5 Accounts Receivable Analyst Job Description Templates and Examples

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].

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].

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.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is hiring a hands-on Accounts Receivable Supervisor to lead the AR function, optimize cash collection, and strengthen receivables controls. In this supervisory role you will own end-to-end receivables operations, enforce SOX-compliant controls, and partner with Treasury, Sales, and Customer Success to reduce DSO and improve cash flow forecasting. You will design and operationalize process improvements leveraging ERP features, automation (RPA), and reporting platforms to scale a high-performing AR team.

Responsibilities

• Manage day-to-day AR operations including invoice issuance, credit memo processing, cash application, unapplied cash resolution, dispute management, and collections escalation.
• Supervise, coach, and develop a team of AR specialists: set performance objectives, conduct regular 1:1s, lead training on ERP and collections best practices, and run effective performance reviews.
• Own month-end AR close activities: reconcile subledger to general ledger, produce aging and allowance reports, validate customer account balances, and support external/internal audits.
• Drive KPI ownership: reduce DSO, lower aged receivables >90 days, improve promise-to-pay conversion, and increase electronic payments adoption.
• Implement and maintain controls and documentation for SOX/SOX-like requirements: segregation of duties, access reviews, approval workflows, and audit-ready process maps.
• Partner with Billing, Credit, Sales Operations, and Treasury to resolve billing disputes, align credit terms, and improve cash application accuracy (lockbox, ACH, wire, card reconciliation).
• Design and execute automation and process improvement initiatives using ERP tools (NetSuite/Oracle/SAP), RPA, ETL, or scripting to reduce manual touchpoints and reconciliation errors.
• Produce management reporting and dashboards (Power BI/Tableau/Excel) to provide actionable insights for finance leaders and inform cash forecasting models.
• Manage collections strategies for high-risk accounts including developing remediation plans, formalizing payment agreements, and escalating to legal/outsourced collections when appropriate.

Required Qualifications

• 3+ years of progressive AR experience and 1+ year supervising an accounting/collections team in a mid-to-large enterprise environment.
• Deep functional expertise in accounts receivable operations: billing, cash application, collections, disputes, credit memos, and revenue accounting interactions.
• Hands-on experience with ERP systems (NetSuite, Oracle EBS, SAP S/4HANA or equivalent) and strong ability to configure AR workflows and posting rules.
• Advanced Excel skills (pivot tables, Power Query, VBA or equivalent) and comfort writing/reviewing SQL queries to extract and validate transactional data.
• Proven track record implementing process improvements or automation (RPA, scripting, or ERP native automation) that measurably reduced cycle time or errors.
• Strong understanding of internal controls, SOX requirements, and audit processes for receivables and cash.
• Excellent communication skills: able to influence cross-functional stakeholders, negotiate payment arrangements, and present AR metrics to senior finance leaders.
• Bachelor’s degree in Accounting, Finance, or related field, or equivalent professional experience; relevant certifications (CPA, CMA, CTP) are a plus.

Preferred Qualifications

• Experience with cash forecasting and treasury interactions, including lockbox, ACH, and global payment rails (SEPA, SWIFT).
• Familiarity with billing platforms (Zuora, Salesforce Billing) and integrating billing data with ERP systems.
• Experience developing dashboards in Power BI or Tableau and building automated report pipelines.
• Experience in high-volume, multicurrency receivables environments and intercompany reconciliation processes.

Technical Skills and Relevant Technologies

• ERP: NetSuite, Oracle EBS, SAP S/4HANA (configuration and AR modules)
• Billing & Payments: Zuora, Stripe Billing, lockbox processes, ACH, wire, card reconciliation
• Automation & Data: RPA tools (UiPath, Automation Anywhere), Python/SQL scripting, ETL concepts
• Reporting & Analytics: Excel (advanced), Power Query, Power BI, Tableau, ERP reporting tools
• Controls & Compliance: SOX controls, access management, audit documentation

Soft Skills and Cultural Fit

• Demonstrated leadership: track record of hiring, mentoring, and scaling small finance teams while maintaining executional rigor.
• Operational excellence mindset: data-driven, process-oriented, with a bias for measurable outcomes and continuous improvement.
• Stakeholder partnership: calm under pressure, adept at negotiating payment plans and collaborating with sales, customer success, and legal teams.
• Attention to detail: meticulous with reconciliations, audit trails, and financial controls.
• Adaptability and influence: able to implement change across distributed teams and remote sites while maintaining high team morale.

Benefits and Perks

Salary: [$SALARY_RANGE]

Comprehensive benefits package including:

• Medical, dental, and vision insurance
• 401(k) plan with employer match
• Generous paid time off and paid parental leave
• Professional development stipend and certification reimbursement
• Hybrid work flexibility and commuter benefits
• Employee Assistance Program and wellness resources

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer committed to building an inclusive workforce. We strongly encourage candidates from historically underrepresented groups and those with non-linear career paths to apply. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, gender identity or expression, sexual orientation, or other protected characteristics.

Location

This is a hybrid position based in [$COMPANY_LOCATION]. A successful candidate will be expected to work from the office at least 3 days per week to support cross-functional collaboration, month-end close activities, and mentorship of junior staff.

