Accounts Receivable Analyst I

The Accounts Receivable Analyst I ("AR Analyst I") supports the management of secured and unsecured customer accounts through account reconciliation, dispute research, deduction resolution, and customer account maintenance activities. This role contributes to the organization's cash flow objectives by assisting with the timely resolution of outstanding receivable balances while delivering a positive customer experience.

The AR Analyst I develops foundational knowledge of accounts receivable processes, customer account management, and departmental systems. The successful candidate will utilize analytical and problem-solving skills to research discrepancies, document findings, and collaborate with internal teams to resolve customer account issues in accordance with established policies and procedures.

• Support the reconciliation of assigned customer accounts and assist with identifying and resolving account discrepancies.
• Research and resolve routine customer deductions, claims, short payments, and payment application issues.
• Assist customers and internal departments with inquiries related to outstanding account balances.
• Reconcile open credit memos and support resolution of outstanding balances.
• Accurately document collection, dispute, and resolution activities within departmental systems.
• Maintain customer account records and supporting documentation in accordance with departmental requirements.
• Develop knowledge of ERP systems, customer account management processes, and dispute resolution procedures.
• Escalate complex issues to senior team members or leadership as appropriate.

• Establish and maintain professional relationships with assigned customers and internal business partners.
• Respond timely to customer inquiries regarding account balances, deductions, and payment issues.
• Collaborate with Sales, Customer Service, Distribution Centers, Accounting, and other departments to resolve customer account discrepancies.
• Communicate effectively with internal and external stakeholders to support issue resolution and customer satisfaction.

• Assist in identifying trends and recurring account issues through research and analysis.
• Support aging and account management objectives by completing assigned account activities timely and accurately.
• Recommend process improvements that enhance efficiency, documentation quality, or customer experience.
• Participate in training activities to develop accounting, systems, and customer management knowledge.

• Bachelor's degree in Accounting, Finance, Business, or related field preferred.
• Zero (0) to two (2) years of Accounts Receivable, collections, accounting, customer service, or related experience.
• Basic proficiency in Microsoft Excel, Word, and financial systems.
• Ability to learn ERP systems; SAP experience preferred.
• Strong attention to detail, organization, and time management skills.
• Effective written and verbal communication skills.
• Ability to prioritize workload and meet deadlines in a fast-paced environment.
• Strong analytical and problem-solving abilities.

• Account reconciliation
• Customer service and relationship management
• Attention to detail and accuracy
• Basic analytical problem-solving
• Communication and follow-up
• Organization and time management
• Team collaboration
• Continuous learning mindset

• Accurately completes assigned reconciliation and dispute resolution activities.
• Maintains timely documentation of customer account activity.
• Demonstrates developing proficiency in AR systems, policies, and procedures.
• Provides responsive and professional customer support.
• Meets quality and productivity expectations.
• Shows increasing independence in managing account-related activities and resolving routine issues.