Accounts Receivable Analyst - Hybrid (Atlanta, GA) jobs in United States
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OneDigital · 10 hours ago

Accounts Receivable Analyst - Hybrid (Atlanta, GA)

positionAtlanta, GA
timeFull-time
remoteHybrid
seniorityEntry Level
date1+ years exp

OneDigital is committed to helping people do their best work and live their best lives. The Accounts Receivable Analyst will be responsible for preparing accounts receivables estimates, resolving outstanding payment issues, and supporting collection efforts for the retirement and wealth business.

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Culture & ValuesbadNo H1Bnote

Responsibilities

Prepare accounts receivables estimates and explanations for variances
Review commission history to reconcile payment and billing dates
Identify and troubleshoot potential billing challenges to assist in the timely and accurate collection of outstanding receivables
Support the collections efforts for the retirement and wealth business outstanding receivables
Audit books of business under management to ensure all cases are receiving commissions
Document payment cycles, billing cycles, and error reports to assist with revenue tracking and account maintenance
Handle inquiries from acquisitions, partnerships or internal producers and advisors
Routinely run administrative reports and analyze for inconsistencies
Identify discrepancies from reports and communicate with the appropriate internal department
Ad hoc reporting and special projects
Additional responsibilities assigned by management

Qualification

Analytic skillsMicrosoft ExcelMicrosoft Dynamics D365WorkdayCustomer service skillsProblem-solving skillsVerbal communicationWritten communicationAttention to detailTime management

Required

Must be eligible to work in the United States without the need for work visa or residency sponsorship
Strong analytic skills, attention to detail, accuracy, and follow-through
Demonstrated ability to identify issues in payment trends, analyze issues and determine appropriate solutions/resolve
Ability to multi-task and thrive in a fast-paced environment
Excellent verbal and written communications skills
Strong customer service skills
Excellent problem-solving skills
Ability to meet strict deadlines
Bachelor's degree in Accounting, Finance, or related area
Expert level of proficiency with Microsoft Excel including vlookups and pivot tables
1-3 years of experience in a similar financial position

Preferred

Experience with Microsoft Dynamics D365 and Workday

Benefits

Health
Wellbeing
Retirement
Other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts

Company

OneDigital

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OneDigital is focused exclusively on employee benefits.
dateFounded in 2000
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
https://www.onedigital.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired

Leadership Team

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Mike Sullivan
Co-Founder & Chief Growth Officer
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Travis Dommert
SVP, Talent
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Recent News

Alternative Credit Investor
Top alts managers partner with OneDigital for 401(k) access
2026-01-24
PR Newswire
OneDigital Strengthens Executive Leadership Team to Drive Growth and Operational Excellence
2026-01-22
Pulse 2.0
OneDigital Introduces Private Investments Within Personalized Portfolios For Defined Contribution Plans
2026-01-21
Company data provided by crunchbase