COLLECTIONS ANALYST JOB DESCRIPTION

A Collections Analyst who misses early payment-delay signals can let a B2B portfolio drift past the average collection period before anyone intervenes. That delay costs the organization cash flow, strains sales relationships, and sometimes ends in write-offs that could have been avoided. The Collections Analyst owns the accounts receivable follow-up function - monitoring aging reports, contacting accounts payable contacts at customer organizations, and escalating delinquencies within a defined scope of authority. This role sits inside the AR or Finance function and answers directly to a collections manager or AR Operations lead.

As the Collections Analyst, you manage a portfolio of commercial customer accounts, driving on-time payment through proactive outreach, dispute resolution, and order-to-cash process improvement. The position operates within the AR or Finance department, partnering daily with Sales, Customer Service, and cross-functional teams to resolve the root causes of delinquency before they affect cash collection targets.

Career Impact: Sustained B2B collections experience - including managing multi-currency accounts and EDI-based transactions - builds negotiation and credit-risk competencies that are transferable across manufacturing, technology, and industrial sectors.

Business Impact: When past due balances in a commercial portfolio go unresolved, DSO climbs and month-end close becomes unreliable; the Collections Analyst is the person who prevents that outcome for the AR team and the broader finance organization.

Growth Opportunity: Strong performers typically move into Senior Collections Analyst, Credit Analyst, or AR Operations Supervisor roles, gaining broader portfolio ownership and exposure to credit limit authority and cross-functional project leadership.

• Monitor AR aging reports daily and prioritize outbound contact to commercial accounts payable contacts regarding past due invoices.
• Negotiate payment resolution with customers and sales staff, including down payments and settlement options within assigned authority.
• Research and resolve billing disputes by reviewing documentation and coordinating with Sales, Customer Service, and Finance to close open items.
• Audit delinquent accounts flagged as uncollectible and document collection efforts before recommending bad-debt write-off.
• Reconcile customer accounts routinely to ensure payments, credits, and invoices align and escalate unresolved variances to the collections manager.
• Identify payment-delay patterns and develop account-level action plans to prevent recurrence and protect receivable health.
• Partner with cross-functional teams on order-to-cash improvement projects and communicate process change recommendations to AR leadership.
• Maintain accurate collection notes and activity records to support reporting, audit documentation, and management reviews.

• Bachelor's degree in Finance, Accounting, Business, or a related field, or equivalent work experience.
• 2 or more years of business-to-business collections experience, with demonstrated ability to manage a commercial account portfolio.
• Proficiency in spreadsheet analysis including pivot tables and lookup functions to evaluate aging data and payment history.
• Strong written and verbal communication skills, with ability to negotiate professionally with customers and internal stakeholders at all levels.
• Solid understanding of accounts receivable principles, credit risk assessment, and commercial collection policies.
• Ability to prioritize and manage a high-volume workload under deadline pressure while maintaining accuracy and compliance with company policies.
• Demonstrated initiative in identifying and implementing process improvements within a collections or AR environment.

• Experience with enterprise AR or ERP platforms in a large-scale commercial collections function.
• Familiarity with international transactions including multi-currency processing, EDI-based billing, and cross-border compliance considerations.
• Exposure to collections performance reporting, including DSO tracking, cash forecasting, or KPI dashboard management.
• Prior involvement in collections process documentation, SOP development, or training of junior collections staff.

• Days Sales Outstanding (DSO) for the managed portfolio, reflecting how efficiently open invoices are collected.
• Percentage of aged accounts resolved within the target collection period, measured against department SLA thresholds.
• Volume of disputes closed per period, indicating throughput and resolution speed across the assigned account base.
• Write-off rate on delinquent accounts, reflecting the effectiveness of early intervention and escalation decisions.
• Outbound contact activity rate per week, tracking proactive engagement against the prioritized aging queue.
• Typical tools: AR and ERP platforms (commonly SAP or Oracle); spreadsheet and reporting software (commonly Excel with pivot tables and VLOOKUP)

• Base Salary Range: $50,000 to $72,000 per year, depending on experience and portfolio complexity
• Bonus: Annual performance bonus of 5 to 10 percent, tied to DSO and cash collection targets
• Equity: Not typically offered at this level in commercial collections roles
• Health Benefits: Medical, dental, and vision coverage, with employer contribution toward premiums
• PTO: 15 to 20 days per year, plus standard federal holidays
• Common Perks: Hybrid work flexibility, professional development reimbursement, and 401(k) with employer match

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including employment and credit history verification, are a standard condition of employment for this role given its access to financial data and customer account information. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, veteran status, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process. Candidates must be authorized to work in the United States.

