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Collections AnalystSan Francisco, California, United States

Collections Analyst

San Francisco | California | United States

WideOrbit is looking for a dynamic Collections Analyst to join our Finance and Accounting team. This position has dual responsibilities for collections and assisting in operational aspects of the credit & collections.

Here is what you'll be doing:
  • Collections:
    • Responsible for a portfolio of customers
    • Partner with sales and finance on escalated issues
  • Operational:
    • Apply daily cash receipts with accuracy and an emphasis on quality control
    • Research and resolve payment discrepancy issues with customers
    • Review data to identify patterns and potential causes of discrepancies. Partner with billing and revenue team to resolve discrepancies
    • Process credit memos
    • Prepare weekly and monthly accounts receivable reports including metrics and forecasting for senior management
  • Perform other duties as needed

Here is what we're looking for:
  • Bachelor's degree in business, accounting or other related field
  • 1+ years' experience in accounting, accounts receivable or other related field
  • Confident, professional, and effective communicator (both verbally and in written form) that is clear, concise, and articulate.
  • Exceptional attention to detail, a passion for organization, strong follow through, and proven ability to multi-task and prioritize work through completion
  • Proven track record of providing a high level of customer service while responding to changing deadlines
  • Accustomed to working independently, making decisions with little supervision or direction with a "can-do, make-it-happen" attitude while adhering to deadlines
  • Strong analytical, research, and problem-solving abilities
  • Basic accounting skills
  • Computer proficiency in Microsoft Word, Excel, and Outlook
  • Proficient with accounting software such as; Microsoft Dynamics 365 (AX) or similar ERP's

I'm interested

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