Daley And Associates, LLC · 5 hours ago
Invoicing/Corporate Collections Analyst
San Jose, CA
Contract
Hybrid
Entry Level
$32/hr - $36/hr
1+ years expDaley And Associates, LLC is a global software company seeking an Invoicing/Corporate Collections Analyst. The role involves managing cash applications, resolving payment discrepancies, and collaborating with sales and other departments to maintain accurate customer account statuses.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Prepare cash applications of various payment methods
Research and resolve payment discrepancies. Work closely with customers regarding short / over payment issues
Review monthly aging report and work closely with sales managers to resolve any discrepancy balances
Review aged receivables with credit managers; contact delinquent accounts to request payment; create and monitor payment plans
Work closely with sales and various departments to keep accurate notes on customer account status
Qualification
Required
Bachelor's degree
1+ years of corporate collections/accounts receivable experience and recent experience with either Intacct or Salesforce
Strong influencing skills with customers to ensure payments received
Proficient in Microsoft Word, Excel, & Outlook
Ability to navigate various customer web payment portals, and other software
Strong sense of urgency
Strong attention to detail
Excellent written and verbal communication skills
Preferred
Previous SaaS industry experience is a plus
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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