Accounts Receivable Automation Engineer

Insight Global; Atlanta (GA); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Insight Global is seeking an Accounts Receivable Specialist – Automation & Process Improvement. The role blends finance and operations to transform AR workflows with AI tools and the Microsoft Power Platform, improving cash flow and operational scalability.

You will automate cash application, billing, and collections processes, build dashboards, and develop data-driven operating models while collaborating with IT and Revenue Ops to optimize integrations across systems.

Qualifications

• 2+ years of experience in Accounts Receivable, Cash Application, Billing, or Collections.
• Experience with ERP systems (e.g., Great Plains, SAP, Oracle, HighRadius).
• Experience with Microsoft Power Platform tools (Power Automate, Power BI, Power Apps).

Responsibilities

• Process and reconcile high-volume customer payments with focus on accuracy.
• Design Power Automate workflows to streamline posting and exception handling.
• Automate remittance ingestion and improve auto-match rates.
• Automate billing workflows and support invoice generation.
• Develop automated collections outreach and track effectiveness.
• Build dashboards and standardize SOPs for AR processes.
• Analyze AR data trends and create reporting outputs in Power BI and Excel.

Skills

Accounts Receivable

Analytical & problem-solving

Cross-functional collaboration

Advanced Excel

Tools

Microsoft Power Platform

Power BI

Excel

ERP systems (Great Plains, SAP, Oracle, HighRadius)

Job description

The Accounts Receivable Specialist – Automation & Process Improvement is a hybrid finance and operations role focused on transforming traditional A/R workflows through the use of AI tools and the Microsoft Power Platform (Power Automate, Power BI, Power Apps, Copilot).

This role is responsible for executing core A/R functions while identifying, designing, and implementing automation solutions across cash application, billing, and collections processes to improve efficiency, accuracy, and scalability.

This position plays a critical role in reducing manual touchpoints, improving match rates, accelerating cash flow, and creating a data-driven, AI-enabled A/R operating model.

Key Responsibilities

Cash Application Automation & Optimization

• Process and reconcile high-volume customer payments with a focus on accuracy and exception reduction.
• Leverage AI tools to automate remittance ingestion and improve auto-match rates.
• Design Power Automate workflows to streamline posting and exception handling.

Billing Process Automation

• Support invoice generation and automate billing workflows using Power Platform tools.
• Improve invoice accuracy and reduce rework through automation.
• Partner with IT and Revenue Ops to enhance system integrations.

Collections & Customer Communication Automation

• Manage accounts and develop automated collections outreach.
• Use AI insights to identify high-risk accounts and optimize actions.
• Track collection effectiveness with analytics.

Process Improvement & AI Enablement

• Identify inefficiencies and lead automation initiatives.
• Build dashboards and standardize SOPs.
• Partner cross-functionally to deploy scalable solutions.

Data, Reporting & Analytics

• Analyze AR data trends and create reporting models.
• Support KPI tracking and leadership insights.
• Develop Power BI and Excel reporting outputs.

Required Qualifications

• 2+ years of experience in Accounts Receivable, Cash Application, Billing, or Collections
• Experience with ERP systems (e.g., Great Plains, SAP, Oracle, HighRadius)
• Experience with Microsoft Power Platform tools
• Advanced Excel skills
• Strong analytical and problem-solving skills

Preferred Qualifications

• Experience with Microsoft Copilot or AI tools
• Exposure to automation, RPA, or process transformation
• Experience with VMS platforms (Beeline, Fieldglass)