Analyst, 3PL Accounts Receivable

Overview

YOUR PASSION, ACTIONS & FOCUS is our Strength. Become one of our Contributors! Join the CareTria Team! Analyst, 3PL Accounts Receivable will play a key role in driving process improvements, improving cash flow for our clients, and ensuring accuracy and integrity of receivables data. The Accounts Receivable Analyst holds responsibility for invoicing review, reconciling accounts, and contributing to overall financial accuracy on behalf of CareTria 3PL clients. This role requires strong analytical skills, deep knowledge of AR best practices, and the ability to work cross-functionally with internal teams and external partners. Remote opportunity supporting our 3PL Business Needs

Responsibilities

• Lead the analysis, validation, and timely processing of customer invoices for Order-to-Cash clients, ensuring accuracy, compliance, and adherence to service-level expectations.
• Own and execute credit and collections strategies, pro-actively monitoring customer accounts to identify, assess, and mitigate risks related to non-payment, delayed payment, and credit exposure.
• Oversee and analyze Accounts Receivable aging, ensuring compliance with established policies, identifying trends, and recommending corrective actions to improve cash flow and reduce DSO.
• Drive collection efforts on past-due accounts by partnering directly with customers to resolve payment disputes, negotiate resolutions, and ensure timely receipt of funds.
• Prepare, analyze, and deliver recurring and ad hoc financial statements and management reports, providing clear insights to leadership and stakeholders to support business decisions.
• Investigate, resolve, and document complex accounts receivable discrepancies, escalations, and inquiries, ensuring accurate financial records and customer satisfaction.
• Contribute to broader financial management and analysis initiatives, including trend analysis, forecasting support, and performance reporting related to receivables.
• Ensure ongoing compliance with internal controls, company policies, and external regulatory and audit requirements, pro-actively addressing gaps or risks.
• Play a key role in month-end close activities, including account reconciliations, variance analysis, and preparation of supporting documentation.
• Serve as a primary point of support for internal and external audits related to Accounts Receivable, ensuring timely, accurate, and well-documented responses.
• Identify, recommend, and assist in implementing process improvements and efficiencies within the Accounts Receivable function to enhance accuracy, scalability, and operational effectiveness.

The above duties are meant to be representative of the position and not all-inclusive.

Qualifications

MINIMUM JOB REQUIREMENTS:

• Bachelor’s degree in accounting, finance, or related field (preferred) or equivalent combination of education and experience
• Proficiency in accounting software (e.g., Oracle, Net-Suite, Quick-books, D365)
• Excellent communication and interpersonal skills with internal and external customers
• Two years of previous accounts receivable experience preferred.
• Two years of experience providing customer service to internal and external parties
• Proficiency in Microsoft Excel

KNOWLEDGE, SKILLS & ABILITIES:

• Familiarity with GAAP accounting principles
• Demonstrates strong data and information analysis.
• Strong experience providing customer service to internal and external parties.
• Knowledge of CRM and cloud-based software is preferred.
• Strong time management, organizational skills, initiative, professional demeanor, and positive attitude.
• Ability to work independently and meet time-lines
• Ability to promote a positive team environment.

PHYSICAL DEMANDS:

• Location of job activities 100% inside
• Extensive manual dexterity (keyboarding, mouse, phone)
• Use of phone for communication
• Sit for prolonged periods of time.
• Occasionally stoop, kneel, and crouch
• Occasionally lift, carry, and move up to 25 pounds.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Apply tot his job Apply To this Job