Senior Analyst, Collections - Morristown, United States - Presidio

Description

SEIZE THE OPPORTUNITY TO BE A PART OF SOMETHING GREAT

Presidio is on the leading edge of a technology-driven movement to transform the way business is done, for our customers and our customers' customers. Joining Presidio means immersing yourself in a culture of self-starters, collaborators and innovators who make real, lasting change in the marketplace via cutting-edge technology and business solutions. At Presidio, we know that it's our people that make the connections happen.

WHY YOU SHOULD JOIN US? You will set your career on track for outstanding achievement with a company that knows no limits. Presidio is a leading a global digital services and solutions provider focused on Digital Infrastructure, Business Analytics, Cloud, Security & Emerging solutions.

THE ROLE: Senior Analyst - Collections (Remote)

Job Summary:

The primary responsibility of the Sr. Analyst is the management of the assigned portfolio to meet the company's quarterly target on cash collection and past due balances. This individual will also be responsible for providing customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments. The Sr. Analyst will also maintain assigned accounts through customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos within approved company guidelines.

Travel Requirements:

This position does not require any travel.

Job Responsibilities:

• Prepare dunning (collection) notices and correspondence and answer inquiries regarding bills rendered, accounts receivable, and collection items. Maintain professional decorum/de-escalation.
• Accountable for reducing delinquency for assigned accounts.
• Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
• Must communicate & follow up effectively with sales department regarding customer accounts on a timely basis.
• Establish and maintain effective and cooperative working relationships with customers and sales.
• Research and resolve payment discrepancies; investigate and resolve customer queries.
• Monitor customer account details for non-payments, delayed payments, and other irregularities.
• Collect, categorize, and maintain Accounts Receivable (AR) collections records within Getpaid.
• Report on AR balances - current and delinquent accounts, collections.
• Prepare ad hoc reports as well as prescribed reporting requirements from Management.

Required Skills:

• Ability to maintain patience and professionalism with challenging customers/vendors.
• Strong attention to detail and excellent command of grammar and language.
• Must have strong interpersonal and communications skills (both oral and written) with a focus on customer service and demonstrated ability to effectively interact at all levels across the organization to build successful relationships.
• Auditor's mentality - someone that is naturally curious and committed to investigating and uncovering anomalies.
• Excellent consultative, conflict resolution, negotiation, and facilitation skills to gain consensus in a matrixed and complex organization.
• Proven problem-solving skills with demonstrated ability to think out of the box and generate creative solutions; ability to break a complex problem down into its component parts and arrive at the appropriate solution in a timely fashion.
• Must be flexible and able to thrive in a time-sensitive environment to meet strict deadlines.
• Positive attitude, averse to the status quo, always looking to improve current processes and procedures; ability to see opportunities for change, to capitalize on them and implement them when appropriate for the benefit of the organization.
• A self-starter with a strong work ethic who sets high standards for self and others and demonstrates enthusiasm for the mission of the team.
• Demonstrated proficiency in Microsoft Excel and/or Access - pivot tables, v-lookup, graphs/charts/visual, analytics.

Education and Experience:

• Bachelor's degree or equivalent experience and/or military experience required.
• 5+ years of professional experience working in Finance or Collections required.

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ABOUT PRESIDIO

Presidio is committed to Diversity, Equity, and Inclusion at the highest levels and has strengthened its drive to build and drive systemic DEI change process across all levels of the organization.Cultivating a culture of inclusion where the expression of all our differences are valued, celebrated, and add to our collective achievements.

Presidio is a global digital services and solutions provider accelerating business transformation through secured technology modernization. Highly skilled teams of engineers and solutions architects with deep expertise across cloud, security, networking and modern data center infrastructure help customers acquire, deploy and operate technology that delivers impactful business outcomes. Presidio is a trusted strategic advisor with a flexible full life cycle model of professional, managed, and support and staffing services to help execute, secure, operationalize and maintain technology solutions. We serve as an extension of our clients' IT teams, providing deep expertise and letting them focus on their core business. Presidio operates in 40+ US offices and offices in Ireland, London, Singapore, and India.

For more information visit:

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Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state and local statutes, regulations and ordinances.

To read more about discrimination protections under Federal Law, please visit:

If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to for assistance.

Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to

RECRUITMENT AGENCIES PLEASE NOTE:

Agencies/3 Parties may not solicit to any employee of Presidio. Any candidate information received from any Agency/3 Party will be considered a gift and property of Presidio, unless the Agency/3 Party is an Authorized Vendor of Presidio with an up-to-date Presidio Contract in hand signed by Presidio Talent Acquisition. No payment will be made to any Agency/3 Party who is not an Authorized Vendor, nor has specific approval in writing from Presidio Talent Acquisition to engage in recruitment efforts for Presidio.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)