Drive efficiency, reduce delinquency, and contribute to the development of innovative solutions that support departmental growth.
Perform routine account reconciliations to verify accuracy and resolve inconsistencies, with a focus on strengthening data integrity.
Partner closely with Sales, Customer Service, Billing, and other internal teams to resolve customer issues and streamline processes.
Support organizational objectives by fostering strong, collaborative working relationships.
Proactively manage an assigned portfolio, using data insights to identify risks and opportunities.
Identify, recommend, and implement enhancements including digital solutions to AR and collections processes.
Ensure documentation supports audit requirements and ongoing process optimization.
Maintain accurate, detailed records of collection activities, communications, and account adjustments within financial systems.
Investigate and resolve billing discrepancies, disputes, and payment inquiries promptly to ensure customer satisfaction.
Analyze aging reports, collection forecasts, and AR metrics to identify trends and root causes of delinquency to suggest solutions using state of the art tools (e.g. Power BI, Qlik).
Requirements
salesforce
sage intacct
sap
excel
power bi
bachelor's
Demonstrated interest in career growth, leadership development, and continuous learning.
Self-starter with a proactive customer-focused approach to problem-solving, troubleshooting and operational improvement.
Systems Knowledge: Familiarity with Salesforce, Sage Intacct, and SAP.
Microsoft Excel: Advanced proficiency (pivot tables, VLOOKUPs, complex formulas).
Power BI: Experience developing dynamic dashboards and financial reporting tools.
Present clear, actionable insights that support decision-making and process improvement initiatives.
Bachelor’s degree in Finance, Accounting, Business Administration, or related field (or equivalent experience).
Ability to work independently and collaboratively as an integral team member.
Benefits
Information not given or found
Training + Development
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Interview process
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Visa Sponsorship
no employer sponsorship required; candidates must already be authorized to work in the us.
Security clearance
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Company
Overview
Founded with a mission to transform asset and facilities management using innovative software solutions.
Leverages cloud-based technology to help organizations manage their physical assets more efficiently.
Software suite includes tools for managing maintenance, capital planning, and energy consumption.
Typically works with public and private sector clients, including schools, municipalities, and large enterprises.
Has helped organizations cut operational costs while improving the lifespan and performance of critical assets.
Specializes in creating systems that integrate with existing infrastructure for seamless asset management.
Offers solutions that support data-driven decision-making, empowering organizations to optimize operations and resources.
Culture + Values
Collaboration: We are stronger together.
Innovation: We thrive on creativity and embrace change.
Customer First: We exist to serve our customers.
Integrity: We do the right thing, even when no one is watching.
Accountability: We take ownership of our work and results.
Respect: We treat people with dignity and value diverse perspectives.
Environment + Sustainability
Net Zero by 2050
Carbon Emission Commitment
Committed to achieving net zero carbon emissions by the year 2050.
Focus on reducing environmental impact through sustainable product offerings.
Works to drive environmental sustainability through data-driven solutions that help organizations manage resources more efficiently.
Inclusion & Diversity
Has a dedicated focus on creating a diverse and inclusive work environment.
Strives for gender equity with an increasing number of women in leadership roles.
Committed to diverse talent recruitment and fostering inclusive company culture.