The Collections Analyst owns the end-to-end CRM and marketing automation function, executing email campaigns, landing pages, and SEO-aligned content within a collaborative marketing environment. Reporting to the VP of Marketing and working across marketing, sales, and IT, this role shapes campaign effectiveness and protects email compliance across all prospect and customer nurture programs.

Key Responsibilities

• Manage the CRM system and execute marketing automation campaigns including email and landing pages with emphasis on customer and prospect nurture programs.
• Create campaigns and tracking in HubSpot and set up landing pages with HTML email templates.
• Develop marketing content aligned with SEO strategy in collaboration with outside marketing agency.
• Concept, coordinate and write blog posts, case studies and other marketing materials.
• Manage email list, deliverability and CAN-SPAM and CASL compliance for all email campaigns.
• Maintain master customer database by updating data, importing leads and routing to sales managers.
• Collaborate across marketing, sales and IT departments to support campaign execution.
• Assist VP of Marketing with evaluation of marketing program effectiveness.

Required Qualifications

• Bachelor's degree in marketing, communications or journalism.
• 5 years of experience in a marketing department or agency environment.
• Previous experience with CRM systems and marketing automation programs especially HubSpot.
• Strong knowledge of marketing and design concepts and processes.
• Proficiency in Microsoft Office including Word, Excel, PowerPoint and Outlook.
• Basic knowledge of design software including Acrobat, Photoshop, InDesign and Illustrator.
• Excellent written, oral and presentation communication skills.
• Strong interpersonal skills with ability to interact with senior sales management and sales teams.
• Ability to think analytically, creatively and strategically.

Embedded within a financial services team, the Collections Analyst manages inbound and outbound borrower communications, guides students through onboarding and repayment, and resolves account issues through negotiation and problem-solving. Working closely with engineering and operations, this role strengthens the loan process by generating contact with delinquent borrowers and contributing ideas for service enhancements.

Core Functions

• Initiate outbound phone calls and email correspondence while managing all inbound borrower inquiries daily.
• Build relationships with students through onboarding and repayment process and address payment queries.
• Integrate problem-solving and negotiation skills to resolve customer and account-related issues.
• Explain product features to borrowers including loan terminology and payment logistics.
• Utilize creative resources to generate contact with delinquent borrowers.
• Collaborate with engineering and operations teams and communicate ideas for enhancements to loan process.

Qualifications and Experience

• Undergraduate degree or higher preferred.
• 5 years of customer-centric experience in a high-touch, fast-paced financial services environment.
• Prior experience within financial services and/or higher education industries preferred.
• Outstanding written and verbal communication skills via phone, email and chat.
• Proven ability to apply critical thinking to complicated problems for timely and effective resolution.
• Background in investigative research preferred.
• Tech-savvy and data-driven with passion for customer experience and empathy for others.
• Fluency in foreign languages or international experience is a plus.

Reporting to management within an Enterprise Legal Management Solutions group, the Collections Analyst shapes the recovery of delinquent accounts by reviewing aging reports, contacting customers, and recommending settlement options for approval. Partnering with cross-functional teams, this role advances collection performance metrics and supports timely resolution of unpaid customer accounts across legal and law firm environments.

Primary Duties

• Follow established guidelines to recover delinquent accounts and expedite resolution of unpaid customer accounts.
• Review aging reports to identify invoices approaching average collection periods.
• Contact customers verbally and in writing regarding delinquent accounts per collection policies.
• Monitor percentages of aged accounts and establish levels of priority on delinquent accounts.
• Support cross-functional projects and teams and provide accurate reporting of performance metrics.
• Recommend settlement options to management for approval.

