Job#: 3038061

Job Description:

We are seeking a detail-oriented and customer-focused Accounts Receivable Analyst to join our growing Finance team. In this role, you will manage our accounts receivable function by executing collections activities, processing payments, resolving customer billing inquiries, and supporting cash forecasting. You will work in a fast-paced, hypergrowth environment with opportunities to drive process improvements and automation initiatives. This position plays a critical role in supporting our company's financial health and cash flow optimization.

Key Responsibilities

Collections & Dunning

• Execute end-to-end collection activities for assigned customer portfolio, following established dunning schedules and escalation procedures

• Proactively contact customers via phone, email, video conferencing, and SMS to secure timely payment of outstanding invoices

• Monitor aging reports and prioritize collection efforts based on balance, risk, and strategic importance

• Document all customer interactions and maintain accurate notes in the ERP/collection system

• Identify at-risk accounts and escalate to management with recommended action plans

Customer Communication & Inquiry Management

• Serve as the primary point of contact for customer billing and payment inquiries

• Respond to customer questions regarding invoices, account balances, payment terms, and payment methods

• Collaborate with Sales and Customer Success teams to resolve complex customer issues

• Maintain professional and positive relationships with customers while achieving collection goals

• Conduct customer calls and video meetings to discuss account status and negotiate payment arrangements

Cash Application

• Process and apply customer payments accurately and timely across multiple payment channels

• Research and resolve payment discrepancies, short payments, and unapplied cash

• Reconcile customer accounts and investigate variances

• Work with banking partners to resolve payment processing issues

Dispute Resolution

• Investigate and resolve billing disputes by coordinating with internal stakeholders

• Process credit memos, adjustments, and refunds in accordance with company policy

• Track dispute trends and provide insights to improve billing accuracy

• Maintain detailed documentation of dispute resolution activities

Reporting & Cash Forecasting

• Prepare weekly and monthly AR aging reports and collection metrics

• Contribute to cash flow forecasting by providing collection projections

• Analyze AR trends and provide insights on customer payment behavior

• Support month-end close activities including account reconciliations

• Generate ad-hoc reports and analysis as requested by management

Required Qualifications

• 3+ years of experience in accounts receivable, collections, or related finance role within a SaaS company, preferably a fast growth Tech company

• Strong understanding of AR processes including cash application, collections, and dispute resolution

• Excellent verbal and written communication skills with the ability to interact professionally with customers at all levels

• Experience with ERP systems (Workday, NetSuite, SAP, or similar)

• Proficiency in Microsoft Excel including pivot tables, VLOOKUP, and data analysis

• Demonstrated ability to manage high-volume workload while maintaining accuracy and attention to detail

• Strong problem-solving skills with a customer-service mindset

• Ability to work independently and collaboratively in a fast-paced environment

Preferred Qualifications

• Bachelors degree in Accounting, Finance, Business Administration, or related field

• Experience in B2B

• SaaS or technology company environment

• Experience with collection automation platforms (Tesorio, HighRadius, or similar)

• Familiarity with credit risk assessment and credit management processes

• Experience working in a high-growth or hypergrowth company

• Bilingual capabilities are a plus

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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