Accounts Receivable Analyst

Position Summary:

The Accounts Receivable Analyst is an experienced individual contributor responsible for managing a diverse portfolio of both high-value, strategic customer accounts, requiring a professional and highly attentive approach, and moderately complex accounts,  requiring independent decision-making, a mix of manual and automated collection techniques, and collaboration across multiple departments. This role ensures overall timely collection of receivables, proactive resolution of billing issues, and effective communication with both internal stakeholders and external customers. This role combines hands-on portfolio management with systems expertise, and process leadership. The Accounts Receivable Analyst partners closely with Sales, Customer Service, Operations, and Finance leadership to resolve complex issues, optimize account performance, and ensure accurate and timely receivables collection

Key Responsibilities

• Independently manage a defined portfolio of the company’s largest and most strategic customer accounts within the Integrated Supply and Industrial sectors, ensuring timely follow‑up on past‑due balances and adherence to company credit policies.
• Perform daily reviews of strategic portfolios to self-assess account priorities, evaluate customer payment performance, and identify trends and potential credit risks.
• Conduct comprehensive account analysis to identify recurring issues, payment behaviors, and potential risk indicators, recommending credit hold actions.
• Investigate and resolve complex payment discrepancies, short-pays, and unapplied cash in collaboration with the Cash Applications and Billing teams.
• Maintain accurate, detailed and complete documentation of all collection activity in accordance with departmental procedures.
• Develop and execute customer-specific collection strategies in partnership with Sales leadership and Customer Service, that balance risk mitigation, cash flow objectives and customer relationship considerations.
• Provide proactive communication to internal stakeholders regarding customer account status, dispute progress, collection efforts, and emerging risk indicators.
• Advise sales associates and/or leadership when credit risks or unresolved balances may warrant order holds or cancellations.
• Determine when internal collection efforts are no longer effective and recommend third-party collections or management escalation.
• Monitor and maintain customer credit limits and terms within the company’s ERP system.
• Utilize automated workflow management, reporting and analytics tools to track collection activity, manage priorities, and provide actional insights into portfolio performance and risk exposure.
• Work with multiple ERP systems to research account data, apply cash, and validate billing details.
• Support department initiatives and performance goals through collaboration and consistent follow-through.
• Participate in peer training and knowledge sharing to strengthen team capabilities.
• Leverage reporting and analytics tools to provide actionable insights into customer account trends, collection performance, and risk exposure.
• Participate in preparation of detailed monthly reports and portfolio summaries for their designated sales partner, including analysis of delinquency drivers, dispute root causes, and collection forecasts.
• Perform other duties as assigned by the Credit & Collections Manager in alignment with departmental and business needs.

Qualifications

Required Qualifications:

• Associate’s degree in Accounting, Finance, Business Administration, and/or 2–4 years of progressive experience in Credit & Collections, Accounts Receivable, or related financial operations roles.
• Experience managing business-to-business (B2B) accounts, preferably in industrial distribution or integrated supply environments.
• Familiarity with automated dunning tools, credit management systems, and ERP platforms (such as Infor SXe, AS400, or other Info platforms).
• Proficient in Microsoft Excel (sorting, filtering, VLOOKUP, pivot tables) and general Microsoft Office tools.
• Comfortable working in data-driven and automation-supported environments.
• Understanding of credit principles, account reconciliation, and basic accounting practices.

Preferred Qualifications:

• Working knowledge of GetPaid or similar collections automation systems.
• Strong communication, negotiation, and customer service skills with a professional and diplomatic approach.
• Excellent organizational and time management skills, with the ability to balance multiple priorities.
• Analytical thinker with the ability to identify and resolve account discrepancies efficiently.
• Proactive, self-motivated, and results-driven with attention to detail.
• Demonstrated ability to work collaboratively within a team environment.
• Demonstrated success managing high-dollar, complex accounts with significant revenue and strategic importance.
• Strong attention to detail and ability to maintain accuracy in a high-volume environment.
• Excellent written and verbal communication skills with a customer-first mindset.
• Organized, dependable, and capable of managing multiple priorities effectively.
• Demonstrates initiative, curiosity, and a desire to learn and grow within the Credit & Collections function.
• Team-oriented with a positive, professional attitude.

#LI-Remote