Accounts Receivable Analyst

Corporate Partners Jobs Sacramento, California


Position at SBM Management

Compiles, classifies records, verifies, and maintains data and payments to accounts receivable records by performing the following duties.


  • 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
  • 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
  • Effectively 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
  • Provide weekly detailed report to Management outlining all delinquent accounts and activity
  • Reconcile customer invoices and payments as needed
  • Assists with ad hoc projects as required
  • Maintain records and reports
  • Contact sites for missing POs
  • Update/maintain customer portals
  • Other duties as assigned
  • 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 (preferred but not required) or equivalent combination of education and experience.
  • Experience with Accounting software, spreadsheets preferred
  • Experience with NetSuite preferred
  • Ability to calculate figures with discounts, interest, commissions and percentages.