Senior Analyst, Collections
Posted 1ds ago
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Presidio, a global technology solutions provider, seeks a remote Senior Analyst to manage U.S. collections and accounts receivable portfolios. Resolving payment discrepancies, reducing delinquency, and reporting AR performance using Excel, Access, and Getpaid.
Responsibilities:
- Manage the assigned portfolio to meet quarterly cash collection and past-due balance targets
- Provide customer service regarding collection issues
- Process customer refunds, account adjustments, small-balance write-offs, and credit memos within company guidelines
- Resolve client discrepancies and short payments
- Maintain assigned accounts through customer calls and reconciliations
- Prepare collection notices and correspondence and answer billing, accounts receivable, and collection inquiries
- 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 effective working 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 AR collections records in Getpaid
- Report current and delinquent AR balances and collections
- Prepare ad hoc and management-required reports
Requirements:
- Ability to maintain patience and professionalism with challenging customers/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
- Auditor’s mentality with curiosity and commitment to investigating 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 and ability to thrive in a time-sensitive environment and meet strict deadlines
- Positive attitude and ability to improve processes and procedures
- Self-starter with 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
Benefits:
- Remote work arrangement
- No travel required
- Equal opportunity employment
- Reasonable accommodations for individuals with disabilities
- Veteran referral priority under VEVRAA
















