Accounts Analyst

Position Summary:

The Accounts Analyst is responsible for application of receipts to customer accounts, support the collections of customer accounts, analysis of customer account activity, answer inquiries from customers and required reporting functions.

Responsibilities:

• Accurately apply customer payments to customer invoices

• Maintain customer receivable accounts within company guidelines

• Compile, analyze, reconcile and report on customer activity

• Respond to and resolve customer inquiries or disputes

• Ensure receipt of payments within agreed upon timeline

• Maintain accurate records of customer accounts

• Monitor accounts for signs of potential default and escalate as necessary

• Contact customers via phone and email to collect outstanding receivable balances (as needed)

• Collaborate with internal departments such as finance, sales and services

• Manage files, records, transactions and other office procedures

• Assist with monthly, quarterly and year-end close cycles

Education & Experience:

• Bachelor's degree in Accounting, Finance or Business preferred

• 3-5 years of progressive accounts receivable or collections experience strongly desired

• Intermediate computer skills with in-depth knowledge of MS office and web-based systems; excellent word processing skills, Excel, and file management skills

• Experience in Salesforce desired

• Microsoft Office products and ERP System experience

• Strong communication skills

• Good understanding of collections regulations and procedures

• Highly organized and able to work independently to manage a large portfolio of accounts

DESIRED BEHAVIORS*

• Technically proficient – knows role and has a solid familiarity with tasks and responsibilities.

• A bias to action – a willingness to “jump right in” with an emphasis on producing results.

• Highly collaborative – an affinity for solving complex problems through dialog with team members.

• Curiosity – always seeking the “why’s” and “how’s” in the interest of continuous learning and the mastery of a craft.

• Innovation – the courage to challenge prevailing assumptions and suggest better ways of doing things to achieve business value.

• Comfortable with ambiguity – can begin to explore and solve complex problems even when the problem and solution are not always well defined.

• Display ethical character and competence - acts with integrity and intent, is accountable for own actions, behaves per the values. Act as a good citizen of Naviga

Disclaimer: This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Responsibilities, tasks, and duties of the jobholder might differ from those outlined in the job description and other duties, as assigned, might be required.