Analyst, AR Job Description
Analyst, AR
provides guidance to lower level staff and recommends changes to management regarding financial and administrative processes and procedures, utilizing knowledge of accounting principles and practices.
Analyst, AR Duties & Responsibilities
To write an effective analyst, AR job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, AR job description templates that you can modify and use.
Sample responsibilities for this position include:
Review daily deposit information into CONA SAP
Query solving
Support systems-related AR Ops project execution in direct partnership with IT
Monitor various reports such as claims on hold, episodes without RAP, episodes without final claim, missing orders, RAP suppression ratio, and work with staff to address specific issues
Coordinate with customer
Maintain timely turnaround, as specified, or not to exceed 48 hours for adjustments, customer request, phone messages, e-mail
Tasks are assigned and will be monitored by experienced accounting professionals or management
Pro-actively communicate and work with our customers to process payment of invoices, credit memos and denied chargebacks
Proactive managing of query e-mail boxes for incoming customer e-mails
New order entry to ERP system, handling return orders and provide changes to existing orders
Analyst, AR Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst, AR
List any licenses or certifications required by the position: HACCP, B2, DHS, CMA, CPA, ARS, NACM
Education for Analyst, AR
Typically a job would require a certain level of education.
Employers hiring for the analyst, AR job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Accounting, Finance, Business, Associates, Education, Economics, Business/Administration, Accounting/Business, Technical, Fine Arts
Skills for Analyst, AR
Desired skills for analyst, AR include:
Accounting principles
Network drivers and strategy
Practices and procedures
Fundamental accounting concepts
SAP
AR processes and related financial processes
Risk recognition
Accounting principles essential
Microsoft Excel
Preferably SAP
Desired experience for analyst, AR includes:
Must have experience working with Microsoft Office (Word, Excel, and PowerPoint)
Must be detail oriented and have good organizational skills
Excel knowledge is a must
Ability to work with multiple team members in finance in different locations sales coverage team
Must have minimum of 1 years of relevant experience
Must be proficient in Microsoft Office (Word, Excel, Powerpoint, Outlook)
Analyst, AR Examples
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Analyst, AR Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of analyst, AR. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, AR
- Review accounts where an adjustment may or may not be present to clear potential inaccuracies
- Provide guidance on drafting procedures for recurring processes needed as identified through special projects
- Complete and comprehend all educational requirements
- Perform analysis of collections related data in order to identify emerging trends, identify problem areas, propose alternative solutions and corrective actions
- Develop demand and staffing plans to ensure adequate portfolio coverage and load balancing between the collections workforce
- Daily booking of customer payments • Booking of bank fees, US Lockbox
- Reconciling AR account(s) to the general ledger
- Managing and resolving invoice discrepancies to ensure timely and accurate receivables
- Managing internal and external Accounts receivable inquiries
- Maintain Customer relationships by responding timely and accurately to both internal (company) and external (vendor directly) questions and requests for information
Qualifications for analyst, AR
- Prior experience in O2C area will be an advantage
- Transition experience would be an asse
- Must have ability to multi-task and work in a fast paced environment with the understanding of time sensitivity
- Must be able to work overtime when needed or requested
- 1 - 2 year experience working in a finance department
- A minimum of a Bachelor’s degree in Accounting or Finance
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Analyst, AR Job Description
Job Description Example
Our company is looking to fill the role of analyst, AR. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, AR
- Preparation an entry of expense report reimbursements
- Perform/review periodic account and bank reconciliations
- Reconcile inventory receipts to vendor invoices
- Process all lockbox files into Managed Healthcare Systems (MHS)
- Prepare or assist in the preparation of the company cash forecasts for future cash needs to senior executives and parent holding company
- Create and manage bank database for electronic disbursements (wire transfers and ACH transactions)
- Process all ACH and wire transfers to taxing agencies (payroll and sales tax) and vendors (benefit and insurance carriers, ) then record disbursement activity to company general ledger
- Analyzes postings to intercompany accounts across all companies and systems
- Determines the accuracy and validity of all transactions in the intercompany accounts, reposting improperly coded or improperly received items and allocating to correct companies, and ultimately reconciling these accounts and ensuring there are no differences among companies
