CWR-Analyst, AR I

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Job description

Job Title : AR Analyst

Job Location : Charlotte , NC (Onsite)

Job Duration: 6 Months Contract (High Possibility of Extension)

SHIFT DETAILS: Monday - Friday; 7:00 am - 4:00 pm or 8:00 am - 5:00 pm (flexible; In Office)

Job Description :

Responsible for the daily monitoring, cash and collection management of a dedicated portfolio of customers. Improve the overall status of customer accounts by communicating with internal and external customers to increase cash flow and reduce risk by resolving root cause issues impacting customer payment

ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These are the most significant job duties performed; other responsibilities or assignments not specifically mentioned may also be assigned.

Review assigned customer accounts, sending statements to customers, establish collaborate communication.

Responsible for the resolution and management of outstanding invoices and delinquent accounts. Works directly with customers to negotiate payment terms consistent with company practices. Interacts with sales support, customer service, and accounts receivable in reconciling accounts. Serves as the escalation point for customer payment disputes and makes recommendations for write-offs, account adjustments and reconciliation. Audits and analyzes aging reports, tracking collection efforts and may initiate outside collection approach for unresolved delinquent accounts.

Resolve and collect overdue account balances and payment discrepancies through research, communication and follow up with customers and/or sales teams.

Partner with leadership to make recommendations on account management strategies.

Research invoices for billing accuracy; audit and collaborate with internal business partners to correct disputed invoices.

Determine root cause of disputes, report process deficiencies and recommend & execute needed improvements.

Respond to customer inquiries in a timely manner; maintain departmental productivity goals.

Maintain customer contacts in collections tool.

Research, validate, and submit customer refunds, internal write off requests, cash application offset requests.

Properly document all collection activity in the AR system.

PEOPLE MANAGER RESPONSIBILITIES:

This Job has no people manager responsibilities.

EDUCATION/EXPERIENCE:

Minimum Required Education: High school diploma or general education degree (GED)

Minimum Required Experience:

o 1-year related experience in freight transportation, logistics or accounting

o Solid ability to interpret contracts and research data to determine the root cause of issues.

Desirable Education/Experience:

o 1-3-year experience billing, commercial account receivable experience, or cash applications

o Bachelor's degree or equivalent related work or military experience

o Advanced computer skills with an emphasis on Microsoft Office (Excel)

o Excellent organizational skills with the ability to multitask and prioritize work to meet company and departmental goals.

o Excellent verbal and written communication skills, including a professional appearance and demeanor, excellent phone etiquette and a good vocabulary.

JOB RELATED COMPETENCIES: To perform the job successfully, an individual should demonstrate the following competencies:

Analytical Skills:

o Identifies and resolves problems.

o Demonstrates attention to detail.

o Demonstrates strong math aptitude.

o Identifies opportunities to increase accuracy and optimize resources and develops/recommends/implements solutions.

o Strong aptitude for understanding and analyzing large amounts of data from multiple sources.

o Produces unambiguous, comprehensive, and accurate interpretations.

Communication Skills:

o Writes clearly and informatively. Edits work for spelling and grammar.

o Presents organized and thorough information and data appropriate for intended audience.

o Excellent negotiation skills to deal effectively with individuals and groups within and outside the organization.

o Utilizes variety of interpersonal styles and communication methods to effectively adapt to new work structures, processes, or cultures.

Time Management Skills:

o Demonstrates follow-up skills.

o Provides timely and professional support to all internal/external customers and vendors.

o Prioritizes regular workload, special tasks, and concurrent projects, allocating time and resources to ensure that work is completed accurately and efficiently within an established time frame.

Other:

o Self-motivated.

o Team-oriented. Consults with Team members and management as needed to complete assigned responsibilities.

o Works with minimal supervision.

o Establishes and maintains effective, collaborative work relationships both internally and externally.

o Maintains strict confidentiality.

Technical Competencies

o Basic Computer Skills:

• Basic knowledge of Windows applications and Microsoft Office programs such as MS Project, Word, Excel, and PowerPoint.

• Accurately inputs information into and retrieves from the computer.

• Quickly learns and achieves proficiency in new software applications as needed.

• Demonstrates ability to create complex formulas in MS Excel; create queries in company software applications.

o Other Technical / Computer Skills -

• Thorough knowledge of internal company software applications applicable to position/business unit

• Acts as subject matter expert and provides training, troubleshooting and other support for software applications managed by business unit.

• Understands and is familiar with the most widely known and emerging tools, technologies, and social applications.

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