How to Apply

We encourage applicants who meet many, but not necessarily all, of the listed qualifications to apply. Please submit your resume and a brief cover letter highlighting relevant AR leadership and process improvement experience. Qualified candidates will be contacted for a confidential conversation.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

[$COMPANY_NAME] is seeking an experienced Accounts Receivable Manager to lead and scale our receivables organization. Reporting to the Director of Finance, you will own end-to-end accounts receivable operations, design processes that reduce days sales outstanding (DSO), strengthen cash application accuracy, and ensure compliance with accounting policies including ASC 606 and SOX controls. This role blends hands-on transaction ownership with team leadership, system optimization, and cross-functional partnership with Sales, Customer Success, and Treasury.

Responsibilities

• Lead a team of AR specialists: recruit, coach, set KPIs, run 1:1s, and manage performance to deliver reliable collections and cash forecasting.
• Own the full AR lifecycle: invoice issuance, distribution, dispute management, credit & collections, unapplied cash resolution, and month-end reconciliations.
• Reduce DSO and bad debt through data-driven credit policies, segmentation, prioritized collection strategies, and proactive customer engagement.
• Define and maintain SOX-compliant AR processes, prepare supporting documentation for internal/external audits, and implement separation of duties where required.
• Implement and optimize AR systems and automation: lead projects for ERP upgrades, payments automation (lockbox, virtual cards, ACH), cash application improvements, and integration with collections platforms.
• Collaborate with Revenue Accounting to ensure accurate revenue recognition (ASC 606) and timely cutover of billing changes; partner with Billing/Product teams to resolve pricing and invoicing exceptions.
• Develop AR metrics and dashboards (DSO, CEI, dispute aging, unapplied cash) and present actionable insights to Finance leadership and cross-functional stakeholders.
• Design and enforce credit limits and collection escalation procedures; negotiate payment terms and structured recovery plans for high-risk accounts.
• Drive continuous improvement initiatives: document SOPs, maintain process maps, and run post-implementation reviews for AR projects.

Required and Preferred Qualifications

Required:

• 6+ years of progressive AR/credit/collections experience with at least 2 years managing a team in a high-volume B2B or subscription SaaS environment.
• Proven track record reducing DSO and improving cash collection metrics through process and technology changes.
• Strong knowledge of revenue recognition (ASC 606) and experience partnering with revenue accounting teams.
• Experience maintaining SOX controls and supporting external audits.
• Advanced proficiency in Excel (power queries, pivot tables), SQL for ad-hoc analysis, and BI tools (Tableau, Power BI) to build AR dashboards.
• Hands-on experience with ERP systems (NetSuite, Oracle Cloud Financials, SAP S/4HANA) and AR automation/payments platforms (Billtrust, HighRadius, BlackLine, Lockbox).
• Excellent communication skills; ability to negotiate with customers and present AR performance to executives.

Preferred:

• Bachelor’s degree in Accounting, Finance, or related field; CPA, CMA or equivalent a plus.
• Experience in scaling AR operations for rapid-growth companies or complex, multi-entity organizations.
• Familiarity with international collections, multi-currency AR, and tax/GST/VAT implications.
• Knowledge of RPA or scripting (Python, VBA) to automate repetitive AR tasks.

Technical Skills and Relevant Technologies

• ERP platforms: NetSuite, Oracle, SAP (NetSuite experience strongly preferred)
• AR automation: HighRadius, Billtrust, Esker, BlackLine
• Payments and banking integrations: ACH, SWIFT, lockbox, virtual cards, merchant gateways
• Reporting & analytics: Advanced Excel, SQL, Power BI, Tableau
• GL and reconciliations: familiarity with general ledger interfaces and intercompany AR processes
• Compliance tools: SOX documentation, audit workflow systems

Soft Skills and Cultural Fit

• Operational leader with a bias for measurable outcomes and continuous improvement.
• Track record of leading architecture decision records (ADRs) for process changes and documenting business requirements for finance systems implementations.
• Data-driven communicator: translates complex AR metrics into clear action plans for finance and commercial partners.
• Mentor and coach: develops team capability in analytical thinking, negotiation, and technical AR skills.
• Customer-focused: balances firm collection discipline with commercial empathy to maintain customer relationships.
• High integrity and attention to detail; comfortable working in ambiguous, fast-paced environments.

Benefits and Perks

Salary range: [$SALARY_RANGE]

• Comprehensive medical, dental, and vision insurance
• 401(k) with company match or equivalent retirement plan
• Generous paid time off, paid parental leave, and flexible working arrangements
• Professional development stipend and support for certifications (CPA, CMA)
• Annual bonus or performance-based incentive plan
• Commuter benefits, wellness programs, and employee assistance programs

Equal Opportunity Statement

[$COMPANY_NAME] is an equal opportunity employer committed to building an inclusive workplace. All qualified applicants will receive consideration regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, veteran status, age, or any other legally protected characteristic. We are committed to reasonable accommodation for applicants with disabilities; please indicate any accommodation needs in your application.

Location

This is a hybrid position based in [$COMPANY_LOCATION]. A successful candidate will be expected to work from the office at least three days per week to collaborate with Finance, Sales, and Treasury teams; flexible remote work is supported on other days.

How to Apply

We encourage applicants who meet many — but not necessarily all — of the qualifications to apply. To apply, submit your resume and a brief cover letter highlighting your relevant AR leadership experience, process improvements you led, and the ERP/automation platforms you have implemented. Candidates selected will be asked to provide examples of AR KPIs they improved and a short case study on a process automation or DSO reduction initiative.