Accounts Receivable Analyst

Pinnacle Group exists to connect people with opportunity. For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and giving back to the communities in which we live and work. We are a leading workforce solutions company supporting the talent needs of global leaders in financial services, technology, communications, utilities, and transportation and we are one of the largest women and minority-owned companies in our industry. Our team of service-driven, energetic, and diverse professionals is well-respected in our industry and our leadership team is aligned and focused on taking the company to the next level. If you're looking for a new opportunity where you can truly make a difference, we hope you'll apply for a position with us.

Job Summary

• The Accounts Receivable Analyst 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 requires timely and accurate completion of detailed tasks in a fast-paced and dynamic environment.
• The ideal candidate will be able to learn Pinnacle's Accounts Receivable process and system design and over time be able to assist with design and solution testing for new customer A/R setup and operational processes.
• Process– Create and send invoices to clients following different invoice cycles and methods. Manage high volume receivables, administer all cash, and check deposits on an everyday basis and reconcile payments. Actively manage collections to reduce outstanding past due balances.
• 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. Periodically review existing process SOPs and recommend updates/enhancements.
• A/R Process SME – Become a SME in company's A/R operational processes, design, and system setup for existing customers. Assist in designing, configuring, and solution testing for new customer's A/R operational processes as well as stabilization of the solution.
• 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.
• 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
• Technology Footprint – Administer various key technologies used in the accounts receivable processes such as – Workday, eRecruit, Access Database, SQL, etc.
• Project Mgmt. – Mgmt. of special projects as assigned/necessary

Qualifications
We are looking for a detail-oriented and proactive
Accounts Receivables Specialist
to join our Finance team. The ideal candidate will be responsible for managing end-to-end accounts receivable processes, including PO processing, billing, collections, and reconciliations. This role requires excellent communication skills and the ability to work collaboratively with internal teams and external stakeholders.

Preferred to be an immediate joiner or less than a month.
Key Responsibilities

• Manage Accounts Receivables operations ensuring timely and accurate billing, collections, and reconciliation.
• Handle Purchase Order (PO) processing, ensuring all documentation and approvals are in place.
• Oversee billing and invoicing activities in coordination with clients and internal teams.
• Conduct funding reconciliation and ensure all transactions are correctly recorded.
• Perform cash application activities, matching payments against invoices accurately.
• Manage collections and follow-ups to ensure timely receipt of payments.
• Handle dispute resolution, coordinating with clients to resolve any payment discrepancies.
• Perform customer account reconciliations to maintain accurate records.
• Collaborate cross-functionally with internal departments to resolve issues and streamline processes.
• Leverage ERP systems such as Ariba, Oracle, and tools like Excel Macros, PDF, and Word to perform daily tasks efficiently.

Requirements

• Proven experience in Accounts Receivable, Finance, or a related field.
• Strong working knowledge of ERP systems and financial tools.
• Proficient in Microsoft Office (Excel, Word, etc.).
• Excellent communication skills (verbal and written).
• High level of accuracy and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving skills.

Nice To Have

• Experience with platforms such as Ariba, Oracle, or custom ERPs.
• Knowledge of Excel Macros for automation.