5 Accounts Receivable Analyst Job Description Templates and Examples | Himalayas

5 Accounts Receivable Analyst Job Description Templates and Examples

Accounts Receivable Analysts are responsible for managing and analyzing the financial transactions related to a company's receivables. They ensure that incoming payments are processed accurately and efficiently, maintain accurate records, and resolve any discrepancies. Junior analysts focus on data entry and basic reconciliation tasks, while senior analysts handle complex accounts, lead process improvements, and may supervise a team. Managers oversee the entire accounts receivable department, ensuring compliance with company policies and financial regulations.

1. Junior Accounts Receivable Analyst Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Junior Accounts Receivable Analyst to join our finance team at [$COMPANY_NAME]. In this pivotal role, you will assist in managing and optimizing our accounts receivable processes, ensuring accurate billing and timely collections while maintaining excellent relationships with our clients.

Responsibilities

  • Assist in the preparation and issuance of invoices to clients, ensuring accuracy and compliance with company policies
  • Monitor accounts receivable aging reports and follow up on outstanding invoices
  • Collaborate with the sales and customer service teams to resolve billing inquiries and discrepancies
  • Maintain accurate records of all transactions and communications with clients
  • Support month-end closing activities, including reconciliations and reporting
  • Contribute to process improvements within the accounts receivable function

Required and Preferred Qualifications

Required:

  • Bachelor's degree in Finance, Accounting, or a related field
  • 1+ years of experience in accounts receivable, billing, or related financial roles
  • Proficient in Microsoft Excel, including experience with formulas and pivot tables
  • Strong attention to detail and organizational skills

Preferred:

  • Experience with accounting software (e.g., QuickBooks, SAP, Oracle)
  • Basic understanding of accounting principles and practices

Technical Skills and Relevant Technologies

  • Familiarity with accounts receivable processes and billing systems
  • Competence in data entry and management
  • Ability to analyze financial data and generate reports

Soft Skills and Cultural Fit

  • Excellent verbal and written communication skills
  • Ability to work collaboratively within a team environment
  • Strong problem-solving skills and a proactive approach to challenges
  • Adaptability to changing work priorities and deadlines

Benefits and Perks

Salary range: [$SALARY_RANGE]

As a member of our team, you will enjoy benefits that may include:

  • Health, dental, and vision insurance
  • Retirement savings plans with company matching
  • Paid time off and holidays
  • Opportunities for professional development and training

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer and is committed to diversity in its workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation, or any other basis protected by applicable law.

Location

This is a remote position within [$COMPANY_LOCATION].

2. Accounts Receivable Analyst Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Accounts Receivable Analyst to join our finance team at [$COMPANY_NAME]. In this role, you will be responsible for managing the accounts receivable process, ensuring timely collection of outstanding invoices, and maintaining accurate financial records. Your analytical skills will play a crucial role in identifying trends, mitigating risks, and supporting the overall financial health of our organization.

Responsibilities

  • Monitor and manage accounts receivable aging reports to ensure timely collection of outstanding invoices
  • Communicate with customers to resolve discrepancies and expedite payment processes
  • Analyze customer accounts and identify any potential credit risks or collection issues
  • Prepare and process customer invoices, ensuring accuracy and compliance with company policies
  • Collaborate with the finance team to reconcile accounts and report on collection activities
  • Assist in the development and implementation of best practices for accounts receivable processes

Required and Preferred Qualifications

Required:

  • Bachelor's degree in Accounting, Finance, or a related field
  • 2+ years of experience in accounts receivable or financial analysis
  • Strong understanding of accounting principles and practices
  • Proficient in Microsoft Excel and accounting software

Preferred:

  • Experience with ERP systems such as SAP or Oracle
  • Knowledge of revenue recognition principles and credit management

Technical Skills and Relevant Technologies

  • Proficiency in data analysis and financial modeling
  • Experience with financial reporting tools and dashboards
  • Familiarity with automated invoicing systems and software integration

Soft Skills and Cultural Fit

  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Detail-oriented with a commitment to accuracy
  • A proactive approach to managing tasks and meeting deadlines
  • Ability to work collaboratively within a team environment

Benefits and Perks

We offer a competitive salary and benefits package, including:

  • Health, dental, and vision insurance
  • Retirement savings plan with company matching
  • Paid time off and holidays
  • Opportunities for professional development and growth

Location

This role requires successful candidates to be based in-person at our office in [$COMPANY_LOCATION].

3. Senior Accounts Receivable Analyst Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented and analytical Senior Accounts Receivable Analyst to join our finance team. In this role, you will be responsible for managing the company's accounts receivable functions, ensuring accurate billing and collections, and optimizing cash flow. Your expertise will directly contribute to financial stability and operational efficiency.

Responsibilities

  • Oversee the accounts receivable process, including invoicing, collections, and reconciliations
  • Analyze customer accounts to identify discrepancies and resolve issues promptly
  • Develop and implement processes to improve billing accuracy and collection efficiency
  • Prepare and present accounts receivable aging reports to senior management
  • Collaborate with cross-functional teams to support the resolution of customer disputes
  • Monitor key performance indicators (KPIs) related to accounts receivable and implement improvements as necessary

Required and Preferred Qualifications

Required:

  • Bachelor's degree in Finance, Accounting, or related field
  • 5+ years of experience in accounts receivable or financial analysis
  • Proficient in financial software and ERP systems
  • Strong analytical skills with attention to detail and accuracy
  • Demonstrated ability to improve processes and drive efficiencies

Preferred:

  • Experience with Salesforce or similar CRM systems
  • Knowledge of accounting principles and regulations
  • Certification in accounts receivable or finance-related field

Technical Skills and Relevant Technologies

  • Advanced proficiency in Microsoft Excel and data analysis tools
  • Familiarity with financial reporting software and tools
  • Experience with automation tools for invoicing and collections

Soft Skills and Cultural Fit

  • Excellent communication skills, both verbal and written
  • Strong problem-solving abilities and a proactive mindset
  • Ability to work independently and as part of a team in a remote environment
  • Commitment to maintaining high ethical standards and confidentiality

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Full-time offers include:

  • Comprehensive health, dental, and vision insurance
  • 401(k) retirement plan with employer matching
  • Flexible work hours and a focus on work-life balance
  • Professional development opportunities and training programs

Equal Opportunity Statement

[$COMPANY_NAME] is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation, or any other basis protected by applicable law.

