Posted:1 month ago|
Platform:
Work from Office
Full Time
The Billing and Collections Analyst is responsible for managing a portfolio of customer credit accounts in various capacities within the Financial Operations Team which include: billing, providing exceptional customer service, troubleshooting/resolving past due balances and coordination with other Workday functional teams to assist in resolving issues. The ideal candidate is a highly motivated self-starter, goal driven, an excellent communicator, and enjoys collaborating with people with a diverse set of talents, in a dynamic fast-paced environment. Job Responsibilities include but are not limited to: The preparation of customer invoices and invoice adjustments Investigate and resolve billing queries Create and maintain customer records Review customer contracts Assist with month-end responsibilities Perform tax related tasks (including sales tax end user schedules) Maintain a portfolio of customer accounts which includes: weekly/monthly invoice inquiries to troubleshoot/resolve past due balances, responding to customer inquiries, distribution of customer statements, resolution of purchase order issues and performance of customer account reconciliations as needed Interpret customer contract terms and billing schedules Analyze past due accounts, determine the reason for non-payment and recommend the best course of action to resolve the past due balances Assist in reconciling transactions and balances to maintain accurate accounts Assist in the monthly calculation of the bad debt reserve Maintain accounts receivable customer files and records Investigate and resolve customer queries Special projects as assigned About You Basic Qualifications 3+ years of experience in Financial Operations, Accounts Receivable, Billing, Collections, or relevant customer facing experience Strong analytical and problem-solving skills Other Qualifications Accounting or business degree preferred A genuine passion for customer service Excellent follow-up skills and interest in seeing issues through to resolution Organized, detail oriented and accurate Ability to react quickly to change and implement new processes Professional demeanor Demonstrated ability to interface with all levels of management Solutions oriented Excellent oral, written and interpersonal communication skills Proficient in Microsoft Office Suite applications including Outlook, Excel, PowerPoint Continually evaluates processes and seeks to improve operational efficiencies
Workday Inc
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