Accounts Receivable Analyst

Department: Corporate Accounting

Job Status: Full Time

FLSA Status: Salary Exempt

Reports To: AP/AR Supervisor

Location: The Woodlands Office

Amount of Travel Required: 0%

Work Schedule: Mon–Fri, 8:00 a.m. to 5:00 p.m.

Positions Supervised: None

AIP: Level 7

POSITION SUMMARY:

The Accounts Receivable (AR) Analyst is a detail-oriented, organized accounting professional responsible for accurate customer billing, timely cash application, credit management, and collections. The role safeguards working capital by maintaining low past-due balances, reducing DSO, resolving billing disputes, and partnering with Sales, Operations, and Customer Service to ensure complete, correct, and compliant invoices. The AR Analyst supports month-end close, audit requests, and continuous process improvement across the order-to-cash cycle.

ESSENTIAL FUNCTIONS:

(The following duties and responsibilities are all essential job functions, as defined by the ADA, except for those that begin with the word “May.”)

- Generate and issue customer invoices and credit memos in accordance with contract terms, pricing, and tax requirements.

- Post cash receipts (ACH, wire, lockbox, credit card) and perform daily cash application, short-pay analysis, and deduction coding.

- Monitor AR aging – perform proactive collections through structured outreach and promise-to-pay tracking; escalate per policy.

- Research and resolve billing disputes with internal stakeholders and customers; obtain approvals and supporting documentation.

- Maintain accurate customer master data (bill-to/ship-to, contacts, tax status, payment terms, credit limits).

- Perform account reconciliations, payment remittance matching, and month-end AR subledger to GL tie-out.

- Prepare weekly AR/DSO/collections metrics and executive summaries; identify trends and recommend actions.

- Support credit reviews, new account setups, and periodic credit limit reassessments; coordinate with external credit agencies as needed.

- Ensure compliance with company policies, SOX controls, revenue recognition guidelines, and sales/use tax rules.

- Collaborate with Operations and Sales to resolve proof-of-delivery, field ticket, and pricing discrepancies prior to billing.

- Assist with cash forecasting related to collections cadence and large-balance recoveries.

- Document procedures; recommend and help implement process and system improvements.

- Performs other related duties as assigned to assist with successful operations and business continuity.

Qualifications

POSITION REQUIREMENTS:

- Strong attention to detail, accuracy, and follow-through; deadline-driven with effective communication skills.

- Proactive problem solver comfortable working in a fast-paced, high-volume environment.

- Experience: Minimum 3 years in Accounts Receivable; Oil & Gas or industrial services experience preferred.

- Solid understanding of order-to-cash, cash application, deductions, and collections best practices.

- Ten-key by touch; strong Excel skills (lookups, pivots, basic formulas).

- ERP experience required; Sage 300 preferred. Experience with lockbox/merchant services and AR automation tools is a plus.

EDUCATION AND EXPERIENCE:

- Bachelor’s degree in Accounting, Finance, or related field preferred (or equivalent experience).

- Minimum 3 years AR experience; Oil & Gas experience preferred.

QUALIFICATIONS, SKILLS, COMPETENCIES, AND ABILITIES:

- ERP and productivity tools: Sage and Excel required; experience with document management/workflow tools preferred.

- Ability to prioritize, meet deadlines, and handle competing demands with minimal supervision.

- Professional email and phone etiquette with customers and internal partners.

- Mathematics: Apply arithmetic and reconciliation techniques to resolve variances.

- Reading Comprehension: Interpret contracts, MSAs, purchase orders, and customer billing requirements.

- Time Management: Manage personal workload and collection cadence effectively.

- Positive attitude; strong organizational and planning skills.

- Active Listening: Clarify issues with customers and teammates; ask targeted questions.

- Critical Thinking: Evaluate root causes of disputes and propose corrective actions.

- Problem Sensitivity: Recognize emerging issues (e.g., chronic short pays) and escalate appropriately.

- Deductive Reasoning: Apply policy and contractual terms to specific billing scenarios.

- Clear verbal communication – ability to explain balances, terms, and resolutions to non-finance audiences.

- High integrity and confidentiality in handling customer financial information.

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT:

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform the essential functions.

The Accounts Receivable Analyst works indoors in an office setting, primarily sitting for extended periods of time at a desk station, keyboarding and using repetitive motions with wrists, hands, and or fingers. Vision abilities required by this job include close vision and the ability to adjust focus while reading and staring at a computer monitor. They will also need to speak clearly and audibly, as well as have the ability to hear, understand, and distinguish speech and /or other sounds (e.g., building alarms) deriving from in-person speech, telephone, or other remote speech. No adverse environmental conditions are expected. While in the office, the Accounts Receivable Analyst may be called upon to stand, kneel, push, pull, reach overhead, stoop, crouch, climb, and lift; therefore, the Accounts Receivable Analyst should be able to lift 25 lbs. independently

Work hours may include early morning, late evenings, and weekends, depending on business necessity.

AAP /EEO STATEMENT:

The Company is committed to the cause of equal employment opportunity for all employees and applicants, thus abiding by all applicable state and federal laws. Our practices regarding employment, job promotion,

compensation, training, and termination do not discriminate on the basis of race, color, religious creed, age, sex, national origin, veteran's status, disability, pregnancy, genetic information, or any other legally protected status. It is expected that all employees, both management and staff, will fully support these nondiscriminatory policies.

The company has reviewed this job description to ensure essential functions and duties have been included. It is not intended to be an exhaustive list of all functions, responsibilities, skills, and abilities.

Last Revised 05/202