- Identifies reconciling items to be cleared on a monthly basis between REIT and TRS
Qualifications for analyst, AR
- NACM Professional certification preferred
- Excellent interpersonal and customer service skills with ability to communicate with and provide direction to all levels of employees within an organization communicate effectively with all external customers / vendors
- Confer with customer by meetings in attempt to determine reason for overdue payment
- Must possess good written and verbal communications skills (English)
- Should be able to demonstrate PC proficiency in MS Word and Excel learn any corporate or industry software used for the effectiveness of the position
- Proficiency with forecasting, planning and explaining results vs
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Analyst, AR Job Description
Job Description Example
Our innovative and growing company is looking for an analyst, AR. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, AR
- Process credit card and cash/COD payments
- Preform credit investigations for new and existing accounts
- Set up and make account adjustments
- File preliminary notices
- Review and issue lien releases
- Handle other tasks as assigned by the Division Credit Manager
- Contact customers to make arrangements for payment and to resolve disputes
- Partner/coordinate with AR leadership team to develop and modify/improve existing reporting to allow members of the Key Accounts team to function more efficiently and accurately
- Partner with members of the Key Account team to help identify needs/requests for additional reporting to assist in routine duties ad hoc reporting needs
- Assist in training/development of members of Key Accounts team on technical tools to (Excel, Access, ) to drive efficiency, accuracy and control
Qualifications for analyst, AR
- Bachelor’s degree in Accounting, Finance, Business or equivalent combination of education and experience
- Undergraduate degree in Accounting, Finance or Systems
- Good verbal ability to effectively communicate with different departments at the customer and internal departments Customer Vice Presidents of Merchandising to Accounts Payable staff
- Dutch B2
- Dutch C1/C2
- Arabic as an asset
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Analyst, AR Job Description
Job Description Example
Our company is growing rapidly and is hiring for an analyst, AR. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, AR
- Daily collection calls, handle incoming calls from Customer Care related to Accounting issues including processing charge cards, sales tax inquiries, analyzing and releasing customer orders and corresponding with sales consultants
- Open new accounts with credit checks and set credit limits
- Assist with the monthly statement billing process
- Work on customers who need to be sent to collections and understand exceptions
- Solve problem check issues through account reconciliations and by working with the customers
- Perform in-depth customer payment analysis by working on the AR Aging and Unapplied Cash Reports to ensure that all accounts are reconciled and up to date to resolve disputed items
- Process accounting adjustments (credits/re-bills) and backup daily cash application
- Update accounts in the system with changes received from the buying groups and the customers
- Work closely with Sales Support, Key/Corp/International Accounts and Customer Care to ensure invoice discrepancies are promptly resolved and held orders are resolved and communicated
- Work with Sales Support when setting up new accounts
Qualifications for analyst, AR
- Flexibility and willingness to work within constantly changing priorities
- Applied Learning – effectively apply new knowledge to achieve results
- Bachelor’s in Accounting, Finance, or Business or related degree with 1-4 years’ experience in accounting, finance and/or accounts receivable
- University studies with a Business Studies component
- Requires solid knowledge of Microsoft office suite
- Provide input on functionality and enhancements that would improve and streamline tasks related to Financial Service Operations
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Analyst, AR Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of analyst, AR. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, AR
- Deduction management and resolution
- Broker, sales team, customer interface
- Understand customer deals/pricing and load/maintain customer contracts
- Application of cash and processing customer remittances
- Meet operational metric targets
- Participation in small projects
- Complete daily/weekly/monthly accounting and reporting tasks
- Supports month end close functions
- Supports Sox requirements
- Assists with quarterly external reporting
Qualifications for analyst, AR
- Coordinate cross functional communications between Subscriber Services, Sales, Customer Service, and other departments
- Review business reports, identify invoices outstanding and
- Required to work shift & weekend (Saturday)
- O2C experience
- 5 years accounts receivable and research analysis experience required
- Advanced Excel and Cash application is required