Accounts Receivable Analyst

$41,392 - $60,715/Yr

KeHE Distributors - Naperville, IL

posted 4 months ago

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

About the position

The Accounts Receivable Analyst at KeHE Distributors, LLC plays a crucial role in maintaining the financial stability of the organization by ensuring efficient accounts receivable processes. 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 a people-first culture and committed to good living, good food, and good service. The role requires a strong focus on customer service and the ability to handle sensitive issues professionally. In this position, the analyst will be responsible for managing 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. Additionally, the role involves preparing and leading monthly conference calls with Sales Management regarding customer account statuses and preparing monthly financial reports. The analyst will also be expected to accomplish monthly team productivity goals and participate in special projects as time allows. Overall, this position is integral to the financial health of KeHE Distributors, ensuring that accounts receivable processes are handled efficiently and effectively, while also fostering strong relationships with customers and internal teams.

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.
  • Broad conceptual judgment, initiative, and ability to deal with complex A/R aging.
  • Self-driven with a positive and customer service focused attitude.
  • Ability to interact with a diverse group of individuals and contribute to a collaborative work environment.
  • Effective verbal and written communication skills.
  • Knowledge of 3rd party invoice portal systems preferred.

Nice-to-haves

  • Experience with Customer Service, transportation systems, proof of delivery, shortages, damages and deduction resolution a plus.

Benefits

  • Health savings account
  • Disability insurance
  • Health insurance
  • Dental insurance
  • 401(k)
  • Flexible spending account
  • Paid time off
  • Vision insurance
  • Employee stock ownership plan
  • Life insurance
  • Paid sick time
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