Accounts Receivable Analyst

$41,392 - $60,715/Yr

KeHE Distributors - Naperville Park District, IL

posted 4 months ago

Full-time - Entry Level
Naperville Park District, IL
Merchant Wholesalers, Nondurable Goods

About the position

KeHE is a natural, organic, specialty, and fresh food distributor that prides itself on fostering a people-first culture. The Accounts Receivable Analyst plays a crucial role in maintaining financial stability and ensuring efficient accounts receivable processes within the organization. This position involves monitoring the aging of customer receivables and proactively resolving open balances in a timely manner. The ideal candidate will be enthusiastic about working in an environment committed to good living, good food, and good service. As part of the team, the Accounts Receivable Analyst will be expected to align their actions with KeHE's Mission, Vision, and Values, contributing to a collaborative and supportive workplace. In this role, the Accounts Receivable Analyst will manage a portfolio of accounts, which includes developing resolution processes, making account adjustments, and conducting credit risk analysis. The analyst will work directly with customers to address delinquent payments, investigate discrepancies, and provide recommendations for resolution. This position also requires effective communication with both internal and external customers, ensuring that sensitive issues are handled professionally and efficiently. The analyst will prepare and lead monthly conference calls with Sales Management regarding customer account statuses and will be responsible for preparing monthly financial reports. Additionally, the role involves accomplishing monthly team productivity goals and participating in special projects as needed.

Responsibilities

  • Monitor and maintain a portfolio of accounts, including resolution process development, account adjustments, and credit risk analysis.
  • Establish or maintain account reconciliations using an analytical approach and present effectively.
  • Work directly with customers regarding delinquent payments, investigate discrepancies, and make recommendations for resolution.
  • Provide professional service regarding sensitive issues, effectively answering questions and resolving both internal and external customer concerns.
  • Make recommendations and escalate issues with customer accounts to Accounting and Sales Management with timely follow-ups.
  • Prepare and lead monthly conference calls with Sales Management regarding customer account statuses.
  • Prepare monthly financial reports.
  • Accomplish monthly team productivity goals and currency objectives.
  • Be involved with or lead special projects as time or capabilities allow.
  • Other duties and projects as assigned.

Requirements

  • Bachelor's degree in finance, accounting, or other business-related fields.
  • At least 2 years of experience in accounts receivable/accounts payable required.
  • Intermediate to Advanced Microsoft Excel skills required, including VLOOKUPs, formulas, sorting, filtering, conditional formatting, and pivot tables.
  • Ability to coordinate and prioritize a high volume of work and meet pressing time requirements.
  • Requires broad conceptual judgment, initiative, and ability to deal with complex A/R aging.
  • Must perform all functions in a self-driven manner with a positive and customer service focused attitude.
  • Ability to interact with a diverse group of individuals and contribute to a collaborative work environment.
  • Ability to communicate effectively both verbally and in writing.

Nice-to-haves

  • Knowledge of 3rd party invoice portal systems preferred.
  • Experience with Customer Service, transportation systems, proof of delivery, shortages, damages, and deduction resolution a plus.

Benefits

  • Health/Rx
  • Dental
  • Vision
  • Flexible and health spending accounts (FSA/HSA)
  • Supplemental life insurance
  • 401(k)
  • Paid time off
  • Paid sick time
  • Short term & long term disability coverage (STD/LTD)
  • Employee stock ownership (ESOP)
  • Holiday pay for company designated holidays
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