Skills and Qualifications

• Bachelor's degree from an accredited college or university or equivalent work experience.
• Minimum 5 years of collections experience preferably in the legal and law firm environment.
• Proficient in Microsoft Office Suite including Word, Excel and Outlook.
• Experience with ELM Solutions' Tymetrix T360 and Passport Platform preferred.
• Ability to take initiative, prioritize and problem-solve with strong verbal and written communication skills.
• Ability to work effectively under deadlines.

Sitting at the intersection of collections operations and cross-functional problem resolution, the Collections Analyst initiates collection activities, maintains ERP system records, and researches payment history to maximize account recovery for a Chicago-based technology company. Operating across internal departments including finance and operations, this role delivers accurate workload prioritization and professionally represents the company throughout all collection engagements.

Duties

• Initiate collection activities including telephone calls, emails and other communications to proactively address account delinquencies.
• Maintain, update, monitor and review collection notes in ERP system.
• Research aging and payment history for resolution and payment.
• Work with internal departments to resolve problems preventing payment.
• Complete W-9 and vendor information requests and prioritize workload to maximize collection results.
• Perform other specific duties and projects as assigned while professionally representing the company at all times.

Experience and Qualifications

• BA or AA degree preferred.
• 2 years of collections experience preferred with business-to-business collections highly preferred.
• Intermediate Microsoft Excel skills including ability to create pivot tables and VLOOKUPs required.
• Exceptional communication skills and ability to understand and explain complex billing structures.
• Must be reliable, punctual and able to adhere to all company policies and work rules.

A key member of the accounts receivable team, the Collections Analyst reviews open accounts, makes escalation recommendations, and audits delinquent accounts across a high-volume portfolio of 300 or more customer accounts. Collaborating across sales and AR functions, this role delivers sound financial judgment and enables the organization to maintain healthy receivables while protecting credit integrity.

Accountabilities

• Review customers' open accounts and reports to determine status of collection and outstanding balance.
• Make recommendations on next steps such as collection calls, escalation or sales staff intervention to ensure timely payments.
• Research and resolve disputes by reviewing documentation to determine the next course of action.
• Audit delinquent accounts considered uncollectible and ensure maximum efforts have been taken before assigning bad credit status.
• Assist and resolve customer questions and concerns across a high-volume portfolio of 300 or more accounts.

Technical Qualifications

• Bachelor's degree required.
• 5 or more years of business-to-business collections experience.
• Exceptional written and verbal communication skills.
• Strong time management, organizational skills and high level of attention to detail.
• Knowledge of basic financial principles and procedures.
• High degree of integrity including ability to handle sensitive or confidential information.
• Ability to work independently in a high-volume environment and amenable to mid-shift schedule from 3PM to 12AM local time.

Sustained collection performance on complex and strategic accounts depends on the Collections Analyst, who monitors receivables, leads cross-functional meetings, and negotiates resolutions including EDI-based and international multi-currency transactions. Based within a large AR function at Hubbell, this role serves as subject matter expert for IT and AR leadership while guiding team resources to meet objectives.

Activities

• Monitor complex and strategic accounts to assess receivables condition and prioritize collection efforts to achieve objectives.
• Perform analysis to identify trends, root causes of ongoing issues and outline solution plans for Hubbell and customers.
• Generate solution plans that guide own efforts and coordinate resources within the AR function to deliver results.
• Initiate, organize and lead cross-functional meetings to solve problems, improve processes or deliver training.
• Negotiate within assigned scope of authority to resolve problems with favorable outcomes for Hubbell and the customer.
• Handle accounts with complex support needs including EDI-based transactions, international multi-currency accounts and outsourced collections.
• Respond to customer inquiries regarding billing discrepancies or payment disputes and act as subject matter expert for IT and AR leadership.
• Assist supervisor or manager in directing team resources to meet objectives and may perform basic project management tasks.

Position Requirements

• 4-year degree in accounting or a business-related field preferred.
• 5 or more years in a large accounts receivable function with at least 2-4 years of commercial credit and collections experience.
• Intermediate proficiency in MS Office including Word, Excel, PowerPoint and Outlook.
• Advanced understanding of collection processes, financial principles and channel partners.
• Experience in international transactions including compliance, tax and multi-currency preferred.
• Experience working with IT in support of AR including requirements gathering and testing preferred.
• Familiarity with enterprise accounting or CRM systems such as SAP or Oracle.
• Familiarity with EDI, web-based procurement portals such as Ariba and ACH and CTX transaction methods.
• Strong written and verbal communication, negotiation and conflict resolution skills.

