Senior Financial Operations Analyst

BEELINE•Jacksonville, FL

12d

About The Position

The Senior Cash Collections Specialist is responsible for leading complex, high-volume accounts receivable efforts to optimize cash flow, reduce aging, and resolve payment barriers across enterprise clients. This role serves as a key liaison between clients, AP teams, and internal Billing, A/R, and Cash Application functions to ensure accurate invoices, timely collections, and rapid dispute resolution. Leveraging deep systems expertise and strong analytical judgment, the Senior Specialist drives proactive risk mitigation, supports financial reporting accuracy, and contributes to continuous process improvement across the FinOps organization.

Requirements

Bachelor’s degree or equivalent experience required
4+ years of experience in an operations related field
High-level critical and logical thinking skills
Written and verbal communication skills required
Any technical or analyst certifications preferred
Proficiency in Microsoft Office

Nice To Haves

Ability and desire to drive change through high-energy, can-do attitude, comfortable working in a high-performance, entrepreneurial, open-door environment
Must be an outstanding communicator and team player who demonstrates attention to detail, and who also understands how to ensure finance initiatives that support the long-term strategy of the business
Strong analytical and problem-solving skills
Ability to work autonomously
Attention to detail / detail oriented.

Responsibilities

Lead end-to-end collections activities for high-volume, enterprise-level accounts, ensuring timely resolution of outstanding receivables across all aging buckets, with strong emphasis on >60 and >90-day exposure.
Execute daily review of AR aging reports, proactively prioritize escalations, and drive targeted outreach to reduce DSO and improve overall cash flow performance.
Manage complex dispute identification, documentation, and resolution in partnership with Billing, Client Operations, and Account Directors.
Conduct root-cause analysis of recurring issues (e.g., PO funding gaps, milestone discrepancies, VMS mismatches, S4/JobDiva variances) and provide recommendations to eliminate recurrence.
Serve as the senior point of contact for client AP departments, procurement, and internal account leadership for all payment-related matters.
Facilitate timely client follow-up via email, phone, and VMS portals (Beeline, Fieldglass, Coupa, etc.), ensuring all documentation is accurate and complete.
Prepare and deliver summary status updates for top accounts, including risk exposure, collections barriers, required escalations, and forecasted payment outcomes.
Partner closely with Billing, Cash App, and PMO teams to ensure alignment on invoicing accuracy, cash posting, credit/rebill activity, and dispute remediation.
Support continuous improvement initiatives, including automation enhancements, SOP updates, and requirements gathering for system changes (SAP S/4, JD automations, NetSuite migration).
Utilize SAP S/4, JobDiva, VMS platforms, and internal dashboards to monitor AR positions, track daily cash applications, and validate payment status.
Maintain meticulous documentation of client interactions, dispute notes, commitments, and resolution timelines.
Prepare weekly and monthly reports for SR leadership outlining collections performance, risk trends, KPIs, and targeted action plans.
Mentor junior collections specialists, providing coaching on best practices for client outreach, dispute handling, and effective use of AR systems.
Serve as SME for high-risk accounts and complex cash collections scenarios, guiding the team in applying judgment, escalation paths, and financial controls.
Drive a high-accountability, results-oriented collections culture aligned with internal SLAs and executive expectations.