Lean Tech

Mid-Level Collections Analyst

Lean Tech

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇨🇴 Colombia

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Job Level

JuniorMid-Level

Tech Stack

OracleServiceNowVBA

About the role

  • The Collections Analyst will be managing the end-to-end collections process, ensuring timely payments, resolving issues, and escalating cases as needed.
  • Manage the end-to-end collections process, ensuring timely payment and resolution of outstanding invoices.
  • Proactively manage and prioritize past-due accounts, including sending pre-delinquent reminders and focusing on high-value accounts.
  • Conduct thorough research and follow-up on invoice statuses, including portal invoices and Accounts Payable (AP) contact identification.
  • Process customer communications, accurately recording promises to pay, addressing disputes, and preparing account statements.
  • Collaborate cross-functionally with internal teams to resolve payment discrepancies and ensure accurate cash application to open Accounts Receivable (AR).
  • Perform Accounts Receivable (AR) reconciliation, including reviewing unapplied cash and maintaining accurate financial records across various systems.

Requirements

  • A minimum of 2+ years of proven experience in collections, preferably within a corporate setting.
  • Strong understanding of end-to-end collections processes, workflows, and escalation procedures.
  • Proficiency in invoice management, statement preparation, AP contact research, and cash application processes.
  • Advanced Excel skills, including the ability to use complex functions such as VLOOKUP and Pivot Tables.
  • Proficiency in operational systems such as Oracle, ServiceNow, Salesforce, ChangePoint, and PowerBI for basic data entry and workflow management.
  • Intermediate analytical skills for tracking basic performance metrics related to portfolio status and cash collected.
  • Strong organizational skills and meticulous attention to detail.
  • Excellent communication and interpersonal skills for effective collaboration.
  • Demonstrated ability to work independently, efficiently manage repetitive tasks, and drive results as a self-starter.
  • Nice to have Advanced proficiency in operational systems (Oracle, ServiceNow, Salesforce, ChangePoint, PowerBI) beyond basic data entry and workflow management.
  • Experience with advanced Excel functionalities, including but not limited to VBA, macros, or complex financial modeling.
  • Demonstrated ability to perform complex data analysis or financial modeling beyond basic performance metric tracking.
  • Strong negotiation skills.
  • Experience with process improvement or automation initiatives within collections.
Benefits
  • Professional development opportunities with international customers
  • Collaborative work environment
  • Career path and mentorship programs

Applicant Tracking System Keywords

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

Hard skills
collections processinvoice managementstatement preparationcash applicationExcelVLOOKUPPivot Tablesdata analysisfinancial modelingprocess improvement
Soft skills
organizational skillsattention to detailcommunication skillsinterpersonal skillsself-starternegotiation skillsanalytical skillscollaborationindependent workefficiency