Analyst, Collections (Business to Business)

Cardinal Health

1d•Remote

About The Position

Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Collections is responsible for the collection of outstanding accounts receivable. This includes dispute research, developing payment plans with customers, and building relationships of trust with customers and internal business partners. We are seeking an experienced and results-driven Collections Analyst to join our team. This role is responsible for managing accounts receivable portfolios, reducing delinquency, driving cash collections, resolving billing disputes, and maintaining strong customer relationships.

Requirements

3+ years of collections, accounts receivable, or credit collections experience, preferred
Proven experience managing high-volume B2B collections portfolios
Strong proficiency in SAP (collections, AR, dispute management, cash applications visibility), preferred
Advanced Microsoft Excel skills (VLOOKUP, Pivot Tables, formulas, reporting)
Ability to work in a fast-paced environment while managing multiple priorities
Strong negotiation and conflict-resolution skills
Ability to work independently with minimal supervision
Strong organizational and multitasking abilities
Excellent written and verbal communication skills
Strong analytical and problem-solving mindset
High attention to detail and sense of urgency

Nice To Haves

Bachelor's degree in related field, or equivalent work experience, preferred

Responsibilities

Manage an assigned portfolio of customer accounts to ensure timely payment of outstanding invoices.
Perform outbound collections efforts via phone and email while maintaining professionalism and customer relationships.
Analyze aging reports and prioritize collection strategies based on risk and delinquency trends.
Investigate and resolve payment delays, short pays, unapplied cash, and billing discrepancies.
Partner cross-functionally with Sales, Customer Service, Billing, and Finance teams to resolve account issues.
Reconcile customer accounts and maintain accurate account notes and collection activity updates.
Prepare and distribute statements, payment reminders, and account summaries.
Negotiate payment plans when appropriate while protecting company interests.
Monitor credit exposure and escalate high-risk accounts as needed.
Ensure compliance with internal policies and applicable collection regulations.
Support month-end close activities related to accounts receivable.
Generate and present portfolio performance metrics and reporting.
Review daily aging reports and prioritize overdue accounts.
Contact customers regarding past due balances.
Respond to customer inquiries related to invoices, payments, and statements.
Work disputes through resolution with internal departments.
Update SAP with payment statuses, notes, and follow-up actions.
Track promised payments and ensure commitments are met.
Reconcile accounts and investigate unapplied cash.
Attend team meetings and provide status updates on high-priority accounts.
Prepare reporting in Excel for leadership review.
Escalate critical accounts requiring management intervention.