit and collections reporting and monthly AR aging reviews.
• Assist with AR month-end close and support external audit requests.
• Backup for daily cash position and bank activity reporting when the primary is out.
• Backup for cash application coverage across accounts as needed.

Qualifications & Requirements

• 3+ years of accounts receivable experience.
• Experience with ERP systems and a strong ability to trace and research transaction issues; Acumatica preferred.
• Accurate daily cash application and invoicing experience.
• Excellent oral and written communication and interpersonal skills; able to work effectively with Sales, the Customer Success Team, and customers.
• Proficient in Excel and Microsoft Office, with strong attention to detail.
• Self-motivated and proactive problem-solver; adaptable to changing customer needs; strong work ethic.
• Must perform tasks with integrity, competence, care and attention to detail, and demonstrate good judgment.
• Exposure to customer credit review or collections (preferred).
• Experience in a multi-location or multi-entity environment (preferred).
• Industry experience in agriculture, manufacturing, or distribution (preferred).
• High school diploma required; associate or bachelor’s degree in accounting, Finance, or a related field, or equivalent experience, preferred.