As the Collections Analyst, this role ensures multi-currency payments are processed within service-level timeframes, validates cash activity against ledger entries, and manages daily AR aging and account reconciliations for a commercial collections function. The finance team relies on this work to maintain accurate reporting, resolve delinquency issues in partnership with Sales and Customer Service, and keep bank deposits reconciled on a daily basis.

Operational Focus

• Ensure payments across multiple currencies are processed within established service-level timeframes.
• Validate cash activities are in balance with entries posted in the ledger and prepare and reconcile daily cash and bank deposits.
• Review AR aging daily and provide past due updates to management through regular and ad-hoc reporting.
• Make daily contacts to customer accounts payable departments regarding past due or dispute-related items.
• Perform account reconciliations with thorough explanations and communicate with Sales and Customer Service to resolve delinquency issues.
• Identify and resolve open items requiring additional research and analysis.

Background and Experience

• Associate's degree in Business, Accounting or Finance preferred or equivalent work experience in commercial collections.
• 2 or more years in accounts receivable management with strong background in B2B AR reconciliation preferred.
• 1 or more years of experience with SAP and S4 Hana preferred.
• Proficient in MS Excel, Word and Outlook.
• Superior communication and interpersonal skills with ability to resolve sensitive or complex client issues.
• Positive and proactive attitude with strong organizational skills and ability to prioritize and multitask.

Collections Analyst builds and sustains customer relationships across a B2B credit and collections portfolio, identifying invoice issues early, detecting payment delay patterns, and leading cross-functional projects focused on order-to-cash improvement. The work directly supports value creation by serving as the primary escalation point for internal teams and acting as liaison with the collection supervisor to coordinate resources and implement process improvements.

Key Deliverables

• Provide timely and effective collection efforts to ensure customers fulfill their financial obligations.
• Identify invoice issues early in the collection process to maximize collection effectiveness.
• Detect payment delay patterns and take action to prevent reoccurrence.
• Develop and maintain relationships with customers and sales organization including facilitating stakeholder meetings.
• Act as main point of contact for internal escalations and monitor the invoicing process to correct discrepancies.
• Identify, size, prioritize and communicate opportunities to improve the order-to-cash process.
• Work with cross-functional teams on projects with focus on value creation and act as liaison with collection supervisor.

Education and Experience

• Bachelor's degree in business, finance or accounting or high school diploma with 5 or more years of B2B credit and collections experience.
• Experience in business-to-business credit and collections required.
• Ability to analyze large data sets and utilize Excel tools including pivot tables, VLOOKUP and if-then logic.
• Experience with SAP and GetPaid preferred.
• Experience with project management.
• Action-oriented with excellent time management and ability to manage multiple priorities.
• Strong verbal and written communication skills with analytical and problem-solving approach to work.

The Collections Analyst produces accurate management and financial reports, manages a strategic customer portfolio through collection calls and correspondence, and drives process improvement as a subject matter expert for collection associates. Reporting within a fast-paced collections department and partnering with Customer Success and internal stakeholders, this role advances customer satisfaction and delivers data-driven analysis to evaluate business processes.

Role Responsibilities

• Manage a strategic portfolio of customers related to open invoices and collection efforts.
• Make customer-facing collection calls and respond to customer correspondence in a fast-paced collections department.
• Research, resolve and respond to issues and inquiries from customers and project-manage internal issues to resolution.
• Update and track management and financial reports on a recurring basis and conduct data analysis to evaluate business processes.
• Identify and implement process improvement opportunities and act as subject matter expert for collection associates.
• Achieve and maintain high customer satisfaction through regular partnership with Customer Success and internal stakeholders.

Professional Experience

• Bachelor's degree or equivalent work experience.
• 1-3 years of prior experience in a business or data analyst role.
• Advanced MS Excel and PowerPoint skills.
• Experience with Salesforce and/or NetSuite or equivalent ERP and CRM platforms preferred.
• Excellent customer service and conflict resolution abilities with strong oral and written communication skills.
• Ability to independently research and resolve complex problems and manage multiple projects simultaneously.

