Accounts Receivable Collections Analyst - Hybrid (Atlanta, GA)

Digital Insurance • Atlanta, GA

4d • Hybrid

About The Position

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
• Must be eligible to work in the United States without the need for work visa or residency sponsorship.

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 acquisitions, 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

Benefits

• health
• wellbeing
• retirement
• other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses
• employee perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level