AR Analyst

The Accounts Receivable Collections Analyst provides accounts receivable support through monitoring all aspects of the collection of outstanding debts owed to the company. The AR Collections Analyst will check missing and unresolved payment issues, monitor overdue accounts, and prepare statements for managers and will have both a day-to-day and ongoing impact on financial transactions, keeping billing accounts on track, on time, and on good terms with our valued customers.

Essential Functions:

• Perform day to day processing of financial transactions to ensure that the Company’s finances are maintained in an effective, up to date and accurate manner

• Research in Great Plains and/or customer portals to understand details behind billing transactions

• Create AR aging and metrics reports

• Work with billers, project managers, and operations team to fix invoice issues

• Checking missing and unresolved payment issues

• Stratify collection activities to maximize cash receipts

• Investigate payments which are unidentified, lost, or not accepted at the point of payment

• Respond to trends on cash which are unapplied

• Contact customers regarding overdue accounts and determine reasons for non-payment

• Collaborate with Controller to maintain collection goals and general A/R performance levels

• Receive and verify invoices and requisitions for goods and services

• Post and reconcile customer payments to general ledgers

• Maintain accurate records about the customer payment status

• Post A/R data to profit/loss reports, balance sheets, income statements, and other documentation.

Job Requirements – Minimum Qualifications:

• Associate Degree or equivalent combination of education and experience required

• 3-5 years experience as an AR analyst recommended

• Knowledge of HVAC/R industry preferred, but not required

• Great Plains knowledge a plus

• Knowledge of basic accounting procedures

• Proven ability to manage multiple projects at a time while paying strict attention to detail

• Advanced experience in Excel

Job Type: Full-time

Pay: $26.00 - $28.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Ontario, CA: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Required)

Experience:

• Accounting: 1 year (Required)
• Microsoft Excel: 1 year (Required)
• HVAC/R: 1 year (Preferred)
• Microsoft Dynamics GP: 1 year (Preferred)

Work Location: One location