Accounts Receivable Analyst - Hybrid (Atlanta, GA)

OneDigital•Atlanta, GA

2d•Hybrid

About The Position

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Summary The Accounts Receivable Analyst will be responsible for preparing accounts receivables estimates , tracking and resolving outstanding payment issues , supporting the collection efforts for the retirement and wealth business , and assisting with month-end close tasks . The applicant should display a positive and proactive attitude, strong organizational skills, the ability to prioritize and multitask and be a strong communicator, both verbal and written , as he or she will frequently deal with various levels of management.

Requirements

Strong analytic skills, attention to detail, accuracy, and follow-through
Demonstrated ability to identify issues in payment trends, analyze issues and determine appropriate solutions/resolve
Ability to multi-task and thrive in a fast-paced environment.
Excellent verbal and written communications skills
Strong customer service skills
Excellent problem-solving skills
Ability to meet strict deadlines
Bachelor’s degree in Accounting , Finance, or related area
Expert level of proficiency with Microsoft Excel including vlookups and pivot tables
1-3 years of experience in a similar financial position

Nice To Haves

Experience with Microsoft Dynamics D365 and Workday preferred

Responsibilities

Prepare accounts receivables estimates and explanations for variances
Review commission history to reconcile payment and billing dates
Identify and troubleshoot potential billing challenges to assist in the timely and accurate collection of outstanding receivables
Support the collections efforts for the retirement and wealth business outstanding receivables
Audit books of business under management to ensure all cases are receiving commissions
Document payment cycles, billing cycles , and error reports to assist with revenue tracking and account maintenance
Handle inquiries from acquisition s , partnerships or internal producers and advisors
Routinely run administrative reports and analyze for inconsistencies
Identify discrepancies from reports and communicate with the appropriate internal department
Ad hoc reporting and special projects
Additional responsibilities assigned by management