Senior Analyst, Collections
Posted 1ds ago
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Job Description
Senior Collections Analyst managing U.S. accounts receivable for Presidio, a provider of AI, cloud, cybersecurity, networking, and digital transformation solutions. Driving collections, resolving discrepancies, maintaining account records, and reporting delinquent balances.
Responsibilities:
- Manage the assigned portfolio to meet quarterly targets for cash collection and past-due balances
- Provide customer service regarding collection issues
- Prepare dunning notices and collection correspondence
- Answer inquiries about bills, accounts receivable, and collection items
- Reduce delinquency for assigned accounts
- Engage sales and senior management to accelerate collections when necessary
- Communicate and follow up with the sales department regarding customer accounts
- Establish and maintain relationships with customers and sales
- Research and resolve payment discrepancies and customer queries
- Monitor accounts for non-payments, delayed payments, and irregularities
- Collect, categorize, and maintain accounts receivable collections records in Getpaid
- Report current and delinquent AR balances and collections
- Prepare ad hoc and management-required reports
- Process customer refunds, account adjustments, small-balance write-offs, and credit memos
- Perform customer reconciliations and resolve client discrepancies and short payments
Requirements:
- Ability to maintain patience and professionalism with challenging customers and vendors
- Strong attention to detail and excellent command of grammar and language
- Strong oral and written interpersonal and communication skills focused on customer service
- Ability to interact effectively across all organizational levels and build successful relationships
- Curiosity and an auditor’s mentality to investigate and uncover anomalies
- Consultative, conflict resolution, negotiation, and facilitation skills
- Proven problem-solving skills and ability to generate creative solutions
- Ability to break complex problems into component parts and reach timely solutions
- Flexibility to thrive in a time-sensitive environment and meet strict deadlines
- Positive attitude and willingness to improve processes and procedures
- Self-starter with a strong work ethic and high standards
- Demonstrated proficiency in Microsoft Excel and/or Access, including pivot tables, VLOOKUP, graphs/charts/visuals, and analytics
- Bachelor’s degree or equivalent experience and/or military experience required
- 5+ years of professional experience in Finance or Collections required
- Ability to work remotely in the United States
Benefits:
- Remote work arrangement
- No travel required
- Equal Opportunity Employer
- Reasonable accommodations for individuals with disabilities
- Veterans preference/referral support
















