Accounts Receivable Analyst

Closetmaid - Orlando, FL

Full-time - Mid Level

Remote - Orlando, FL

Miscellaneous Manufacturing

About the position

The Accounts Receivable Analyst at ClosetMaid LLC plays a crucial role in the Finance department, providing essential financial information and data analysis to ensure the organization maintains a healthy financial trajectory. This position involves full account management, offering pre- and post-sales support to customers, and ensuring they have accurate information regarding their account's financial status. The analyst will collaborate closely with various departments to assist customers with their account status, particularly in relation to credit positions within the organization, including estimated collection dates and statistical data supporting accounts receivable activities. In this role, the analyst will manage an assigned accounts receivable portfolio, which includes resolving deductions and sending collection reminders through various channels such as emails, letters, and phone calls. The position requires maintaining accurate and updated customer information in the system, timely follow-ups on collection calls, and resolving payment and credit memo issues. The analyst must prioritize daily tasks based on deadlines and collaborate with different departments regarding credits due to the organization or accounts needing escalation. Additionally, the analyst will process credit memos according to company policy and prepare all necessary documentation to meet customer requirements, while monitoring account activity to keep customers informed of their financial positions with the company. The position is hybrid, with a daily schedule from 8 AM to 5 PM, working from home on Mondays and Fridays, and in-office from Tuesday to Thursday at the headquarters in Lake Nona, Orlando, FL. The role requires a strong work ethic, interpersonal skills, and the ability to perform quantitative analysis and problem-solving, along with generating summary reports. Strong English communication skills, both oral and written, are essential, as is the ability to interpret various instructions and follow written procedures effectively.

Responsibilities

• Manage accounts receivable portfolio including deduction resolution and collection reminders.
• Maintain accurate and updated customer information in the system.
• Timely follow up on collection calls, customer communication, and payment resolution.
• Collaborate with various departments on matters related to credits and account escalations.
• Process credit memos according to company policy based on customer information.
• Prepare documentation needed to satisfy customer requirements.
• Monitor account activity to ensure customers are aware of their financial position.
• Assist in customer inquiries through different communication channels.
• Work with the team to ensure operational metrics are achieved.

Requirements

• Minimum three years of relevant accounts receivable experience.
• Minimum one year of accounts receivable analytics experience.
• Intermediate skills in Microsoft Excel (lookups, pivot tables, forecasting functions, macros).
• Computer proficiency with Get Paid, Oracle, AS400 is a plus; ERP system experience, Infor ERP preferred.
• Strong interpersonal skills and a solid work ethic with a sense of urgency and ownership of projects.
• Ability to perform quantitative analysis and generate summary reports.
• Strong English communication skills (oral & written).
• Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
• Ability to interpret a variety of instructions in written, oral, diagram, or schedule form.

Nice-to-haves

• Experience with Oracle ERP systems.
• Familiarity with AS400 and Get Paid software.

Benefits

• Stock options
• Health insurance
• Dental insurance
• 401(k)
• Employee assistance program
• Vision insurance
• Life insurance