Embedded within a credit and collections analytics team, the Collections Analyst develops customer risk strategies using machine learning techniques, performs hypothesis development and test-versus-control analysis, and communicates performance trends to senior management and external regulators. Working closely with stakeholders across the business, this role refines collection strategies and segmentation models to mitigate risk and maximize returns across consumer lending portfolios.

What You'll Do

• Support, manage and monitor daily production reports for collections and navigate complex data environments for analysis.
• Identify new strategies and efficiencies in collections to mitigate risk and maximize returns.
• Perform hypothesis development, analysis, test design and test-versus-control analysis with recommendations and implementation oversight.
• Develop, validate and review reports for management and partner with stakeholders to implement and assess strategy changes.
• Use machine learning techniques to develop customer risk strategies and segmentation and apply forecasting for volume allocation.
• Communicate policy changes, test recommendations and performance trends with senior management and external regulators.

Minimum Qualifications

• Bachelor's degree in Mathematics, Finance, Statistics, Economics or Data Science with 3 years of risk management experience.
• Master's degree is a plus.
• Understanding of risk management and predictive modeling.
• Experience in machine learning techniques and time series forecasting.
• Experience in credit card financing or consumer lending business preferred.
• Proficient in SAS and SQL or other analytic tools, Tableau, Excel and PowerPoint.
• Strong analytical, conceptual and quantitative problem-solving skills with excellent written and verbal communication.

Reporting to management within a credit and collections function, the Collections Analyst oversees medium-value customer accounts, determines credit limit recommendations from financial statements, and negotiates payment resolution on delinquent accounts. Partnering with internal teams at all levels, this role develops actionable account strategies that protect the organization's receivables position and enable sound credit decision-making.

Day-to-Day Responsibilities

• Use financial statements to independently determine customer financial condition and decide credit limit recommendations.
• Manage medium-value customer accounts independently and resolve credit issues and present recommendations to management.
• Negotiate down payments with customers and sales staff to allow purchases above credit limits.
• Analyze and research customer receivables delinquency and determine appropriate communication methods to facilitate payment.
• Resolve disputes related to customer payment on delinquent accounts and negotiate payment resolution.
• Recognize non-payment trends and engage internal partners at all levels to resolve issues.
• Initiate dispute resolution processes with internal partners and analyze at-risk customers to recommend account strategies.

Knowledge Skills and Abilities

• First-level university degree in business or economics preferred with MBA preferred.
• 4-6 years of experience in credit or collections internally or in banking.
• Advanced understanding of collection processes, financial principles and channel partners.
• Strong understanding of customer internal payment processes and HP's dispute management process.
• Strong written and verbal communication, negotiation and conflict resolution skills.
• Developed accounting knowledge with solid problem-solving and prioritization skills.
• Basic project management, leadership and relationship-building skills.

Sitting at the intersection of billing operations and collections management, the Collections Analyst processes customer billings, applies payments, and builds the collections process to maintain healthy aged receivable balances within a high-growth SaaS environment. Operating across Customer Success, third-party agencies, and internal AR teams, this role advances system and process optimization while serving as the primary collections contact and maintaining documentation across AR policies and procedures.

Scope of Work

• Process sales orders in the billing system and review for data integrity and accuracy.
• Process customer billings including recurring, one-time and usage billings and verify accuracy and timeliness of invoices.
• Apply deposits including cash, credit card and electronic payments and manage billing inbox to address inquiries.
• Build and manage the collections process to maintain healthy aged receivable balances and send targeted payment reminders.
• Collaborate with Customer Success to identify reasons for non-payment and serve as primary point of contact with third-party collections agency.
• Maintain documentation around AR processes and policies and participate in system and process optimization projects.

Experience and Qualifications

• 2 or more years of experience in billing and collections.
• Experience with SaaS billing systems such as Zuora.
• Familiarity with Salesforce and subscription and overage usage billing practices.
• Strong knowledge of Excel and Google Sheets.
• Ability to prioritize and balance multiple tasks with strong organizational and time management skills.
• Eagerness to work in a dynamic, high-growth and fast-paced environment with experience recommending process improvements.

