Senior Accounts Receivable Analyst

Own the billing life cycle from start to finish. Liaise between multiple departments internally and externally to ensure fidelity across the board.

The role you'll play:

CB Insights is seeking a detail-oriented and proactive Senior AR Analyst to join our Finance team. The ideal candidate will be responsible for managing customer accounts, processing invoices, collecting payments, and maintaining accurate financial records. This role is essential to ensuring the company's cash flow, maintaining strong customer relationships, and continuously improving our financial processes.

About the Finance team:

Our Finance team is a collaborative group of accounting and finance professionals committed to supporting the company's growth and operational excellence. We foster a culture of accuracy, continuous improvement, and teamwork. The Senior AR Analyst will work closely with other departments, including the accounting team, sales and customer success teams, and legal teams, to ensure smooth financial operations. We value open communication, professional development, and innovation in how we approach our financial management.

Your key responsibilities:

• Process and maintain customer invoices, ensuring accuracy and timely delivery
• Monitor accounts receivable aging reports and identify overdue payments
• Initiate collection efforts through calls, emails, and written correspondence with customers
• Reconcile customer accounts on a regular basis, ensuring accuracy of account balances and resolving discrepancies between system records and customer statements
• Investigate and resolve account disputes, billing errors, and unapplied credits or payments
• Post customer payments and apply credits appropriately to accounts
• Maintain detailed records of all customer interactions and collection attempts
• Prepare periodic reports on accounts receivable status and collections activity
• Coordinate with the sales and customer service teams to resolve billing issues
• Support month-end and year-end closing procedures, including comprehensive account reconciliation
• Identify opportunities for process improvements and cost savings within AR operations
• Evaluate and recommend enhancements to workflows, systems, and procedures to increase efficiency and accuracy
• Participate in the implementation of new processes and tools to streamline collections activities
• Stay current with company policies and relevant accounting standards

Required Qualifications:

• Bachelor’s degree in a related field preferred
• 4+ years of experience in accounts receivable or a similar accounting role
• Proficiency with accounting software and Microsoft Office Suite (Excel, Word, Outlook)
• Strong analytical, problem-solving, organizational, and time-management skills
• Strong attention to detail and accuracy in account reconciliation, data entry, and record-keeping
• Experience reconciling customer accounts and resolving account discrepancies
• Excellent written and verbal communication skills, with a customer-service-oriented approach
• Ability to manage multiple priorities, meet deadlines, and work independently and collaboratively
• Professional judgment, integrity, and discretion when handling sensitive financial information
• Adaptability and willingness to learn and embrace new systems and tools

Preferred Qualifications:

• Experience with ERP systems or accounting platforms (Sage Intacct, Maxio, Salesforce, Gong)
• Knowledge of general accounting principles and practices
• Familiarity with ASC 606 revenue recognition principles and their application to AR processes
• Customer service experience in a B2B environment
• Certification in accounting or a finance-related field
• Track record of identifying and implementing process improvements
• Experience with automation tools and workflow optimization
• Process improvement…