Senior AR & Collections Analyst — Cash Flow & Relationships

Citrin-Cooperman-Advisors-LLC; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Citrin Cooperman is seeking a Senior Analyst, Accounts Receivable & Collections in New York to manage a portfolio of client accounts, drive timely payments, and strengthen customer relationships within Corporate Finance.

The role collaborates with Billing, Cash App and internal teams; requires 5+ years AR/Collections experience, strong Excel skills, and the ability to work independently and with executives.

Qualifications

• Must have 5+ years of Corporate Accounts Receivable & Collections experience.
• Proficient in Microsoft Excel and Outlook.
• Associate or Bachelor's degree in Finance/Accounting or related field.
• Strong interpersonal and communication skills with a customer-first mindset.
• Ability to work independently and collaborate with senior level executives.

Responsibilities

• Manage a portfolio of customer accounts with focus on timely payment and reducing delinquency.
• Proactively communicate with customers via phone and email to provide payment reminders and support.
• Partner with customers to understand payment challenges and offer solutions, including payment plans.
• Investigate and resolve billing discrepancies, disputes, and account concerns with urgency.
• Cash application and resolve unapplied cash; monitor aging reports and prioritize outreach.
• Collaborate with Billing, Cash App and internal teams to resolve payment issues; maintain detailed collection notes.
• Educate customers on billing processes, payment options, and account status.
• Support month-end accounts receivable activities, reporting and ad-hoc audit requests.

Skills

Customer-facing

Communication

Problem solving

Time management

Self-motivation

Education

Associate or Bachelor's degree in Finance/Accounting

Tools

Microsoft Excel

Outlook

CRM systems (IRIS, Aiwyn, Dynamics 365 F&SCM)

Job description

Citrin Cooperman is seeking a Senior Analyst, Accounts Receivable & Collections in New York to manage a portfolio of client accounts, drive timely payments, and strengthen customer relationships within Corporate Finance.

The role collaborates with Billing, Cash App and internal teams; requires 5+ years AR/Collections experience, strong Excel skills, and the ability to work independently and with executives.