Accounts Receivable Analyst

Accounts Receivable Analyst

The Accounts Receivable Analyst is responsible for supporting the company's billing, collections, cash application, customer account reconciliation, and AR reporting processes. This role works closely with operations, project management, accounting, and treasury to ensure customer invoices are issued accurately, payments are applied timely, outstanding balances are monitored, and collection issues are resolved quickly.

The ideal candidate will be detail-oriented, organized, comfortable working with large amounts of data, and able to communicate professionally with both internal teams and external customers.

Accounts Receivable and Billing Support

Prepare, review, and process customer invoices in accordance with contract terms, customer requirements, and company billing procedures.

Work with operations and project management teams to obtain the necessary billing support, including job documentation, backup, purchase orders, change orders, quantities, lien waivers, or other customer-required information.

Review customer accounts to ensure invoices are accurate, complete, and submitted timely.

Assist with customer portals, invoice uploads, and compliance documentation required for payment processing.

Cash Application

Apply customer payments accurately and timely to the appropriate customer accounts and invoices.

Research and resolve unapplied cash, short payments, overpayments, duplicate payments, and payment discrepancies.

Coordinate with treasury and accounting teams to ensure daily cash receipts are properly recorded and reconciled.

Collections and Customer Follow-Up

Monitor aging reports and follow up on past due balances.

Communicate with customers regarding payment status, missing remittance details, disputed invoices, and collection matters.

Partner with operations, project managers, and regional teams to resolve billing disputes or payment delays.

Escalate significant collection issues or high-risk receivables to management.

Account Reconciliations and Reporting

Reconcile customer accounts and research differences between customer records and company records.

Prepare AR aging reports, collection status updates, and customer account summaries.

Assist with month-end close activities related to accounts receivable, including AR reconciliations, allowance analysis, bad debt review, retainage review, and revenue support.

Support management with ad hoc AR analysis, KPI reporting, and cash collection forecasting.

Process Improvement and Compliance

Identify opportunities to improve billing accuracy, cash application timing, customer follow-up, and AR reporting.

Maintain organized records of customer correspondence, billing documentation, payment support, and collection activity.

Ensure compliance with company policies, internal controls, customer requirements, and accounting procedures.