Accounts Receivable and Revenue Analyst
4 weeks ago
Position Summary
This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively and understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and knowledge.
*PLEASE NOTE: All employees are expected to report to the Tri Star office with no remote or hybrid work permitted.*
Job Essentials, Responsibilities, Duties
- Manage day to day reporting for all accounts receivable items.
- Responsible for monitoring invoices.
- Apply payments to accounts accordingly.
- Monitor and maintains accounts receivables aging.
- Maintain all accounts receivables files.
- Prepare client invoices as directed.
- Review received contracts and prepare contract cover sheets.
- Maintain timely and accurate collections of accounts receivable balances.
- Record expenses to accounts and cost centers by analyzing invoice/expense reports.
- Proactively alert management of issues such as missing invoices and contracts.
- Maintain client income tracker(s).
- Prepare various accounts receivable reports and ad-hoc analytics, as requested by leadership.
- Assist with related special projects.
Specific Job Knowledge, skills, and Abilities
- Strong written and verbal communication skills with the ability to interact across the organization.
- Extremely detail-oriented to create accurate and timely reports.
- Strong work ethic with a positive attitude & a fit with the company’s culture & values.
Qualifications
- Bachelor’s degree in accounting, finance, or related field a plus
- 6+ years in accounting, billing, or finance related position
- Experience using QuickBooks highly preferred
- Proficiency in Excel
Tri Star Core Values
PERFORMANCE: We provide clients with excellent reporting and service
HONEST & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients
TEAMWORK: We actively participate in group discussions, tasks, and projects
COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients
TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm
The salary offered to an applicant will be based on individual qualifications, skills, experience and education. The pay range is subject to change at any time based on various internal and external factors. This position is also eligible for performance-based bonuses and competitive benefits.
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