Job details

Senior Accounts Receivable Analyst

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We are the Accounting team at Plaid, a high-growth financial services technology company. Our mission is to ensure accurate financial reporting, maintain strong cash flow management, and support the company’s growth with scalable and efficient processes. The Accounts Receivable team plays a crucial role in managing incoming payments, overseeing collections, and maintaining positive customer relationships while minimizing bad debt. We focus on optimizing AR processes through automation and data-driven decision-making to enhance accuracy, efficiency, and compliance. Our goal is to support Plaid’s growth by ensuring a healthy cash flow and strong financial controls.

As an Accounts Receivable Associate/Senior Associate at Plaid, you will play a critical role in managing the company’s incoming payments and maintaining cash flow. You will oversee the collections process, communicate with customers to resolve outstanding invoices, and ensure accurate financial reporting. Your work will directly contribute to minimizing bad debt and optimizing the efficiency of AR processes. Additionally, you will support automation initiatives to enhance accuracy and streamline workflows. This role is ideal for someone with a strong understanding of AR processes, proficiency in NetSuite and Excel, and an analytical mindset. You will work closely with internal teams and external customers to drive improvements in cash flow management and reporting. The ideal candidate for this role will develop strong working relationships with cross-functional partners and be customer-obsessed.

Responsibilities

Manage Collections: Oversee the collection process for past-due invoices, ensuring timely follow-ups with customers to resolve outstanding balances.
Monitor Aging Reports: Regularly review AR aging reports, investigate discrepancies, and take proactive steps to address overdue accounts.
Support Financial Reporting: Assist in AR reserve calculations and provide flux commentary for financial close processes.
Customer Communication: Maintain positive relationships with customers while ensuring compliance with payment terms.
Process Optimization & Automation: Identify opportunities for process improvements and contribute to automation initiatives to enhance efficiency and accuracy.
Compliance & Reporting: Ensure AR processes align with compliance requirements and contribute to internal and external reporting needs.

Qualifications

4+ years of experience in accounting. Public accounting is a plus
Bachelor’s degree in accounting or related field
Self-starter with outstanding analytical, organizational, and problem-solving skills
Ability to manage time effectively under tight deadlines and take ownership of work product
Experience working in a high-growth environment
Ability to work independently and as part of a team
Experience with NetSuite
High proficiency in Microsoft Excel and experience in automation / SQL / Python a plus

$101,520 - $138,240 a year

Target base salary for this role is between $101,520 and $138,240 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Plaid Glassdoor Company Review

4.2

Plaid DE&I Review

No rating

CEO of Plaid

Zach Perret

Approve of CEO

Average salary estimate

$119880 / YEARLY (est.)

min

max

$101520K

$138240K

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What You Should Know About Senior Accounts Receivable Analyst, Plaid

At Plaid, we're on a mission to redefine the financial landscape, and as a Senior Accounts Receivable Analyst, you'll be at the center of it all. Join our dynamic Accounting team in the United States, where your expertise will help ensure accurate financial reporting and maintain robust cash flow management. Your role is pivotal as you oversee incoming payments and the collections process while nurturing solid relationships with our customers. We're all about efficiency, so you'll be utilizing your skills in NetSuite and Excel to streamline accounts receivable processes. Don't worry; if you're a self-starter with a knack for analytics and you're ready to drive improvements through automation, you're exactly who we want! In this role, you will actively review aging reports, tackle discrepancies, and make sure we uphold compliance in all processes. You'll be communicating regularly with customers, making sure they are satisfied and aligned with our payment terms. Plus, your insights will influence our financial reporting, making your work crucial to our growth. Your ability to work independently and collaboratively will set you apart as you engage with both internal teams and external partners. If you’re eager to impact how we manage cash flow and ensure compliance, we invite you to apply and become part of Plaid's exciting journey!

Frequently Asked Questions (FAQs) for Senior Accounts Receivable Analyst Role at Plaid

What are the primary responsibilities of a Senior Accounts Receivable Analyst at Plaid?

As a Senior Accounts Receivable Analyst at Plaid, your main responsibilities will include managing the collections process for past-due invoices, monitoring aging reports, and supporting financial reporting processes. You will need to build enduring relationships with customers while ensuring compliance with payment terms and working towards process optimization through automation initiatives.