Collections Analyst

Centric Software•US CA Home Office, CA

9d•Remote

About The Position

Centric Software is seeking a motivated and detail-oriented Collections Analyst to join our Finance and Accounting team in a fast-paced, high-growth environment. The Collections Analyst will be responsible for managing an assigned portfolio of customer accounts, driving timely collection of outstanding receivables, resolving payment issues and disputes, and maintaining accurate and current collection records. This role requires strong organization, attention to detail, effective communication, and a high level of ownership and accountability. The ideal candidate is proactive, customer-focused, and comfortable managing competing priorities while consistently following up on outstanding balances. The individual should demonstrate strong problem-solving skills, sound judgment, and the ability to identify potential payment risks or collection blockers and escalate them appropriately. The Collections Analyst will work closely with customers and internal stakeholders, including Billing, Sales, Customer Success, Revenue, and other Finance teams, to resolve issues affecting payment and support the company's cash collection objectives. The role will also participate in reporting, process improvement initiatives, audits, and special projects related to the Collections function.

Requirements

Previous experience in collections, accounts receivable, credit, or a related finance function preferred.
Strong organizational skills with the ability to effectively manage a portfolio of customer accounts and multiple competing priorities.
Excellent verbal and written communication skills.
Strong attention to detail with a high degree of accuracy and follow-through.
Demonstrated ability to take ownership of assigned responsibilities and work independently in a remote environment.
Strong analytical and problem-solving skills with the ability to research account discrepancies and determine appropriate next steps.
Ability to identify potential customer payment or credit risks and escalate concerns appropriately.
Ability to communicate professionally and confidently with customers regarding outstanding balances and payment expectations.
Strong interpersonal skills and the ability to collaborate effectively across departments and geographic regions.
Proficiency in Microsoft Excel, Word, and Outlook.
Ability to quickly learn and effectively utilize financial systems, ERP platforms, and customer payment portals.
Ability to adapt to changing priorities and business requirements in a fast-paced, high-growth environment.
A collaborative, team-oriented mindset with a commitment to accountability, continuous improvement, and achieving collection goals.

Responsibilities

Manage an assigned portfolio of customer accounts and actively drive the collection of outstanding accounts receivable.
Review and maintain customer aging reports and prioritize collection activity based on aging, balance, risk, and payment status.
Conduct consistent and timely follow-up with customers regarding outstanding and past-due invoices.
Obtain and document customer payment commitments and scheduled payment dates and promptly follow up on missed or broken payment commitments.
Proactively identify payment delays, disputes, high-risk accounts, and other collection blockers and escalate significant concerns to the Senior Manager, Collections.
Research and resolve customer discrepancies related to invoices, payments, credits, account balances, and payment application.
Reconcile customer accounts as they relate to invoicing, payments, credits, and outstanding receivables.
Research and respond to internal and external inquiries regarding invoices, disputes, account balances, and payments.
Maintain accurate, complete, and timely collection notes, customer correspondence, payment commitments, dispute statuses, and follow-up dates.
Communicate professionally and effectively with customers regarding outstanding obligations and required actions to bring accounts current.
Build and maintain strong working relationships with customers and internal business partners.
Follow established collection policies, procedures, and escalation protocols while identifying opportunities for process improvement.
Provide backup support and collaborate with other Collections Analysts as needed.
Prepare ad hoc reporting and analysis to support collections management, audits, compliance, and financial reporting requirements.
Participate in special projects and process improvement initiatives related to Collections and Accounts Receivable.