A key member of the enterprise collections team, the Collections Analyst deploys collection strategies for enterprise customer accounts, coordinates with Finance, Legal, Sales, and Sales Operations, and manages customer escalations to drive timely resolution. Collaborating with a collections manager and cross-functional stakeholders, this role delivers clear communication and process compliance that supports healthy receivables across a growing account portfolio.

Job Functions

• Work with manager to deploy effective collection strategies and workflows for timely resolution of a portfolio of enterprise customer accounts.
• Coordinate with Finance, Legal, Sales and Sales Operations to ensure credit and collection policies are implemented and adhered to.
• Facilitate communication and meetings related to customer complaints and escalations to drive timely account resolution.
• Promptly manage responses to customer inquiries regarding invoices and past due balances.
• Work closely with collections manager and team members to resolve account issues and handle escalated communication professionally.
• Gain increasing knowledge of collections tools to increase efficiency and number of accounts handled in portfolio.

Required Qualifications

• 2 or more years of enterprise collections experience with Finance and Accounting background.
• Experience with NetSuite, Salesforce and Microsoft Office Suite.
• Ability to handle multiple tasks under tight deadlines in a fast-paced environment.
• Demonstrates strong interpersonal, written and oral communication skills.
• Highly collaborative individual with ability to build consensus and foster trust at all levels.
• Supports audit processes and communicates with auditors on receivables and collections.

Accurate collection performance depends on the Collections Analyst, who develops functional dashboards and KPIs, leads cross-functional training, and produces forecasting analysis including DSO, cash collections, and past dues. Based within a credit and collections environment and working alongside the departmental Systems Analyst, this role advances the analytical foundation that translates strategy into actionable performance management across newly acquired and existing businesses.

Work Activities

• Develop and manage functional dashboards and KPIs for collections performance management.
• Manage and maintain performance data and analytics to support team and individual performance management.
• Lead functional and cross-functional training and development in conjunction with the departmental Systems Analyst.
• Perform forward-thinking productivity reporting, analysis and regular ad-hoc analysis as required.
• Assist in the analysis and onboarding of newly acquired businesses and drive process improvements and projects in the credit and collections environment.
• Assist in developing and analyzing the forecast and annual plan for collection KPIs including DSO, cash collections and past dues.

Skills and Qualifications

• Bachelor's degree in Finance, Accounting, Economics or Information Technology.
• Prior experience with financial modeling and forecasting.
• High degree of attention to detail with ability to use technology as an enabler.
• Strong verbal and written communication skills with professional demeanor.
• Works well in a collaborative team environment and able to translate strategy into actionable deliverables.

As the Collections Analyst, this role executes customer dunning activities, manages subledger adjustments and write-offs, and contributes to AR KPI reporting within a financial shared services environment. The AR team relies on this work to maintain SAP PC control compliance, resolve open disputes with internal stakeholders, and process refund approvals with appropriate management oversight.

Performance Expectations

• Proactively analyze AR falling due and delinquent account balances to ensure timely collection of third-party receivables.
• Execute customer dunning activities including outbound calls, emails and letters and resolve inbound billing inquiries.
• Coordinate customer account resolution with internal parties and execute agreed collection strategies.
• Maintain subledger, process adjustments and write-off balances and manage default accounts.
• Research and support resolution of open disputes and coordinate with internal stakeholders for timely close-out.
• Review refund issuance including obtaining approvals and confirmation and contribute to AR KPI reporting and analysis.
• Share audit documentation to support SAP PC control performance and manage escalations with appropriate management oversight.

Qualifications and Experience

• Degree in Finance, Economics or Accounting preferred.
• Experience in accounts receivable and/or broader order-to-cash function preferred.
• Experience in financial shared services preferred.
• SAP ERP experience preferred including FSCM Collections and Dispute Management.
• Proficiency in MS Excel, Word, PowerPoint and Teams.
• Strong interpersonal and communication skills with ability to engage diverse groups and work in cross-functional and multi-cultural teams.
• Demonstrated ability to work on own initiative in a high-performing team environment.
• Business English and local language fluency required for effective engagement with customers and colleagues.

Collections Analyst coordinates collection activities for Aerospace customer accounts, evaluates credit risk, and liaises with sales, marketing, and treasury to structure financing alternatives and resolve disputes. The work directly supports a smooth-functioning credit portfolio by establishing ongoing customer contact on past due invoices and maintaining compliance with established collection procedures across an internationally diverse account base.

