Senior Analyst, Collections

4 weeks ago

Reston, United States Presidio Full time

Job Summary:

The primary responsibility of the Sr. Analyst is the management of the assigned portfolio to meet the company’s quarterly target on cash collection and past due balances. This individual will also be responsible for providing customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments. The Sr. Analyst will also maintain assigned accounts through customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos within approved company guidelines.

Travel Requirements:

This position does not require any travel.

Job Responsibilities:

Prepare dunning (collection) notices and correspondence and answer inquiries regarding bills rendered, accounts receivable, and collection items. Maintain professional decorum/de-escalation. Accountable for reducing delinquency for assigned accounts. Enlist the efforts of sales and senior management when necessary to accelerate the collection process. Must communicate & follow up effectively with sales department regarding customer accounts on a timely basis. Establish and maintain effective and cooperative working relationships with customers and sales. Research and resolve payment discrepancies; investigate and resolve customer queries. Monitor customer account details for non-payments, delayed payments, and other irregularities. Collect, categorize, and maintain Accounts Receivable (AR) collections records within Getpaid. Report on AR balances - current and delinquent accounts, collections. Prepare ad hoc reports as well as prescribed reporting requirements from Management.

Required Skills: 

Ability to maintain patience and professionalism with challenging customers/vendors. Strong attention to detail and excellent command of grammar and language. Must have strong interpersonal and communications skills (both oral and written) with a focus on customer service and demonstrated ability to effectively interact at all levels across the organization to build successful relationships. Auditor’s mentality - someone that is naturally curious and committed to investigating and uncovering anomalies. Excellent consultative, conflict resolution, negotiation, and facilitation skills to gain consensus in a matrixed and complex organization. Proven problem-solving skills with demonstrated ability to think out of the box and generate creative solutions; ability to break a complex problem down into its component parts and arrive at the appropriate solution in a timely fashion. Must be flexible and able to thrive in a time-sensitive environment to meet strict deadlines. Positive attitude, averse to the status quo, always looking to improve current processes and procedures; ability to see opportunities for change, to capitalize on them and implement them when appropriate for the benefit of the organization. A self-starter with a strong work ethic who sets high standards for self and others and demonstrates enthusiasm for the mission of the team. Demonstrated proficiency in Microsoft Excel and/or Access – pivot tables, v-lookup, graphs/charts/visual, analytics.

Education and Experience:

Bachelor's degree or equivalent experience and/or military experience required. + years of professional experience working in Finance or Collections required.

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