Senior Accounts Receivable and Automation Specialist

This is a fully remote position, open to applicants in New York.

📋 Description

• Provide support for the Accounts Receivable function through advanced reporting, automation, analytics, and initiatives focused on process improvement.

• Act as a strategic collaborator with Finance and IT, directly reporting to the Associate Director of Billing & Receivables.

• Oversee intricate accounts receivable reporting, collections analytics, and aging analysis.

• Manage a portfolio of sophisticated VIP clients while working with various departments to recover overdue receivables.

• Reconcile complex cash application challenges, identify root causes, and present findings to clients.

• Create automated reporting and workflow solutions utilizing Excel, VBA, Python, Microsoft Copilot, and other AI tools.

• Generate recurring automated aging reports and stakeholder reporting.

• Develop dashboards, reporting tools, and solutions for process automation.

• Collaborate with IT on system enhancements, integrations, testing, and data-driven initiatives.

• Analyze extensive datasets and deliver findings and recommendations.

• Reach out to clients regarding overdue balances and access client portals to verify invoice uploads and payment remittance dates.

• Document processes and maintain reporting and automation tools in a secure designated location.

• Assist in locating remittance details for ACH, credit card, and lockbox payments.

• Lead projects aimed at improving operations and minimizing manual efforts.

• Support month-end close and annual audits as needed.

• Prepare reports and participate in required conferences and seminars.

• Suggest enhancements to business unit practices and processes.

• Carry out related duties as assigned.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, Computer Science, or a related field.

• At least four years of experience in Accounts Receivable, Billing, Revenue Cycle, or related financial roles.

• Demonstrated experience in implementing process improvements through technology and automation.

• Familiarity with ERP systems, financial applications, and reporting platforms.

• Proficient in Microsoft Excel, including VBA/macros, Power Query, Pivot Tables, dashboards, and complex formulas.

• Strong skills in Python for reporting, workflow, and process automation.

• Experience with Microsoft Copilot or similar AI tools for business process automation.

• Comprehensive understanding of data management, system integrations, reporting tools, and business applications.

• Cultural competency and the ability to communicate effectively in a culturally sensitive manner with diverse individuals and groups.

• Outstanding analytical and problem-solving abilities.

• Excellent communication skills with both technical and non-technical stakeholders.

• Results-driven and highly accountable.

• Strong project management and organizational skills.

• Ability to maintain focus and meet tight deadlines.

• Capacity to work independently in a remote setting.

• Skill to identify opportunities, develop automated solutions, and deliver measurable results within tight timelines.

• Any combination of education, training, and experience equivalent to the aforementioned requirements.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Flexible work hours and remote work options.

• Professional development opportunities and training programs.

• Generous paid time off and holiday schedule.