Senior Analyst, Accounts Receivable & Collections (52439)

DescriptionCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are looking for a Senior Analyst, Accounts Receivable & Collections, to join the Accounts Receivable & Collections team within the Corporate Finance department.

Responsibilities include, but not limited to

• Manage a portfolio of customer accounts with a focus on maintaining positive relationships and driving timely payment and reducing delinquency.
• Proactively communicate with customers via phone and email to provide payment reminders and support.
• Partner with customers to understand payment challenges and offer appropriate solutions, including payment plans when necessary.
• Investigate and resolve billing discrepancies, disputes, and account concerns with urgency and professionalism.
• Cash application and resolve unapplied cash.
• Collaborate cross‑functionally with Billing, Cash App and other internal teams to resolve issues impacting payment.
• Maintain accurate, detailed, and customer-focused collection notes in the system.
• Monitor aging reports and prioritize outreach based on customer needs and account risk.
• Provide timely follow-up on payment arrangements.
• Educate customers on billing processes, payment options, and account status to prevent future issues.
• Recommend account actions (e.g., credit holds) thoughtfully, balancing customer relationships with company policy.
• Support month-end accounts receivable activities, reporting and ad-hoc audit requests.
• Utilize CRM and billing platforms (e.g., IRIS, Aiwyn, Dynamics 365 F&SCM) to manage accounts and track collection activity.

QualificationsThe ideal candidate must

• Have an associate or bachelor's degree in finance, accounting, business administration, or related field.
• Have 5+ years of Corporate Accounts Receivable & Collections experience (professional services preferred).
• Be proficient in Microsoft Excel and Outlook.
• Possess strong interpersonal and communication skills with a customer-first mindset.
• Possess effective problem-solving and conflict resolution skills.
• Work independently and collaborate with senior level executives as needed.
• Be self-motivated with the ability to manage multiple accounts and prioritize competing requirements and/or deadlines.