Senior Analyst Collections

About Us

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description

Job Description

• What will you do?
• Review aged Invoice reports, charges & its accuracy before initiating collections.
• Monitoring accounts to identify overdue payments.
• Monitor accounts to identify outstanding debts and its history for non -payment.
• Professional handling of customer inquiries, including customer disputes and inquiries for balance clarification.
• Effectively overcoming customer objections and assisting with bringing their account current.
• Investigate historical data, Accounts, past payments etc for each Invoice/customer.
• Contact past due customers request payment & negotiate appropriate payment arrangements.
• Grow and nurture customer relationships on every interaction that results in measurable Customer value.
• Co-ordinate for payments and refunds.
• Resolve billing and customer credit issues.
• Update account status records and collection efforts.
• Report on collection activity and accounts receivable status assist accounting in applying proper revenue recognition, validating sales tax on invoices and other accounting controls.
• Deliver outstanding customer service to both internal and external customers.
• Ability to manage multiple customers and work on a tight timeframe.
• Identify opportunities for process improvements & standardization.
• Analytical, organizational, and problem-solving skills; ability to resolve complex issues demonstrating technical aptitude proactively and independently.
• The ability to effectively and adeptly communicate (verbally and in writing) with all levels of the organization.
• Advanced-level proficiency in Microsoft Excel.
• Flexibility to handle additional special projects as assigned.
• Team player, enjoys being part of a group, driven to add value to the position.
  
  

Achievements/Goals

• Organization and Planning – Plan, organize, schedule, and execute in an efficient, productive manner; focus on key priorities
• Drive and Discipline – Operate in a fast-paced, dynamic environment with a focus on getting the job done
• Enthusiasm – Exhibit passion and excitement and embrace a can-do attitude
• Communication - Communicate effectively with internal teams and cross-functional partners, creating promoters at every touchpoint
• Teamwork - Work cross-functionally to achieve team and individual goals
• Attention to Detail - high-level attention to minute details to ensure accuracy
• Perseverance - Demonstrate focus and commitment to solving complex issues through to completion
  
  

Qualifications

• Qualifications / Requirements*
• 5- 7 years of Collection experience.
• Finance graduate
• Invoicing adjustment and account review experience preferred.
• NetSuite & SFDC experience a plus
• Order Management experience preferred.
• Willingness to work in shifts
  
  

Additional Information

All your information will be kept confidential according to EEO guidelines.

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