Financial Analyst

About This Role

• The primary responsibilities for this role will include, but are not limited to: Supports collections operations by monitoring customer accounts, aging balances, payment activity, disputes, and unapplied cash to help drive timely collections and reduce overdue exposure.
• Performs account reconciliations, analyzes payment trends, researches deductions and disputes, and provides variance explanations to support cash flow objectives and operational reporting.
• Maintains accurate collections records, customer communications, and account status updates while partnering with internal stakeholders and customers to resolve billing, payment, and dispute issues.
• Assists with forecast inputs by tracking expected customer payments, open disputes, and collection risks impacting short-term cash flow visibility.
• Prepares and maintains operational reports, trackers, and portfolio summaries related to collections performance, aging, dispute status, and account health.
• Supports month-end and quarter-end activities by ensuring account balances, payment applications, and collection updates are properly reflected in reporting tools and systems.
• Identifies process gaps and improvement opportunities within daily collections activities and supports automation, standardization, and operational efficiency initiatives.
• Escalates critical issues, aging risks, and customer concerns to leadership when necessary and supports ad hoc analysis and reporting requests that assist leadership decision making.