Accounts Receivable Collections Analyst - Hybrid (Atlanta, GA)

Accounts Receivable Analyst

At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

The Accounts Receivable Analyst will be responsible for preparing accounts receivables estimates, tracking and resolving outstanding payment issues, supporting the collection efforts for the retirement and wealth business, and assisting with month-end close tasks.

Essential Duties and Responsibilities:

• Prepare accounts receivables estimates and explanations for variances
• Review commission history to reconcile payment and billing dates
• Identify and troubleshoot potential billing challenges to assist in the timely and accurate collection of outstanding receivables
• Support the collections efforts for the retirement and wealth business outstanding receivables
• Audit books of business under management to ensure all cases are receiving commissions
• Document payment cycles, billing cycles, and error reports to assist with revenue tracking and account maintenance
• Handle inquiries from acquisitions, partnerships or internal producers and advisors
• Routinely run administrative reports and analyze for inconsistencies
• Identify discrepancies from reports and communicate with the appropriate internal department
• Ad hoc reporting and special projects
• Additional responsibilities assigned by management

Qualifications, Skills and Requirements:

• Strong analytic skills, attention to detail, accuracy, and follow-through
• Demonstrated ability to identify issues in payment trends, analyze issues and determine appropriate solutions/resolve
• Ability to multi-task and thrive in a fast-paced environment.
• Excellent verbal and written communications skills
• Strong customer service skills
• Excellent problem-solving skills
• Ability to meet strict deadlines

Education, Training and Experience:

• Bachelor's degree in Accounting, Finance, or related area
• Expert level of proficiency with Microsoft Excel including vlookups and pivot tables
• Experience with Microsoft Dynamics D365 and Workday preferred
• 1-3 years of experience in a similar financial position

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their protected characteristics. This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.