Senior Accounts Receivable Analyst

CB Insights; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

CB Insights is seeking a Senior AR Analyst to own the billing life cycle from invoicing to collection, ensuring accurate records and healthy cash flow. You’ll collaborate with accounting, sales, customer success, and legal teams to resolve disputes and optimize processes.

The role emphasizes detail orientation, proactive collection efforts, and timely reporting while supporting month-end close and ongoing improvements to AR workflows in a fast-growing, data-driven company.

Qualifications

• Bachelor’s degree in a related field preferred.
• 4+ years of accounts receivable or similar accounting role.
• Proficiency with accounting software and Microsoft Office Suite.
• Strong analytical, problem-solving, organizational, and time-management skills.
• Attention to detail and accuracy in account reconciliation, data entry, and record-keeping.
• Experience reconciling customer accounts and resolving discrepancies.
• Excellent written and verbal communication, customer-service mindset.

Responsibilities

• Process and maintain customer invoices with accuracy and timely delivery.
• Monitor AR aging reports and identify overdue payments.
• Initiate collection efforts via calls, emails, and written correspondence.
• Reconcile customer accounts and resolve discrepancies between system records and statements.
• Investigate and resolve account disputes, billing errors, and unapplied credits.
• Post customer payments and apply credits to accounts.
• Maintain detailed records of customer interactions and collection attempts.
• Prepare periodic AR status and collections reports.
• Coordinate with sales and customer service to resolve billing issues.
• Support month-end and year-end closing procedures, including account reconciliation.
• Identify opportunities for process improvements and cost savings in AR operations.
• Evaluate and recommend enhancements to workflows and systems.

Skills

Analytical skills

Problem-solving

Organizational skills

Time-management

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Sage Intacct

Maxio

Salesforce

Gong

Job description

Own the billing life cycle from start to finish. Liaise between multiple departments internally and externally to ensure fidelity across the board.

The role you'll play:

CB Insights is seeking a detail-oriented and proactive Senior AR Analyst to join our Finance team. The ideal candidate will be responsible for managing customer accounts, processing invoices, collecting payments, and maintaining accurate financial records. This role is essential to ensuring the company's cash flow, maintaining strong customer relationships, and continuously improving our financial processes.

About the Finance team:

Our Finance team is a collaborative group of accounting and finance professionals committed to supporting the company's growth and operational excellence. We foster a culture of accuracy, continuous improvement, and teamwork. The Senior AR Analyst will work closely with other departments, including the accounting team, sales and customer success teams, and legal teams, to ensure smooth financial operations. We value open communication, professional development, and innovation in how we approach our financial management.

Your key responsibilities:

• Process and maintain customer invoices, ensuring accuracy and timely delivery
• Monitor accounts receivable aging reports and identify overdue payments
• Initiate collection efforts through calls, emails, and written correspondence with customers
• Reconcile customer accounts on a regular basis, ensuring accuracy of account balances and resolving discrepancies between system records and customer statements
• Investigate and resolve account disputes, billing errors, and unapplied credits or payments
• Post customer payments and apply credits appropriately to accounts
• Maintain detailed records of all customer interactions and collection attempts
• Prepare periodic reports on accounts receivable status and collections activity
• Coordinate with the sales and customer service teams to resolve billing issues
• Support month-end and year-end closing procedures, including comprehensive account reconciliation
• Identify opportunities for process improvements and cost savings within AR operations
• Evaluate and recommend enhancements to workflows, systems, and procedures to increase efficiency and accuracy
• Participate in the implementation of new processes and tools to streamline collections activities
• Stay current with company policies and relevant accounting standards

Required Qualifications:

• Bachelor’s degree in a related field preferred
• 4+ years of experience in accounts receivable or a similar accounting role
• Proficiency with accounting software and Microsoft Office Suite (Excel, Word, Outlook)
• Strong analytical, problem-solving, organizational, and time-management skills
• Strong attention to detail and accuracy in account reconciliation, data entry, and record-keeping
• Experience reconciling customer accounts and resolving account discrepancies
• Excellent written and verbal communication skills, with a customer-service-oriented approach
• Ability to manage multiple priorities, meet deadlines, and work independently and collaboratively
• Professional judgment, integrity, and discretion when handling sensitive financial information
• Adaptability and willingness to learn and embrace new systems and tools

Preferred Qualifications:

• Experience with ERP systems or accounting platforms (Sage Intacct, Maxio, Salesforce, Gong)
• Knowledge of general accounting principles and practices
• Familiarity with ASC 606 revenue recognition principles and their application to AR processes
• Customer service experience in a B2B environment
• Certification in accounting or a finance-related field
• Track record of identifying and implementing process improvements
• Experience with automation tools and workflow optimization
• Process improvement mindset with the initiative to identify inefficiencies and develop solutions

Please note this is a US-based role.

In addition to base salary listed below, this role is also eligible for a bonus opportunity.

Compensation

$70,000 - $90,000 USD

What we're all about

CB Insights is the leader in predictive intelligence on private companies—turning exclusive data on millions of firms into early, trusted signals on future performance and direction. The company pioneered predictive intelligence with its Mosaic Score—the first system to reliably forecast the outlook for a private company—and has since built it into a comprehensive platform of AI and data capabilities. Today, leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do.

CB Insights Leadership Principles

At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.

• Solve customer problems.It’s our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
• Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
• Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren’t built from afar.
• Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
• Bureaucracy.May the best ideas and execution win.
• Complexity. Leaders use frameworks and systems to simplify.
• No commitment. Leaders don’t compromise just to get along. Debate. Disagree. But once a decision is made, commit.
• Leaving what’s important unsaid or undone. No “circling back.”
• Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
• Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they’re excited to share with the world.
• Live off the land. Leaders creatively use resources already available to them – especially AI – to execute and automate their work.
• Good judgment. Leaders have it. Where it comes from: insight, listening, first‑hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
• Help others.Leaders know we’re building this together.

You’ll want to work here if

• You are excited about how AI is transforming tech
• You are hungry for feedback and the chance to grow
• Your instinct is to work smarter not harder
• You love developing as a SME with a strong POV
• You are motivated by challenges and big ideas

What we offer:

• Industry Insight: over 500k+ people follow our tech newsletter: sign up here
• Holistic compensation: Competitive cash compensation, comprehensive healthcare coverage (PPO, HSA, and FSA options), multiple mental health resources, 401(k) with company match, annual professional development stipend, and generous paid time off.

About Our Pay Practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions are informed by qualifications, location, internal equity, and current market data. While we aim to hire at our established Hiring Target, starting pay may vary based on factors such as market rates, the qualified pool of candidates, and individual experience.

Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We’re proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in CB Insights’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval, and air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.