Accounts Receivable Analyst
8 months ago
**Company Description**
CleverProfits is a financial services firm that **simplifies entrepreneurship**. We help online businesses in the US build highly profitable and sustainable businesses. We offer growth-focused services to a variety of clients in different industries, including digital and social media marketing agencies, coaches and course creators, consultants, affiliate and network marketers, influencers and streamers, SaaS and E-commerce businesses. CleverProfits uses the latest cloud platforms to serve businesses remotely from anywhere in the world.
**Appealing to individuals that are looking for the following**:
- Exposure to the US accounting landscape.
- Opportunity to work with various softwares that create a streamlined work process.
- Work in an environment that promotes growth, innovation, work-life balance, and teamwork.
- Empowered to self-manage and come up with innovative ideas to make improvements.
- Development in the accounting landscape and interacting with clients.
- A strong work culture with some amazing work colleagues.
**Key Responsibilities**:
- Generate and distribute customer invoices accurately and in a timely manner.
- Ensure invoices contain correct pricing, terms, and other relevant details.
- Reconcile payments received with accounts receivable ledger and bank deposits.
- Reconcile accounts receivable ledger to ensure accuracy and resolve discrepancies promptly.
- Investigate and resolve any billing or payment discrepancies or issues.
- Monitor overdue accounts and relay up-to-date reports to team members to execute in the collection process.
- Monitor credit limits and review credit terms to minimize risk of bad debts.
- Prepare regular reports on accounts receivable aging, collections status, and cash flow projections.
- Analyze receivables data to identify trends, risks, and opportunities for process improvements.
- Provide excellent customer service and support to internal and external stakeholders regarding billing inquiries, payment disputes, and account reconciliations.
- Ensure compliance with company policies, accounting standards, and regulatory requirements related to accounts receivable.
- Maintain accurate and up-to-date records of customer transactions, correspondence, and communications.
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