Senior Accounts Receivable Analyst

CB Insights•New York, NY

10d•$70,000 - $90,000•Remote

About The Position

CB Insights is seeking a detail-oriented and proactive Senior AR Analyst to join our Finance team. The ideal candidate will be responsible for managing customer accounts, processing invoices, collecting payments, and maintaining accurate financial records. This role is essential to ensuring the company's cash flow, maintaining strong customer relationships, and continuously improving our financial processes. The Finance team is a collaborative group of accounting and finance professionals committed to supporting the company's growth and operational excellence. We foster a culture of accuracy, continuous improvement, and teamwork. The Senior AR Analyst will work closely with other departments, including the accounting team, sales and customer success teams, and legal teams, to ensure smooth financial operations. We value open communication, professional development, and innovation in how we approach our financial management.

Requirements

Bachelor’s degree in a related field preferred
4+ years of experience in accounts receivable or a similar accounting role
Proficiency with accounting software and Microsoft Office Suite (Excel, Word, Outlook)
Strong analytical, problem-solving, organizational, and time-management skills
Strong attention to detail and accuracy in account reconciliation, data entry, and record-keeping
Experience reconciling customer accounts and resolving account discrepancies
Excellent written and verbal communication skills, with a customer-service-oriented approach
Ability to manage multiple priorities, meet deadlines, and work independently and collaboratively
Professional judgment, integrity, and discretion when handling sensitive financial information
Adaptability and willingness to learn and embrace new systems and tools

Nice To Haves

Experience with ERP systems or accounting platforms (Sage Intacct, Maxio, Salesforce, Gong)
Knowledge of general accounting principles and practices
Familiarity with ASC 606 revenue recognition principles and their application to AR processes
Customer service experience in a B2B environment
Certification in accounting or a finance-related field
Track record of identifying and implementing process improvements
Experience with automation tools and workflow optimization
Process improvement mindset with the initiative to identify inefficiencies and develop solutions

Responsibilities

Process and maintain customer invoices, ensuring accuracy and timely delivery
Monitor accounts receivable aging reports and identify overdue payments
Initiate collection efforts through calls, emails, and written correspondence with customers
Reconcile customer accounts on a regular basis, ensuring accuracy of account balances and resolving discrepancies between system records and customer statements
Investigate and resolve account disputes, billing errors, and unapplied credits or payments
Post customer payments and apply credits appropriately to accounts
Maintain detailed records of all customer interactions and collection attempts
Prepare periodic reports on accounts receivable status and collections activity
Coordinate with the sales and customer service teams to resolve billing issues
Support month-end and year-end closing procedures, including comprehensive account reconciliation
Identify opportunities for process improvements and cost savings within AR operations
Evaluate and recommend enhancements to workflows, systems, and procedures to increase efficiency and accuracy
Participate in the implementation of new processes and tools to streamline collections activities
Stay current with company policies and relevant accounting standards