Collections Analyst

GenServe; Tampa (FL); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) retirement plan

Life & disability coverage

Job summary

Genserve is building out its corporate Order-to-Cash team in Tampa. The Collections Analyst converts billed receivables into cash across a national portfolio, combining proactive collections with precise cash application and analytics.

You’ll work across Sage, NetSuite, Salesforce, and QuickBooks in a multi-entity environment with AI-assisted tooling. You’ll analyze aging, DSO, and payer behavior, verify AI matches, and escalate root causes to upstream owners while maintaining customer

Qualifications

• 2–4 years of commercial collections and/or cash application experience.
• Hands-on experience with at least one major ERP (Sage or NetSuite) and strong Excel skills (pivots, lookups).
• Strong data and analytical skills; ability to build analysis and defend conclusions.
• Ability to work with AI tools and verify AI output before use.

Responsibilities

• Own collections for an assigned portfolio with proactive outreach and escalation per policy.
• Apply incoming payments across multiple entities and reconcile AR to the general ledger daily.
• Use AI tooling for cash application and collections prioritization; handle exceptions manually.
• Analyze aging, DSO, and payment behavior to identify trends and root causes.
• Escalate upstream root causes such as billing defects or missing documentation.

Job description

Description

About Genserve

Genserve is a multi-entity field service company serving commercial, industrial, and institutional customers across the United States through roughly a dozen branch locations and affiliated operating companies. We install, maintain, and service the equipment that keeps critical facilities running — standby generators, uninterruptible power systems, and electrical switchgear. This position sits in our corporate Order-to-Cash organization in Tampa, a function we are actively building out. If you want to inherit a finished process, this is not the place. If you want to help build one, it is.

About the Role

The Collections Analyst converts billed receivables into collected cash across an assigned national portfolio. The role combines active commercial collections — outreach, dispute resolution, payment‑plan negotiation, and escalation — with accurate cash application and reconciliation. It sits where payment problems surface first, so the analyst is expected to diagnose why cash is not arriving and route systemic causes upstream rather than simply chasing balances. The role is data‑forward: the analyst works analytically, uses AI‑assisted tooling to raise match rates and prioritize outreach, and applies judgment about when AI output must be verified. It operates across Sage, NetSuite, Salesforce, and QuickBooks in a multi‑entity environment and requires a high tolerance for ambiguity.

What You’ll Do

Collections

• Own collections for an assigned portfolio; proactive outreach on past‑due balances and structured escalation per credit policy.
• Conduct credit monitoring; flag deteriorating payment behavior and risk exposure.
• Negotiate payment plans within authority; recommend accounts for reserve or escalation.
• Manage dunning cycles and maintain documented collection activity on every account.

Cash Application

• Apply incoming payments (ACH, wire, check, credit card) accurately and on schedule across multiple entities and systems.
• Investigate and clear unapplied and unidentified cash; research short‑pays and remittance discrepancies.
• Process credits and debits; reconcile the AR sub‑ledger to the general ledger and balance daily to bank activity.

Data, Analytics & AI

• Use AI tooling in the daily cycle: apply AI‑assisted cash application (auto‑matching, remittance extraction) and AI‑assisted collections prioritization; personally work the exceptions the model cannot resolve.
• Verify before it lands: treat AI‑generated matches and drafted customer correspondence as drafts requiring confirmation before they touch a customer or the ledger.
• Analyze, don't just report: build aging, DSO, and payment‑behavior analysis; identify trends and root causes rather than restating balances.
• Escalate root causes: route recurring drivers of non‑payment (billing defects, missing documentation, portal failures) to the responsible upstream owner.

Requirements

What You’ll Bring

• Associate or Bachelor's degree in Accounting, Finance, Business, or equivalent experience.
• 2–4 years of commercial collections and/or cash application experience.
• Hands‑on experience with at least one major ERP (Sage, NetSuite, or comparable); strong Excel (pivots, lookups).
• Strong data and analytical skills — able to build the analysis, spot the pattern, and defend a conclusion, not just produce a report.
• Working fluency with AI tools and willingness to use them to raise accuracy and throughput — with the judgment to verify AI output before it is relied on.
• Demonstrated ability to hold firm on collections while preserving the customer relationship.
• High tolerance for ambiguity — able to operate and prioritize with incomplete information and undefined process.

Nice to Have

• Exposure to multiple platforms among Sage, NetSuite, Salesforce, and QuickBooks.
• Experience with AI‑enabled or automated cash application, remittance capture, or collections prioritization tooling.
• Experience in equipment, field service, or construction/contract environments.
• Customer AP/procurement portal experience.

What We Offer

• Medical, dental, and vision coverage
• 401(k) retirement plan
• Company‑provided life, short‑term disability, and long‑term disability coverage
• A corporate function in active build‑out — real scope to shape process, systems, and standards rather than inherit them.
• Direct exposure to an enterprise ERP transition and a live AI and automation agenda