Morningstar Sustainalytics · 10 hours ago
Accounts Receivable & Collection Analyst
Chicago
Full-time
Hybrid
Entry, Mid Level
$74K/yr - $126K/yr
2+ years expMorningstar Sustainalytics is a company focused on enhancing financial transparency and accountability. The Collections Analyst is responsible for managing the accounts receivable process, ensuring timely payments, maintaining financial records, and supporting cash flow while delivering a positive customer experience.
Financial Services
Responsibilities
Contact clients regarding past-due invoices and follow up to ensure timely payments
Respond promptly and professionally to customer inquiries related to payments and outstanding balances
Submit invoices through client AP portals and verify receipt when necessary
Communicate remittance details to the cash application or accounting team
Maintain positive customer relationships while effectively managing collection efforts
Maintain accurate and up-to-date records of collection activity and customer communications
Prepare documentation for third-party collection submissions when required
Support the month-end close process by providing AR status reports and reconciliations
Collaborate with finance and corporate teams to ensure customer master data integrity
Identify and escalate potential collection issues or risks
Recommend process improvements to enhance collection efficiency
Partner with internal departments (e.g., Sales, Customer Success, Accounting) to resolve payment-related issues
Qualification
Required
2+ years of experience in Accounts Receivable, Collections, or a related finance role
Strong attention to detail, organization, and follow-through
Excellent written and verbal communication skills
Ability to work independently, manage priorities, and meet deadlines
Proficiency with Microsoft Office (especially Excel and Outlook); ability to learn new systems quickly
Preferred
Associate's or Bachelor's degree in Accounting, Finance, or Business
Experience using ERP and CRM systems such as Oracle, and/or Salesforce
Familiarity with basic accounting and AR reconciliation principles
Demonstrated problem-solving skills and a proactive, team-oriented attitude
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar Sustainalytics
Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies.
1001-5000 employees
Funding
Current Stage
Late StageRecent News
2024-04-25
2024-04-25
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