Senior Accounts Receivable and Automation Specialist

New York Blood Center Enterprises•Rye, NY

4d•Remote

About The Position

The Senior Accounts Receivable and Automation Specialist supports the Accounts Receivable function through advanced reporting, automation, analytics, and process improvement. Reporting directly to the Associate Director of Billing & Receivables, the role serves as a strategic partner to Finance and IT. It manages complex accounts receivable reporting, collections analytics, aging analysis, and a portfolio of complex VIP clients, while collaborating across departments to recover past-due receivables. The specialist investigates complex cash application issues, identifies root causes, and presents findings to clients to restore trust and provide clarity. The position develops automated reports, workflows, dashboards, and other tools using Excel, VBA, Python, Microsoft Copilot, and other AI tools. It also partners with IT on system enhancements, integrations, testing, and data initiatives; analyzes large datasets and presents recommendations; contacts clients regarding overdue balances; and accesses client portals to confirm invoice uploads and payment remittance dates. Additional work includes documenting processes and securely maintaining reporting and automation tools, locating payment remittance details, leading projects that reduce manual effort and improve operations, assisting with month-end close and annual audits as requested, preparing reports, attending conferences or seminars as required, recommending improvements to business-unit practices, and performing related duties as assigned.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, Computer Science, or a related field, or equivalent education, training, and experience.
At least four years of Accounts Receivable, Billing, Revenue Cycle, or related financial experience.
Proven experience implementing process improvements through technology and automation.
Experience with ERP systems, financial applications, and reporting platforms.
Advanced Microsoft Excel skills, including VBA/macros, Power Query, Pivot Tables, dashboards, and complex formulas.
Strong Python skills for reporting, workflow, and process automation.
Experience using Microsoft Copilot or similar AI tools to automate business processes.
Strong understanding of data management, system integrations, reporting tools, and business applications.
Cultural competency and ability to communicate effectively and sensitively with individuals and groups from diverse backgrounds.
Exceptional analytical and problem-solving skills.
Strong communication skills with technical and non-technical stakeholders.
Results-oriented and highly accountable.
Strong project management and organizational abilities.
Ability to maintain focus and consistently meet strict deadlines.
Ability to work independently in a remote environment.
Ability to independently identify opportunities, develop automated solutions, and deliver measurable results within aggressive timelines.

Responsibilities

Manage complex accounts receivable reporting, collections analytics, and aging analysis.
Manage a portfolio of complex VIP clients and work with other departments to recover past-due receivables.
Investigate complex cash application issues, identify root causes, and present findings to clients.
Develop automated reporting and workflow solutions using Excel, VBA, Python, Microsoft Copilot, and other AI tools.
Create recurring automated aging reports and stakeholder reports based on criteria established by the Associate Director.
Build dashboards, reporting tools, and process automation solutions to improve efficiency, accuracy, and productivity.
Partner with IT on system enhancements, integrations, testing, and data initiatives.
Analyze large datasets and present findings and recommendations to the Associate Director.
Contact clients regarding past-due balances and use client portals to confirm invoice uploads and payment remittance dates.
Document processes and maintain reporting and automation tools in a designated, secure location.
Assist with locating remittance details for payments including ACH, credit card, and lockbox payments.
Drive projects that deliver measurable operational improvements and reduce manual effort.
Assist with the month-end close process and annual audit as requested.
Prepare various reports and attend conferences or seminars as required.
Recommend improvements to business-unit practices and processes.
Perform related duties as assigned.