Analyst - Shared Accounting

Energy Transfer•Kansas City, MO

8d•Onsite

About The Position

The Analyst is responsible for accurately applying customer payments, managing collection activities, and supporting the overall accounts receivable process. This role collaborates closely with customers, marketing groups, settlement teams, and accounting personnel to ensure timely cash application, minimize outstanding receivables, and maintain positive customer relationships while adhering to company policies and procedures.

Requirements

Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
Minimum of two (2) years of experience in accounts receivable, cash application, collections, or a related accounting function.
Strong proficiency in Microsoft Excel, including PivotTables, VLOOKUP, and other data analysis functions.
Strong analytical, problem-solving, and account reconciliation skills.
Solid understanding of accounting principles and practices.
Excellent written, verbal, and interpersonal communication skills.
High level of accuracy, attention to detail, and organizational skills.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
Ability to work independently with minimal supervision.
Ability to learn and navigate multiple systems and applications.
Team-oriented mindset with a strong customer service focus.
Demonstrates the highest standards of ethics and professionalism.

Nice To Haves

SAP experience preferred.
Flexibility to work overtime during peak business periods.

Responsibilities

Accurately apply and post customer payments in a timely manner.
Research and resolve unapplied cash, payment discrepancies, short payments, and overpayments.
Coordinate with customers and internal departments to obtain remittance information.
Perform daily review and approval of customer draft reports.
Reconcile customer accounts and investigate outstanding items as needed.
Monitor customer accounts and accounts receivable aging reports to identify overdue balances.
Conduct collection activities through emails and phone calls.
Follow up on delinquent accounts in accordance with company policies and procedures.
Maintain detailed collection notes and documentation of customer communications.
Escalate high-risk or significantly past-due accounts to management as appropriate.
Partner with Settlement Analysts, Marketing, and other internal stakeholders to resolve billing disputes.
Respond to customer inquiries regarding invoices, credits, account balances, and payment history.
Support continuous improvement efforts related to accounts receivable and collection processes.