Donnelley financial solutions (dfin) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globeWe’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecyclesAs markets fluctuate, regulations evolve and technology advances, we’re thereAnd through it all, we deliver confidence with the right solutions in moments that matterSummary: the accounts receivable analyst is responsible for collections of outstanding accounts receivable dollars from the existing client base and all other aspects of collections, resolving customer billing problems, driving on-time payment and reducing any accounts receivable delinquencyThe ar analyst will be responsible for maintaining their given portfolio of customers and reducing the aging by maximizing cash collectionSpecific responsibilities include: identifying, resolving, and collecting past due invoices, reconciling accounts as needed, and providing excellent internal and external customer serviceThis position will report to the accounts receivable supervisor.
Responsibilities:
Complete daily activities as prioritized by the collection strategy manual
Contact customers on priority and delinquent accounts for resolution and payment and record all activities in provided toolMake outbound collection calls in a professional manner while keeping and improving customer relations
Initiate proactive contact (telephone and email) with targeted accounts to remove potential barriers to on-time payment
Understand customer profiles and their related sensitivitiesDevelop strong working knowledge of customer base and company organizational structure
Communicate account delinquency information to respective sales personnel as outlined by the standard collections and escalation process
Resolve unidentified payments that have been assigned to account with the support of the cash application team
Resolve within the prescribed time frame all accounts receivable related disputes assigned to accounts
Issue requests for refunds of cash on account or credit memos as needed
Review dispute documentation provided by cash application or customer, and assign dispute to appropriate internal owner(s)
Contact customers regarding unidentified disputes, determine the reason, secure additional documentation as needed and assign to proper owner(s)
Work with internal departments (pricing, customer service, billing, sales) to research issues, and provide support in obtaining additional information
Identify repetitive issues and communicate to accounts receivable supervisor to facilitate root cause analysis and eradication
Escalate problematic accounts to accounts receivable supervisor with clear explanation of issues and request for assistance
Use current erp system (sap s/4 hana) to research status of accounts, payments, and to generate ad-hoc reports
Support training and process improvement effort
Achieve past due percentage, dso, and any other collection-related goals
Basic qualifications: the qualifications below are representative of the knowledge, skills, and/or abilities requiredReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s degree in accounting/finance or equivalent work experience strongly preferred
4+ years of successful experience in b2b collections or customer service
Preferred skills:
Proficient in using sap s/4 hana preferred
Proficient in using microsoft office suite
Excellent customer communication skills with high proficiency in speaking, writing and typing
High level ability to influence and negotiate
Excellent problem solving, and customer service skills
Excel data skills
Functional knowledge of the accounts receivable and collections processes
Highly organized with strong follow-up, documentation, and multitasking skills
Results driven with a dynamic personality
Ability to handle stressful situations and meet strict deadlines
Adaptable to new ideas and ways of accomplishing tasks
Ability to work in a team environment
It is the policy of donnelley financial solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran`s status, actual or perceived sexual orientation, genetic information or any other protected statusIf you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disabilityYou can request a reasonable accommodation by sending an email to accommodationrequest@dfinsolutions.com#bi-remote
