Collections Analyst

Job Summary

The Accounts Receivable Analyst is accountable for optimizing and analyzing cash collection from PowerSchool customers.

This position serves as a customer contact regarding invoicing and payments, while handling large volumes of calls and emails.

The Accounts Receivable Analyst must be able to work directly with customers and peers and correctly analyze invoices, payments, and credit memos.

The successful candidate must communicate effectively, work independently, and meet strict deadlines.

Responsibilities

Duties and Responsibilities

Essential duties and responsibilities include the following.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Make accounts receivable calls and/or customer correspondence in a fast-paced goal-oriented Accounts Receivable department Update, track, and deliver management and financial reports on a recurring basis Research, resolve, and respond to issues and inquiries from customers Accountable for reducing delinquency for assigned accounts Conduct data analysis; evaluate business processes; determine business needs; identify requirements; and develop data system analysis Identify and implement process improvement opportunities in the collection process Establish and maintain effective and cooperative working relationships with customers and internal stakeholders Participate and sometimes lead team planning meetings Provide excellent & considerate customer service to customers and business partners Deliver a high level of service to achieve and maintain high satisfaction levels and support customer retention

Qualifications

Qualifications

To be considered for and to perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily.

The requirements listed below are representative of the knowledge, skill and/or ability required.

Qualifications include:

1-3 years' prior experience in a business or data analyst role Bachelor's degree or equivalent work experience Ability to independently research, resolve, and respond to issues and inquiries from clients Advanced MS Excel and PowerPoint skills Experience with Salesforce and/or NetSuite preferred Excellent customer service and conflict resolution skills Strong oral, written and verbal communication abilities Demonstrated ability to identify and resolve complex problems requiring changes in priorities and workflow, or partnering with other business units Ability to prioritize and manage multiple projects at the same time

Environmental Factors

Constant indoor collaborative work environment in close contact with co-workers Frequent social interactions and interruptions Frequent work under time restraints Occasional travel

Physical Requirements

Lifting/Carrying:

Occasionally carrying items weighing under 10 lbs. Rarely carrying items weighing between 11-20 lbs.

Twisting/Turning:

Occasionally reaching over shoulder Overhead and reaching outward Occasionally bending Frequently walking normal surfaces Constant sitting

Other:

Constant use of keyboard, fine dexterity, grasping, holding Constant repetitive motion - hands

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job.

However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

Duties, responsibilities, and activities may change at any time with or without notice.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.