Senior Analyst, Collections

Posted 1ds ago

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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