Areas of Ownership

• Manage collections of accounts receivable balances from Aerospace customers and maintain a smooth-functioning credit portfolio.
• Ensure past due and collection metrics are achieved across assigned portfolio of accounts.
• Evaluate credit risk, make recommendations on credit limits and follow established collection procedures.
• Establish and maintain contact with customers regarding past due invoices, payment trends and disputed invoices.
• Work closely with site sales, marketing and treasury to structure financing alternatives and resolve disputes.
• Liaise with different business functions to resolve customer disputes, invoice copies and contract or purchase order issues.

Background and Experience

• Directly related experience in finance or accounting preferred.
• Good knowledge of accounting principles, credit and collection policies and credit risk.
• Experience with SAP and other AR systems highly desirable.
• Strong PC skills with very good Excel proficiency and experience with other Microsoft Office products.
• Strong problem-solving, interpersonal and financial analysis skills.
• Excellent oral, written and presentation skills with ability to deal tactfully and ethically with internal and external customers.
• Goal-oriented, motivated self-starter with excellent organizational skills and ability to handle multiple tasks.
• Fluency in English required with additional European language fluency an advantage.

The Collections Analyst creates a positive customer experience by receiving payments, resolving AR differences, and participating in process improvement projects across an assigned account portfolio. Reporting to AR Operations management and working with Sales and other employees, this role guides timely payment facilitation and builds customer relationship skills that support compliance with all company policies.

Core Responsibilities

• Work with customers in assigned portfolio to receive payments and resolve AR differences to the satisfaction of both the company and customers.
• Initiate contacts on assigned account base and exercise good business judgment in evaluating ability and intent to pay.
• Facilitate customer payments by providing necessary documentation and resolve account differences working with Sales and other employees.
• Participate in process improvement projects and provide reports on assigned portfolio to AR Operations management.
• Ensure compliance with all company policies and provide training as requested.

Professional Experience

• Bachelor's degree or equivalent combination of education and experience.
• 2 or more years of collections experience.
• Good customer relationship skills to handle a variety of customer interactions.
• Ability to work independently and excel in a fast-paced environment while meeting accuracy and deadline requirements.
• Demonstrated initiative with past participation in process improvement initiatives and business improvement projects.

Executing a global collections mandate, the Collections Analyst builds strategic customer relationships, escalates unresolved cases to Director and VP level, and leads business enhancement projects across countries and regions. Coordinating closely with Credit Analysts, Sales, and Account Management, this role elevates financial decision-making quality and ensures timely dispute resolution across the full quote-to-cash process.

Engineering Responsibilities

• Build strategic relationships with customers, understand their business models and identify challenges in the payment process.
• Send consolidated account statements to AP contacts and log disputes raised by customers for follow-up with internal and external stakeholders.
• Conduct critical calls with Order Management groups to review dispute status, negotiate and agree on resolution timelines.
• Communicate and partner closely with Credit Analysts, Sales and Account Management to make appropriate financial decisions.
• Escalate unresolved cases to Director and VP level and lead or participate in business enhancement projects across countries and regions.

Qualifications and Experience

• Bachelor's or master's degree in Finance, Administration, Business, Economics or similar field.
• 2-4 years of experience in collections, customer service or accounts payable and receivable.
• Advanced English language skills with knowledge of additional languages a plus.
• Understanding of collection strategies, financial concepts and the quote-to-cash process.
• Good communication, negotiation and conflict resolution skills with ability to build relationships across teams and cultures.

Sitting at the intersection of customer service and accounts receivable management, the Collections Analyst handles collection inquiries through email, phone, and third-party portals, prepares aging reports, and advises the Collections Manager on credit risk concerns. Operating across billing, sales, and finance teams, this role coordinates refunds and discrepancy resolution while achieving defined department goals and activity metrics.

Primary Duties

• Inquire with customers regarding payment through email, phone and third-party portals and provide exceptional customer service on collection matters.
• Review account discrepancies, answer queries and resolve short and over payments.
• Prepare and issue customer refunds and work within Excel documents to prepare comments for weekly aging reports.
• Document clear and concise notes within NAV for all collection activity completed.
• Advise Collections Manager of credit risk concerns and communicate with the sales department to resolve billing discrepancies.
• Achieve or exceed defined department goals and activity metrics.

