AR Analyst Job Description
AR analyst
provides hands-on training and coaching to other members of the corporate accounting services team on leveraging technology to automate processes.
AR Analyst Duties & Responsibilities
To write an effective AR analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included AR analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure monthly cash, accounts receivable and intercompany reconciliations are completed timely and accurately resolving any variances
Direct Debit process run
Balance Confirmation
Unallocated items investigation
T&E expense processing (verification, posting)
Supplier query management
Maintaining incoming orders on time
Cooperation with local teams
Understanding and fulfilling customers' needs
Provide credit line recommendations to Affiliate (market) process owners on financial assessment & payment behaviours
AR Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for AR Analyst
List any licenses or certifications required by the position: HACCP, B2, DHS, CMA, CPA, ARS, NACM
Education for AR Analyst
Typically a job would require a certain level of education.
Employers hiring for the AR analyst job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Accounting, Finance, Business, Associates, Education, Economics, Business/Administration, Accounting/Business, Technical, Fine Arts
Skills for AR Analyst
Desired skills for AR analyst include:
MS Excel
Any other training activities using existing documentation
Processes and country specific information up to date by attending recurring courses
ERequest
ETran
OnBase and Artiva systems
Concuity
Mainframe Logging
Patient Accounting
ERP environment
Desired experience for AR analyst includes:
Comply with Sarbanes Oxley (SOX) & Business control requirements & ensure adherence to Global, Regional & Local policies
Working with Portuguese clients and retained organization
Release customer orders
Find opportunities for improved team performance and controls
Handling Customer Query resolutions
English, min B2
AR Analyst Examples
1
AR Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of AR analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for AR analyst
- Contacting customers (e-mail and phone contact) for query clarification in Finnish language
- Providing excellent customer service regarding collection issues, resolving client discrepancies, and short payments
- Monitor accounts and identify patterns or trends that could be addressed through the Net A/R process
- Reconcile problems including conflict resolution, project structuring, billing projects that have been set up incorrectly, and recommend possible resolution alternatives and refer to manager for approval
- Apply all cash receipts in a timely and efficient manner
- Process EFT, ACH, and wire payments
- Process bank adjustments and customer refunds
- Perform research of unidentified and misapplied cash
- Communicate new trends to management
- Follow established procedures for the mass processing of known issues or limitations
Qualifications for AR analyst
- Ability to work with multiple team members in finance in different locations outside consultants
- Advanced experience in Excel and basic experience in other Office applications
- 2 years customer account research experience preferred
- Excellent P.C
- University education and /or
- Communicate effectively in writing verbally
2
AR Analyst Job Description
Job Description Example
Our company is looking for an AR analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for AR analyst
- Collaborating with the Global Finance Operations team and internal business partners in the US, Mexico, Brazil, Costa Rica and new Geo launches
- Timely publish report via weekly metrics and provide status updates on projects
- Participate in operational excellence activities
- Understand existing policies and procedures (process maps) and support in preparing as SOP’s ensuring that SOP’s are always updated to ensure knowledge management
- AR Analyst - cash collection
- Contacting customers (e-mail and phone contact) for query clarification in Swedish language
- Credit Limits
- Additional reporting tasks
- Receives, investigates, and responds to incoming customer inquiries regarding invoicing, payment terms/schedules, contract management, license provisioning, account cancellations and reductions
- Analyzes Accounts Receivable data to prepare reports for management
Qualifications for AR analyst
- 5 + years in industry preferred
- Experience with Hyperion, JD Edwards, and PeopleSoft preferred
- Superior Expertise in Excel Required managing large data sets
- Norwegian would be an asset
- Bachelor's Degree in Business, Accounting or Finance or similar field of study
- Prior experience handling Strategic and National Accounts strongly preferred
3
AR Analyst Job Description
Job Description Example
Our growing company is looking for an AR analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for AR analyst
- Works closely with BI staff by participating in monthly AR aging calls and analyzing aged receivables to produce monthly reports to management
- Reviews and approves or obtains proper approval from authorized parties for intercompany charges as needed
- Analyzes aged receivables based on information received from the regions on the AR aging report
- Prepares accounts receivable and allowance for bad debts roll forward
- Prepares PBC's at quarter end for the items under their responsibility
- Prepares and distributes AR Aging weekly
- Maintains suspense accounts with transactions derived from the sub-ledger close at "0" balance
- Attends and participates in collection calls for Youth and BI divisions
- Follows up with aged receivables comments and works with department manager and regions to keep receivables as current as possible
- Develop and maintain effective and professional relationships with our Profit Center managers and their teams
Qualifications for AR analyst
- Success dealing with company personnel at all levels
- Undergraduate degree with a major in business, accounting or finance
- Minimum of 2 years of experience in accounts receivable, finance, accounting, banking or customer service
- Knowledge in SAP, Accounting, Cash Application, Credit Card and EDI/EFT strongly desired
- Understanding of internal control concepts and knowledge of corporate financial instructions related to the management of accounts receivable processes and systems is required
- Communicating with stakeholders/customers via email, telephone, VC
4
AR Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of AR analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for AR analyst
- Assist with creation of KPI scorecard to measure departmental success
- Other Special/ad hoc projects
- Vendor query
- Line policies
- Daily Cash Application
- Bachelor’s Degree in Business, Finance or similar field preferred
- Financial analysis background/experience in a sales setting preferred
- Experience working within and extracting data from Retail Link and Nielsen
- Minimum of 2 years’ experience in sales analytics, providing category rationale and changes
- Time management – able to prioritize multiple task
Qualifications for AR analyst
- Manage, train and support co-ops students in learning the different software and processes
- Manage reporting for XL800 accounts
- Resolves general point-of-call questions
- Work with other departments operations to troubleshoot and resolve customer payment discrepancies
- Ability to manipulate and interpret data communicating analytical results/recommendations
- Minimum of four years of experience in administrative or financial transaction support
5
AR Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of AR analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for AR analyst
- Consult with the Head of Finance and Financial Analyst daily on potential payment problems
- Work with other members of the Accounting team on daily cash management and analysis
- Research and resolve the root cause for chronic order settlement disconnects, past due invoices, on account cash to ensure working capital objectives are met
- Analyze the overall portfolio to prepare the Bad debt provision in order to define the necessary actions for recovery and minimize credit losses
- Handle situations which may require adaptation of response or extensive research according to the customer response
- Assess workflow, take initiative, and interact professionally with internal and external Members in order to maintain acceptable levels of delinquency for assigned portfolios
- Work within the designated queue-based environment, capably documenting communications and complying with all internal policies and procedures
- Able to perform a good networking, organizational and analytical skills, able to jointly interact with the commercial area in order to achieve organizational targets
- Responsible to prepare Balance Sheet accounts reconciliations and FCRS reported schedules with regards to Sales Provisions and Accruals
- Lead month-end Sales Transmission process for APL Third Party Sales and Sales to Other BU
Qualifications for AR analyst
- Incoming cash
- Deduction review
- Aging reports
- Must have good Excel skills (pivot tables, Macros, V-Lookups)
- Knowledge of commonly used Accounts Receivable concepts, practices and procedures
- Ability to work in fast paced, collaborative team environment