Bilingual AR Analyst – Permanent Job Opportunity

Dallas, TX (hybrid)

Basic Function of Position

The Sr. Accounting Analyst – A/R is responsible for the delivery of key AR tasks and processes, including customer billing, payment application/reconciliation, auditing, researching and resolving discrepancies, and collection of past due receivables. This position also requires working across multiple teams within accounting/finance to collect and provide requested documents during interim and year-end audits. The Sr. Accounting Analyst – A/R is also responsible for supervising and mentoring junior accounting analysts and handling escalated matters. The Sr. Accounting Analyst – A/R is charged with driving continuous process improvement and efficiency.

Major Duties and Responsibilities

• Process Design– Deliver key AR tasks and processes including billing, cash application, reconciliation, audits, & collections. Monitor customer accounts and identify all collection issues and assist in appropriate resolution. Design and implement AR processes for new clients. Create and maintain an updated standard operating procedure for AR processes. Assist Sr. Accountants with month-end closing tasks 40%
• Audit & Compliance – Periodically (weekly/bi-weekly/monthly) audit invoice data to ensure billing accuracy. Take proactive approach to identify and mitigate errors that could lead to collection risks. Ensure compliance with client contractual requirements, Pinnacle Group policies and relevant legal and regulatory requirements, including process controls and reporting. 20%
• Customer Service – Create a service-focused team culture that delivers an excellent experience to clients, internal departments as well as other external parties. Monitor DeskPro tickets and respond to client inquiries in a timely manner. Develop effective working relationships across all department and organization. Treat urgent and sensitive matters delicately with a sense of urgency and appropriate internal and external communication. 10%
• Team Development – Work in collaboration with the AR manager to train, coach and develop AR team members (both onshore and offshore); build a collaborative team culture while focusing on successful individual performance. 10%
• Reporting, SLAs & KPIs – Provide timely, reliable and accurate reporting on AR Aging, DSO, details on past due balances, any ad hoc reports requested by internal and external parties. Ensure attainment of all and client SLAs and KPIs. Analyze and report underperformance that could result in missed SLAs and KPIs. 10%
• Technology Footprint – Administer, support and provide training on various key technologies used in the accounts receivable processes such as – Dynamics, Access Database, SQL, etc. 5%
• Project Mgmt. – Mgmt. of special projects as assigned/necessary. 5%

Qualifications

• Bachelor’s degree in Accounting, Finance, Business or other analytical majors
• 2 -3 years of prior work experience in accounting or related fields
• Knowledge of basic accounting principles and functions, and understanding of US GAAP
• Microsoft Excel proficiency to include pivot tables, V-lookups, charts, data breakdown, summary, & analysis
• Intermediary to advanced MS Excel, MS Access, and SQL skills is a plus

Work Behavior

• Ability to work independently while exercising good judgment, especially amid ambiguity
• Self-starter who strives for continuous improvement, excellence and exceed expectation
• Detail-oriented and highly organized with a zeal for taking ownership
• Excellent communicator with awareness of which issue is routine and which is urgent and/or delicate/sensitive
• Ability to gather, analyze and interpret complex data, and resolve issues in a timely and effective matter
• Ability to develop a big picture understanding from all the interrelated processes and become a subject matter expert in all AR tasks and processes