Analyst AR Collections

Analyst AR Collections

San Mateo, CA


As a key member of our finance team, you will be responsible for customer collections in high volume billing arrangements. You will maintain processes associated with, monitoring accounts receivable activity and following up with clients on past due invoices to ensure timely collection in accordance with agreed upon payment terms.

The successful candidate will have experience in high volume customer collections and will possess skills necessary to communicate with customers in order to exchange information and quickly resolve discrepancies and disputes. The tenacity to follow tasks through to successful completion is essential. The position and skill sets required for the successful candidate are described below and provide further insight into this important role.

Reports To: Senior Manager, Billing/Credit and Collections

Position Responsibilities

  • Release weekly collection notification for all customer products
  • Proactively handle all customer requests or payment inquiries via email or telephone
  • Collaborate with Billing Support and Account Management team to bring customer billing queries, dispute or any billing issues to resolution
  • Ensure invoices are consistently paid on or before the due date and determine reasons for past due payments and negotiate resolution
  • Document phone calls and daily collection activity
  • Provide monthly/weekly cash collection forecast
  • Provide weekly status report detailing key collection issues and establish proactive steps for resolutions
  • Responsible in cash application and daily cash receipt reconciliation for customer products
  • Monitor daily Accounts Receivable activity for non-payments, delayed payments, and other irregularities
  • Determine significance of problems and follow established procedures to achieve solutions through to successful completion
  • Investigate and resolve customer invoice and payment inquiries by facilitating effective resolution
  • Send past due follow-up notices via email based on delinquency level and contact via phone, as needed
  • Escalate unresolved accounts that made it to the suspension list to Analyst II for “Last Call” before Suspension day
  • Perform customer account analysis
  • Provide value-added service to customers to meet or exceed expectations; develop and maintaining ongoing customer relationships; positive interaction and partnering with other department.



  • Bachelor’s degree in Accounting, Finance, or related field

Expertise & Experience:

  • Advanced skills in Microsoft Office Excel (required VLOOKUP-up and Pivot Table skills)
  • Strong customer skills and ability to troubleshoot problems
  • 5+ years previous experience in AR/ Collections
  • Cloud Communication collection experience preferred
  • Proficient in Outlook and Sales Force


  • Works independently and demonstrates good judgment
  • Skilled with numbers
  • Ability to work on fast paced environment
  • High degree of detail and accuracy
  • Multi-tasks, prioritizes, and works efficiently
  • Ability to effectively manage special projects as required
  • Professional verbal and written communication skills
  • Team player who communicates effectively with internal and external clients to exchange information and quickly resolve discrepancies and disputes
  • Maintains confidentiality of all customer and company information
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