Education and Experience

• Bachelor's degree in any business field preferred.
• 1-3 years of accounts receivable and collections experience preferred.
• Knowledge of finance, accounting and basic office administration procedures.
• Intermediate MS Excel skills and proficiency in MS Office required.
• Excellent attention to detail with ability to thrive in a fast-paced team environment and work independently.
• Excellent written and verbal communication skills with proactive, positive attitude and strong desire to learn and coach others.
• Fluency in English required.

A key member of a large global finance team or BPO firm, the Collections Analyst reviews aged balances, settles invoices against payment, and resolves open cases while meeting daily, weekly, and monthly targets through continuous process improvement. Collaborating with internal teams and external clients across borders, this role coordinates dispute resolution and customer inquiries with a focus on SAP S4 accounts receivable operations.

Accountabilities

• Review aged balances reporting and prioritize customer contact for outbound collection calls regarding rejected or unpaid invoices.
• Settle invoices against payment as received and review direct debit runs to address failed payments.
• Resolve open cases and research and respond to internal and customer inquiries including providing invoice copies and updating system notes.
• Support resolution of disputes by working with internal teams and customers to verify information.
• Achieve daily, weekly and monthly targets while continuously identifying and implementing process improvements.

Technical Qualifications

• Prior collections and customer contact experience required.
• Experience working with a large, global finance team or BPO firm is an advantage.
• Working knowledge of SAP S4 accounts receivable capabilities.
• Excellent Google Suite and MS Office skills.
• Highly motivated and detail-oriented with ability to take ownership and multitask.
• Proven success in collaborating with external clients and demonstrated ability to work effectively independently and as part of a team.
• Excellent communication skills with financial acumen.
• Fluency in French and English is essential.

As the Collections Analyst, this role ensures timely payment collection through direct debits and unit redemptions, maintains SOX controls compliance in close collaboration with audit teams, and builds relationships with global partners to support change initiatives. The collections and retrocession function relies on this work to deliver exceptional client service and drive operational improvements across internal and external client interactions.

Day-to-Day Responsibilities

• Ensure timely collection of payments through various processes including direct debits and unit redemptions.
• Negotiate with clients and client relationship managers in non-payment cases and ensure high-quality collection and retrocession procedures.
• Follow accounting principles and work closely with audit teams to ensure SOX controls compliance.
• Provide exceptional client service through quick and complete responses to internal and external client queries.
• Participate in change initiatives and suggest operational improvements and build and maintain relationships with global partners.

Requirements

• 3 or more years of professional experience.
• Microsoft Excel knowledge with excellent organization and time management skills.
• High level of attention to detail and accuracy with ability to manage multiple tasks under pressure.
• Ability to clearly and confidently communicate in verbal and written form with strong personal accountability.
• Forward thinker willing to challenge the status quo and follow market trends associated with the business.

Accurate and compliant accounts receivable operations depend on the Collections Analyst, who handles customer and billing escalations, reconciles accounts, resolves billing discrepancies, and coaches collections staff through SOP development and one-on-one training. Based within a transportation industry AR environment and working with Oracle and Highradius, this role guides long-term resolution of recurring past due trends and delivers supplemental coverage for large accounts during high-volume periods.

Core Functions

• Handle customer, sales, pricing, billing and other collections-related escalations and manage the AR portfolio by analyzing and resolving delinquency issues.
• Develop long-term solutions on accounts with recurring past due trends and resolve billing discrepancies and cash application errors.
• Reconcile accounts routinely to ensure credits and payments align with invoicing and partner with the Sales team to report on collection efforts.
• Create, update and communicate process SOPs and deliver supplemental training and one-on-one coaching to collections staff.
• Provide temporary assistance with large accounts during higher volume demands.

Qualifications and Experience

• Bachelor's degree or equivalent related work or military experience.
• 1 or more years of related work experience with 4 years of experience in AR billing, cash applications and commercial collections preferred.
• Experience with Oracle and Highradius.
• Experience with Microsoft Office.
• Ability to calculate figures and amounts such as discounts, interest, commissions and percentages.
• Experience in the transportation industry preferred.