AR Analyst

Corporate Partners Jobs Sacramento, California


Description

Position at SBM Management

SBM Management is searching for an AR Analyst to join our team! The Accounts Receivable Analyst will be responsible for compiling, classifying records, verifying, and maintaining data and payments to accounts receivable records by performing the following duties. 

Responsibilities 

  • Analyze project costs to ascertain allow-ability and billability, based on the contract and applicable regulations and statutes.
  • Resolve complex invoicing issues that arise due to unique billing requirements, project adjustments or system issues, including indirect and direct rate adjustments.
  • Contact customer regarding past due invoices.
  • Analyze accounting and financial records to provide clients with accurate billing information.
  • Research and understand sales and use tax laws in multiple states and apply that knowledge to customer billing
  • Extracts appropriate data from database for analysis against contract specifications.
  • Process all billing transactions accurately and efficiently to meet expected deadlines
  • Foster cohesive relationships with SBM Site employees and their Customers
  • Effectively interact with customers and employees to research and resolve disputes
  • Issue billing adjustments as needed
  • Audit invoices for completeness and accuracy, and ensure swift corrective action when appropriate
  • Successfully prioritize daily accounting operations to ensure customers’ needs are addressed promptly and with proper resolution
  • Analyze problem areas on customers’ accounts and determine escalation process.
  • Maintain a record of all contact and planned resolution for delinquent accounts
  • Deliver weekly detailed report to Management outlining all delinquent accounts and activity
  • Manage and assist with ad hoc projects as required
  • Maintain records and reports
  • Contact sites for missing POs
  • Manage, update and maintain customer portals
  • Other duties as assigned

Qualifications:  

  • Bachelor’s degree in Business Management, Finance, or Accounting, or a related field from a two-year college or university with 2 - 4 years of experience; or equivalent combination of education and experience.
  • May be required to have a valid driver’s license.
  • Experience with Accounting software, spreadsheets preferred
  • Experience with NetSuite preferred
  • Ability to calculate figures with discounts, interest, commissions and percentages.

Compensation: $28.00 - $29.50 per hour 

Shift: Full time, onsite

SBM Management Services, LP and its affiliates are proud to be equal opportunity workplaces. We are committed to equal employment opportunity regardless of race, sex, color, ancestry, religion, national origin, sexual orientation, citizenship, age, marital status, disability, gender identity, Veteran status, or other legally protected status.  

 

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