Analyst - Shared Accounting

Energy Transfer LP; Kansas City (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Energy Transfer LP in Kansas City, MO is seeking an Accounts Receivable Analyst responsible for accurately applying customer payments, managing collections, and supporting the AR process. You will collaborate with customers, marketing, settlement, and accounting to ensure timely cash postings and minimize outstanding receivables.

The role requires a bachelor's in a related field and at least two years of AR experience; SAP experience preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Minimum of two (2) years of experience in accounts receivable, cash application, or collections.
• SAP experience preferred.

Responsibilities

• Accurately apply and post customer payments in a timely manner.
• Research and resolve unapplied cash, payment discrepancies, short payments, and overpayments.
• Coordinate with customers and internal departments to obtain remittance information.
• Perform daily review and approval of customer draft reports.
• Reconcile customer accounts and investigate outstanding items as needed.
• Monitor customer accounts and accounts receivable aging to identify overdue balances.
• Conduct collection activities through emails and phone calls.
• Follow up on delinquent accounts per company policies.
• Maintain detailed collection notes and documentation of communications.
• Escalate high-risk or significantly past-due accounts to management.

Skills

Excel

PivotTables

VLOOKUP

Analytical thinking

Communication skills

Attention to detail

Time management

Education

Bachelor's degree in Accounting, Finance, or Business Administration

Tools

SAP

Job description

Energy Transfer LP is a leading American public limited partnership headquartered in Dallas, Texas. Founded in 1996, the company owns and operates one of the largest and most diversified energy infrastructure portfolios in the United States, with approximately 140,000 miles of pipeline spanning 44 states.

Position Summary:

The Analyst is responsible for accurately applying customer payments, managing collection activities, and supporting the overall accounts receivable process. This role collaborates closely with customers, marketing groups, settlement teams, and accounting personnel to ensure timely cash application, minimize outstanding receivables, and maintain positive customer relationships while adhering to company policies and procedures.

Essential Duties and Responsibilities

• Accurately apply and post customer payments in a timely manner.
• Research and resolve unapplied cash, payment discrepancies, short payments, and overpayments.
• Coordinate with customers and internal departments to obtain remittance information.
• Perform daily review and approval of customer draft reports.
• Reconcile customer accounts and investigate outstanding items as needed.

Collections & Account Management

• Monitor customer accounts and accounts receivable aging reports to identify overdue balances.
• Conduct collection activities through emails and phone calls.
• Follow up on delinquent accounts in accordance with company policies and procedures.
• Maintain detailed collection notes and documentation of customer communications.
• Escalate high-risk or significantly past-due accounts to management as appropriate.
• Partner with Settlement Analysts, Marketing, and other internal stakeholders to resolve billing disputes.
• Respond to customer inquiries regarding invoices, credits, account balances, and payment history.
• Support continuous improvement efforts related to accounts receivable and collection processes.

Education and/or Experience, Knowledge, Skills & Abilities:

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below:

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
• Minimum of two (2) years of experience in accounts receivable, cash application, collections, or a related accounting function.
• SAP experience preferred.

Knowledge, Skills & Abilities

• Strong proficiency in Microsoft Excel, including PivotTables, VLOOKUP, and other data analysis functions.
• Strong analytical, problem-solving, and account reconciliation skills.
• Solid understanding of accounting principles and practices.
• Excellent written, verbal, and interpersonal communication skills.
• High level of accuracy, attention to detail, and organizational skills.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• Ability to work independently with minimal supervision.
• Ability to learn and navigate multiple systems and applications.
• Team-oriented mindset with a strong customer service focus.
• Demonstrates the highest standards of ethics and professionalism.
• Flexibility to work overtime during peak business periods.

Working Conditions

• Standard office work environment.
• Must be able to remain in a stationary position for extended periods, including sitting or standing for up to 50% of the workday.
• Occasional overnight travel may be required.

#LI-CK1