iBynd

AP/AR Analyst

iBynd

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Tech Stack

ERPOracle

About the role

  • The AR/AP Analyst is responsible for overseeing the full cycle of accounts receivable and accounts payable.
  • Ensure that all revenue is collected efficiently and all obligations are paid accurately and on time.
  • Analyze financial data to improve cash flow, manage vendor and customer relationships, and support month-end closing activities.
  • Manage the customer credit process, including reviewing credit applications and setting credit limits.
  • Generate and distribute accurate invoices and credit memos.
  • Monitor the Accounts Receivable Aging Report and lead collection efforts for past-due accounts.
  • Execute the Three-Way Match process (Purchase Order, Receipt, Invoice) to ensure payment accuracy.
  • Review and process employee expense reports in compliance with company policy.
  • Research and resolve invoice discrepancies or billing disputes with vendors.
  • Prepare cash flow forecasts to assist leadership in liquidity planning.
  • Identify trends in delinquent accounts and suggest process improvements.
  • Assist in month-end and year-end closing by preparing journal entries and account reconciliations.
  • Provide necessary documentation and support for internal and external audits.
  • Close daily interaction with the COO to ensure performance and platform optimization.
  • Ensure accurate recording of commissions and premium taxes.
  • Assist with any state-specific regulatory filings and premium reporting requirements.
  • Support any Tax related needs from our outside accounting firm.
  • Work with our COO on Payroll and Sales compensation calculations and processing.

Requirements

  • Education: Bachelor’s degree in Accounting, Finance, or a related field.
  • Experience: 3–5 years of experience in an accounting or financial analyst role.
  • Technical Skills: Proficiency in ERP software (e.g., NetSuite, SAP, Oracle, or QuickBooks).
  • Advanced Excel skills (Pivot Tables, VLOOKUPs, and data visualization).
  • Core Competencies:
  • Strong analytical and problem-solving abilities.
  • High level of attention to detail and accuracy.
  • Excellent communication skills for negotiating with vendors and collecting from customers.
  • Communication: Strong ability to explain financial discrepancies to non-finance team members.
  • The Startup Mindset: You are comfortable with ambiguity and can pivot quickly as our company scales.
Benefits
  • Fully Remote: Work from anywhere in the US
  • Industry Impact: Help us disrupt the traditional insurance landscape with better technology.
  • Comprehensive benefits including Medical, Dental, and Vision insurance, in addition to a 401K retirement plan.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
accounts receivableaccounts payablefinancial analysiscash flow forecastingjournal entriesaccount reconciliationsThree-Way Match processinvoice generationcredit managementexpense report processing
Soft Skills
analytical abilitiesproblem-solvingattention to detailaccuracycommunication skillsnegotiationexplanation of financial discrepanciesadaptabilityteam collaborationcustomer relationship management