AR Collections Analyst — Impactful Finance Role

OneDigital; Atlanta (GA); On-site; USD 52,000 - 73,000; Full time

Job summary

OneDigital is seeking an Accounts Receivable Analyst to prepare AR estimates, monitor outstanding payments, and support the collections for the retirement and wealth business. The role requires strong organizational skills, proactive attitude, and clear communication with management.

Responsibilities include analyzing variances, reconciling payment and billing dates, and assisting with month-end close. The ideal candidate has a Bachelor's in accounting or finance and 1–3 years of related

Qualifications

• Strong analytic skills, attention to detail, accuracy, and follow-through.
• Demonstrated ability to identify issues in payment trends, analyze issues and determine appropriate solutions/resolve.
• Ability to multi-task and thrive in a fast-paced environment.
• Excellent verbal and written communications skills
• Strong customer service skills
• Excellent problem-solving skills
• Ability to meet strict deadlines

Responsibilities

• Prepare accounts receivables estimates and explanations for variances
• Review commission history to reconcile payment and billing dates
• Identify and troubleshoot potential billing challenges to assist in the timely and accurate collection of outstanding receivables
• Support the collections efforts for the retirement and wealth business outstanding receivables
• Audit books of business under management to ensure all cases are receiving commissions
• Document payment cycles, billing cycles, and error reports to assist with revenue tracking and account maintenance
• Handle inquiries from acquisitions, partnerships or internal producers and advisors
• Routinely run administrative reports and analyze for inconsistencies
• Identify discrepancies from reports and communicate with the appropriate internal department
• Ad hoc reporting and special projects
• Additional responsibilities assigned by management

Skills

Analytical skills

Attention to detail

Multi-tasking

Verbal and written communication

Customer service

Problem-solving

Deadline-driven

Education

Bachelor’s degree in Accounting, Finance, or related area

1-3 years of experience in a similar financial position

Tools

Microsoft Dynamics D365

Workday

Job description

OneDigital is seeking an Accounts Receivable Analyst to prepare AR estimates, monitor outstanding payments, and support the collections for the retirement and wealth business. The role requires strong organizational skills, proactive attitude, and clear communication with management.

Responsibilities include analyzing variances, reconciling payment and billing dates, and assisting with month-end close. The ideal candidate has a Bachelor's in accounting or finance and 1–3 years of related