Billing & Collections Analyst

Job Description

Job Description

*This is a West Allis, WI onsite job based opportunity.*

Summary

Under the direction of the Controller, the Billing and Collections Analyst complies financial data, prepares invoices and performs collection responsibilities.

Essential Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

• Maintain a thorough understanding of assigned accounts through weekly aging reviews and regular customer communication.
• Research and resolve disputes/issues preventing payment
• Answer inbound phone, email and internal questions related to invoices and payments as well as documenting all customer activity
• Ensures compliance with the company’s Credit and Collection policy
• Maintain customer credit files including assessment of customer credit worthiness, recommends appropriate extensions of credit and collaborates cross-functionally to research and resolve discrepancies.
• Performs other duties and responsibilities as requested or required.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

• Associate’s degree in business, finance, accounting or related required
• Minimum of two years of previous accounts receivable and collections experience required
• Proficient in Microsoft office including advanced Excel skills
• Previous experience with CRMs, ERPs or other database software preferred

Language Skills

• Ability to read and interpret finance/accounting documents. Ability to write routine reports and correspondence. Ability to communicate effectively with employees at all levels of the organization. Excellent business communication skills including phone, email and in-person.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent.

Computer Skills

• General proficiency in Microsoft Office required
• Excellent skills in Excel required

Other Skills

• Very adaptable. Responds effectively to changes in situation or information.
• Strong attention to detail
• High level of organization and time management skills
• Ability to work independently, meet deadlines and prioritize work
• Flexible, adaptable, detail oriented and self-motivated

Reasoning Ability

Ability to apply commonsense understanding to carry out instruction furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The position is an office-based position. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; reach above shoulders; climb or balance; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus