Accounts Receivable Analyst
About The Position
The Accounts Receivable Analyst independently analyzes customer account activity, resolves complex receivable issues, and uses discretion and independent judgment to support cash flow and financial accuracy. The role partners with business stakeholders by providing analysis and recommendations, identifying and mitigating risks, improving processes, and safeguarding the integrity of Accounts Receivable data and controls. The analyst handles escalated customer account matters, reviews receivable performance and customer risk, supports internal controls and audit requirements, and leads assigned process improvement and automation work. The position also coordinates with third-party trade reporting services and Accounts Receivable and Credit/Collections vendors, and reviews refund requests within assigned delegation of authority.
Requirements
- Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline.
- At least 3 years of experience in Accounts Receivable, Credit, Collections, or a related finance function.
- Experience independently analyzing and resolving complex customer account issues and account reconciliations.
- Proficiency in Microsoft Excel.
- Working knowledge of financial statement analysis and credit risk assessment.
- Experience working within an ERP system.
- Knowledge of Accounts Receivable, credit, collections, cash application, and account reconciliation processes.
- Strong analytical, problem-solving, and organizational skills.
- Ability to identify risks, trends, and process improvement opportunities, and exercise sound independent judgment on matters with significant financial impact.
- Ability to manage multiple priorities and meet deadlines with a high degree of accuracy.
- Strong communication and relationship-building skills.
- Strong computer skills, including Excel, Word, and PowerPoint.
- Demonstration of Calumet Values: Safety, Environment & Social Responsibility, Teamwork, Ownership, Passion for Customers, and Excellence.
Nice To Haves
- Experience with SAP or a comparable ERP system.
- Experience supporting credit and risk management processes.
- Experience with process improvement initiatives.
- Experience in a manufacturing, industrial, or business-to-business environment.
- Experience with AI Agents.
Responsibilities
- Independently analyze and resolve customer account issues, payment discrepancies, deductions, disputed balances, and other escalated Accounts Receivable issues.
- Monitor and independently analyze customer risk and recommend mitigation actions to management.
- Analyze Accounts Receivable reporting, including aging, DSO, cash, and exception trends; identify root causes and provide recommendations to leadership.
- Serve as control owner for assigned Accounts Receivable controls, ensuring compliance with internal controls and audit requirements.
- Own the unclaimed property review and annual filing process.
- Identify, recommend, and lead implementation of process improvement and automation initiatives to enhance effectiveness and accuracy.
- Liaise with third-party trade reporting services and other Accounts Receivable and Credit/Collections vendors.
- Review and approve refund requests in accordance with assigned delegation of authority.
