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Accounts Receivable Analyst

Posted 2024-11-09

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💎 Seniority level: Middle, 3+ years

📍 Location: Philippines, PST, NOT STATED

🔍 Industry: Global PEO solutions

🏢 Company: Equus Software

🗣️ Languages: English

⏳ Experience: 3+ years

🪄 Skills: LeadershipCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeMentoringAccountingAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingDocumentationMicrosoft Office SuiteCoaching

Requirements:
  • 3+ years of experience as an AR Analyst, Billing Specialist, or similar role.
  • Understanding of GAAP and revenue accounting concepts.
  • Proven track record of providing client service.
  • Familiarity with QBO, HubSpot, ExaVault, Rydoo/Expensify.
  • Intermediate knowledge of MS Office (vlookups, pivot tables, basic formulas).
  • Critical thinker and problem-solving skills.
  • Team player with excellent time-management and interpersonal skills.
  • Experience in payroll and understanding of customer relationship management.
Responsibilities:
  • Prepare monthly invoices.
  • Receive and apply incoming payments.
  • Manage and track outstanding payments.
  • Monitor client account statuses and perform credit control.
  • Lead communications with clients regarding their outstanding balances and payment deadlines.
  • Answer clients' questions and resolve invoice disputes.
  • Mentor new staff and conduct training.
  • Develop process documentation.
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