AR & Collections Analyst

copeland; Monterrey; Presencial; MXN 260.000 - 380.000; Jornada completa

Descripción de la vacante

Copeland, a global climate technologies company, is seeking an AR & Collections Analyst to manage payments, AR reporting, and delinquent account recovery. The role requires collaboration with finance and sales to implement effective collection strategies and minimize risk.

The ideal candidate has a finance/Accounting background with 0–3 years in AR/collections, strong analytics, and meticulous attention to detail in a fast-paced environment.

Formación

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• 0-3 years of relevant experience in collections or accounts receivable.
• Strong analytical skills with the ability to interpret financial data and generate reports.
• Excellent attention to detail and ability to work under tight deadlines.

Responsabilidades

• Receive and deposit customer payments accurately and in a timely manner.
• Prepare and maintain AR reports that provide insights into outstanding balances, cash flow, and collection performance, while posting AR activity to the general ledger to ensure compliance with accounting standards.
• Communicate and negotiate with customers regarding adjustments, deductions, and delinquent accounts to facilitate payment arrangements and resolve outstanding balances.
• Collaborate with internal teams, including finance and sales, to align on collection strategies and ensure accurate accounting practices.
• Manage accounts that are in default, performing recovery workouts and implementing strategies to recover outstanding amounts while minimizing losses.
• Contribute to the development and implementation policies for managing delinquent accounts to ensure effective collection practices and minimize financial risk.
• Process adjustments and write-offs for uncollectible balances in accordance with company policies and procedures.

Conocimientos

English fluency

Spanish proficiency

Analytical skills

Attention to detail

Educación

Bachelor's degree in Finance/Accounting/Business Admin

Herramientas

Microsoft Office Suite

Oracle

Descripción del empleo

About Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.

We are a sustainable company engaged to the values of Excellence, Innovation, Collaboration, Respect and Responsibility. We seek professionals who share our vision of creating sustainable solutions that improve lives and protect the planet, today and for future generations.

We are looking for your talent, join our team and start your journey today!

AR & Collections Analyst

Accountabilities

• Receive and deposit customer payments accurately and in a timely manner, ensuring all transactions are recorded correctly and cash remittances are applied to customer accounts.


• Prepare and maintain accounts receivable reports that provide insights into outstanding balances, cash flow, and collection performance, while posting AR activity to the general ledger to ensure compliance with accounting standards.


• Communicate and negotiate with customers regarding adjustments, deductions, and delinquent accounts to facilitate payment arrangements and resolve outstanding balances.


• Collaborate with internal teams, including finance and sales, to align on collection strategies and ensure accurate accounting practices.


• Manage accounts that are in default, performing recovery workouts and implementing strategies to recover outstanding amounts while minimizing losses.


• Contribute to the development and implementation policies for managing delinquent accounts to ensure effective collection practices and minimize financial risk.


• Process adjustments and write-offs for uncollectible balances in accordance with company policies and procedures.

Qualifications and Experience

Essential

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.


• 0-3 years of relevant experience in collections or accounts receivable.


• Strong analytical skills with the ability to interpret financial data and generate reports.


• Excellent attention to detail and ability to work under tight deadlines

Preferred

• Master's degree in a relevant field or Chartered Accountant designation

Technical Skills and Knowledge

Essential

• Proficiency with Microsoft Office Suite


• Familiarity with financial software and Oracle


• Solid understanding of accounts receivable processes and best practices

Languages

Fluency in English and proficiency in Spanish, both spoken and written, is required.

Our Commitment to Our People

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That's why everything we do is geared toward a sustainable future-for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

Together, we have the opportunity - and the power - to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

Our Commitment to Inclusion & Belonging

At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.

Equal Opportunity Employer

Copeland is an Equal Opportunity/Affirmative Action employer.

All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, or disability.

We are committed to providing a workplace free of any discrimination or harassment.