Senior Accounts Receivable and Automation Specialist
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 receivables reporting and VIP client accounts, analyzes and resolves cash application issues, and supports recovery of past-due balances. The specialist develops automated reporting and workflow solutions using tools such as Excel, VBA, Python, Microsoft Copilot, and other AI tools. The role also creates recurring aging and stakeholder reports, builds dashboards and process automation, partners with IT on system and data initiatives, and presents analytical findings and recommendations. Additional work includes client outreach, locating payment remittance details, documenting processes and tools, supporting month-end close and annual audit activities, preparing reports, attending conferences or seminars as required, and recommending improvements to business practices.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, Computer Science, or a related field, or an equivalent combination of 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 the 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 approach and high accountability.
- 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 collaborate with other departments to recover past-due receivables.
- Reconcile complex cash application issues, identify root causes, and present findings to clients clearly to restore trust.
- 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 about past-due balances and access 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 ACH, credit card, and Lockbox payments, among other payment types.
- Drive projects that produce measurable operational improvements and reduce manual effort.
- Assist with the month-end close process and annual audit as requested.
- Prepare various reports.
- Attend conferences and seminars as required.
- Recommend improvements to business unit practices and processes.
- Perform related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
