Collection Analyst

Job Description

Job Description

Job Overview

The ideal candidate is an organized, proactive, and customer-focused professional who enjoys working in a fast-paced environment and takes ownership of their responsibilities. They are comfortable managing multiple customer accounts, following up consistently on outstanding items, and working closely with customers and internal teams to keep the Order-to-Cash process moving efficiently.

This person is detail-oriented, dependable, and confident communicating in both English and Spanish. They have strong analytical and problem-solving skills, are comfortable working with numbers and account information, and know when to follow up, escalate, or take action.

Most importantly, we are looking for someone who takes initiative, communicates clearly, and is committed to providing excellent service while supporting timely collections, accurate account management, and the company’s overall cash flow goals.

Position Summary

The Order-to-Cash & Accounts Receivable Analyst is responsible for supporting and coordinating the Order-to-Cash (O2C) cycle, ensuring effective communication and collaboration between customers, the Billing team, Operations, and other internal stakeholders.

This role serves as a primary point of contact for customer billing, account, and payment inquiries. The position supports timely and accurate invoice processing, manages collection activities, reconciles customer accounts, and helps maintain healthy cash flow while delivering a high level of customer service.

Key Responsibilities

Order-to-Cash (O2C)

• Serve as a primary point of contact for assigned customer accounts regarding billing, account, and collection inquiries.
• Maintain proactive and professional communication with customers to resolve documentation, invoicing, and account-related issues.
• Coordinate with Operations and the Billing team to obtain and validate all supporting documentation required for timely and accurate invoice processing.
• Identify, investigate, and resolve discrepancies that could delay invoicing or payment.
• Monitor the invoicing process and consistently follow up on pending items to prevent unnecessary delays.
• Maintain accurate and up-to-date customer and transaction information within JD Edwards (JDE).
• Collaborate with internal teams to identify opportunities for continuous improvement within the Order-to-Cash process.

Accounts Receivable (AR)

• Monitor customer aging reports, outstanding balances, and payment activity.
• Perform collection activities through phone calls, email follow-ups, and customer meetings when necessary.
• Maintain consistent follow-up on assigned accounts to support timely payment and adherence to established credit terms.
• Investigate payment discrepancies and coordinate resolutions with customers and internal departments.
• Reconcile customer accounts and identify unapplied payments, short payments, deductions, and disputed balances.
• Escalate past-due accounts and unresolved issues in accordance with company policies and established procedures.
• Maintain complete and accurate records of collection activities, customer communications, and supporting documentation.
• Assist with month-end Accounts Receivable closing activities.
• Prepare aging reports, collection status reports, and cash collection forecasts as required.
• Support internal and external audits related to Accounts Receivable activities.

Qualifications

Education

Bachelor’s degree in one of the following fields or a related discipline:

• Accounting
• Finance
• Business Administration

Experience

• Minimum of 2–4 years of relevant experience in Accounts Receivable, Order-to-Cash (O2C), billing support, collections, customer account management, or a related function.
• Experience working with U.S.-based customers is highly preferred.
• Experience in the transportation, logistics, or supply chain industry is a plus.
• Experience working with ERP systems; JD Edwards (JDE) experience is preferred.

Technical Skills

• Intermediate to advanced proficiency in Microsoft Excel.
• Proficiency in Microsoft Outlook, Word, and Teams.
• Experience working with ERP systems, preferably JD Edwards.
• Ability to analyze aging reports, customer account activity, and financial information.
• Strong organizational, analytical, problem-solving, and documentation skills.
• Ability to manage multiple priorities and customer accounts in a fast-paced environment.

Language Requirements

• English : Advanced professional proficiency, both written and verbal.
• Spanish : Native or professional proficiency.

This position requires full professional proficiency in Spanish, including the ability to speak, read, write, and understand Spanish fluently, as the Collection Analyst provides direct support to our teams and operations in Mexico and Argentina.

Ideal Candidate

The ideal candidate is an organized, proactive, and customer-focused professional who thrives in a fast-paced environment and takes ownership of their responsibilities. They are comfortable managing multiple customer accounts, maintaining consistent follow-up on outstanding items, and working closely with customers and internal teams to keep the Order-to-Cash process moving efficiently.

This individual is detail-oriented, dependable, and confident communicating in both English and Spanish. They possess strong analytical and problem-solving skills, are comfortable working with numbers and account information, and understand when to follow up, escalate an issue, or take action.

Most importantly, we are looking for someone who takes initiative, communicates clearly, and is committed to providing excellent service while supporting timely collections, accurate account management, and the company’s overall cash flow objectives.

Company that cares about its employees, their training and development.

Company Description

Company that cares about its employees, their training and development.