Location

This is a fully remote position.

4. Accounts Receivable Supervisor Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented and strategic Accounts Receivable Supervisor to oversee our billing and collections processes remotely. This role is crucial in ensuring timely cash flow while leading a team of Accounts Receivable Specialists. You'll leverage your expertise in financial operations to implement best practices and drive efficiencies across the accounts receivable function.

Responsibilities

  • Supervise and mentor the Accounts Receivable team, fostering a culture of accountability and continuous improvement.
  • Develop and implement effective billing and collections strategies that optimize cash flow and minimize days sales outstanding (DSO).
  • Ensure accurate and timely invoicing and follow up on outstanding accounts, maintaining high levels of customer satisfaction.
  • Analyze accounts receivable aging reports and provide actionable insights to senior management.
  • Collaborate with cross-functional teams, including sales and customer service, to resolve discrepancies and enhance the customer experience.
  • Lead monthly meetings to review AR performance metrics and set departmental goals.

Required and Preferred Qualifications

Required:

  • 5+ years of experience in accounts receivable or financial operations, with at least 2 years in a supervisory role.
  • Strong knowledge of accounting principles and best practices in accounts receivable management.
  • Proficiency in accounting software and ERP systems (e.g., SAP, Oracle, QuickBooks).
  • Exceptional analytical skills and attention to detail.
  • Strong communication and interpersonal skills to effectively manage team dynamics and client relationships.

Preferred:

  • Experience in a rapidly growing company or startup environment.
  • Certification in Accounts Receivable Management (e.g., Certified Accounts Receivable Professional).
  • Familiarity with automated billing systems and electronic invoicing.

Technical Skills and Relevant Technologies

  • Proficient in Microsoft Excel for financial analysis and reporting.
  • Experience with data analysis tools to derive insights from AR metrics.
  • Familiarity with CRM tools to manage customer interactions and relationships.

Soft Skills and Cultural Fit

  • Strong leadership capabilities with a track record of developing high-performing teams.
  • Proactive and solution-oriented mindset with the ability to adapt to changing priorities.
  • Excellent problem-solving skills, particularly in resolving customer disputes.
  • Commitment to fostering an inclusive and collaborative work environment.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Full-time offers include:

  • Comprehensive health, dental, and vision insurance plans.
  • Flexible work hours and a fully remote work environment.
  • 401(k) plan with company matching.
  • Generous paid time off and holiday schedule.
  • Professional development and training opportunities.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation, or any other basis protected by applicable law. We encourage applicants from all backgrounds to apply, including those who may not meet all qualifications but are eager to learn and grow within our organization.

Location

This is a fully remote position.

5. Accounts Receivable Manager Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented Accounts Receivable Manager to oversee and enhance our accounts receivable processes. In this pivotal role, you will ensure the timely collection of outstanding receivables while leading a team dedicated to maintaining accurate financial records and fostering positive client relationships.

Responsibilities

  • Manage the end-to-end accounts receivable process, including invoicing, payment collections, and reconciliations.
  • Lead and mentor a team of accounts receivable specialists, providing guidance and training to optimize performance.
  • Develop and implement effective credit control policies to minimize risk and ensure timely collections.
  • Analyze accounts receivable aging reports and generate actionable insights to drive collections strategy.
  • Collaborate with cross-functional teams, including sales and customer service, to resolve invoicing discrepancies and improve client satisfaction.
  • Prepare and present regular reports on accounts receivable performance to senior management.

Required and Preferred Qualifications

Required:

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 5+ years of experience in accounts receivable management or related financial roles.
  • Strong understanding of accounting principles and financial reporting.
  • Proficiency in accounting software and ERP systems, with a preference for experience with [specific software, if applicable].

Preferred:

  • Experience in a managerial role, demonstrating leadership and team development skills.
  • Knowledge of credit and collections best practices.
  • Familiarity with regulatory requirements related to accounts receivable processes.

Technical Skills and Relevant Technologies

  • Advanced proficiency in MS Excel, including the use of formulas, pivot tables, and data analysis tools.
  • Experience with accounting software such as [specific software, if applicable].
  • Ability to utilize data analytics tools to derive insights and improve processes.

Soft Skills and Cultural Fit

  • Exceptional attention to detail and accuracy in financial reporting.
  • Strong analytical and problem-solving skills, with a proactive approach to challenges.
  • Excellent communication skills to effectively interact with clients and internal teams.
  • Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.
  • A collaborative mindset with a focus on building relationships and teamwork.

Benefits and Perks

Salary: [$SALARY_RANGE]

Full-time offers may include:

  • Health, dental, and vision insurance plans.
  • 401(k) retirement plan with company matching.
  • Flexible working hours and remote work options.
  • Professional development opportunities and training programs.
  • Paid time off and holidays.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, gender, national origin, age, disability, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable law. All qualified applicants are encouraged to apply.

Location

This is a remote position within [$COMPANY_LOCATION].

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