Christensen, Inc.

Collections Analyst

LocationRichland, WA
Salary$45,760-$58,240

About This Job


SCOPE:

We are looking for a meticulous and results-driven Analyst to join our team. The Collections/Cash Analyst will be responsible for collections for the Fleet Card division, as well as accurately posting and reconciling incoming payments to customer accounts. This role requires strong collection skills, attention to detail, proficiency in financial software, and the ability to work effectively with other departments to resolve discrepancies.


SIGNIFICANT ACTIVITIES & DELIVERABLES


Key Responsibilities:

Collections: Communicates with the customer via phone, email, text, and mail in efforts to collect on past due accounts receivables
Investigates, researches, negotiates, and resolves customer queries and payment discrepancies
Monitor customers on hold or over their credit limit and release orders for these customers, as necessary
Cash Posting: Accurately post incoming payments (checks, ACH, wire transfers, credit card payments) to customer accounts
Apply payments to invoices and ensure proper allocation of funds. Process refunds and adjustments, as necessary


Reconciliation:

Perform daily reconciliation of bank statements to the cash receipts ledger
Identify and resolve discrepancies between bank records and the company's accounting system


Accounts Receivable Support:

Update and submit weekly aging and problem customer report to Credit team
Submit customers to NACM for collections as necessary and write off balances deemed uncollectible
Set up new accounts or modify/close existing accounts as necessary
Assist with managing the accounts receivable ledger and ensure all payments are accounted for and properly posted


Customer Service:

Respond to inquiries from customers and internal departments regarding invoice requests, payment postings and account statuses
Investigate and resolve issues related to misapplied payments or discrepancies
Process Improvement:
Documentation and Reporting:
Maintain accurate records of all cash postings and reconciliations
Prepare reports on cash posting activities and present findings to management
Ensure compliance with company policies and regulatory requirements
To perform other duties assigned within scope of practice


LEADERSHIP & TEAM REACH

Understand and live our Core Values
Work as a part of the Treasury team, ensuring internal and external customer needs are always managed with an emphasis on customer service


SKILLS & QUALIFICATIONS

Proficiency in Microsoft Excel and financial management software (e.g., SAP, Oracle)
Excellent analytical and problem-solving skills
Strong attention to detail and organizational skills
Effective communication and interpersonal skills
Customer service oriented
Ability to work independently and as part of a team
This position utilizes computerized accounting software programs (DM2, Salesforce, SharePoint, Excel, Word) to perform duties and responsibilities


PHYSICAL & MENTAL DEMANDS

Operates in a professional office environment.
Regularly required to stand, walk, sit for long periods of time, talk, and hear.
Repeating motions that may include the wrists, hands and/or fingers, with the ability to reach with hands and arms.
This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.


COMPANY OFFERED BENEFITS

As Christensen continues to fuel exponential growth, we pursue to offer a diverse portfolio of benefits coupled with our compensation and bonus incentive programs. A few elements of our benefit programs include:
Health Insurance Benefits:
+ Medical, Dental, Vision, plus Ancillary Plans. + Flexible Spending Accounts for Health and Dependent Care, and Health Savings Accounts. + Company provided long term disability and up to $50,000 of life insurance.
401(k) plan with a generous company contribution.
Paid time off in addition to 7 company paid holidays.
Parental Leave Program.
Employee Assistance Program.
Employee Recognition Program.
Employee Referral Bonus Program.

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