Senior AP/AR Analyst

As a Senior AP/AR Analyst at Sojern, your main responsibilities include day-to-day accounts payable operations, vendor onboarding, invoice processing, and payment applications. You'll also be essential in supporting month-end processes through journal entries and account reconciliations. Furthermore, collaborating effectively with various stakeholders is a key part of the role, ensuring smooth operations across the finance departments.

Sojern seeks candidates with a Bachelor's Degree in accounting or finance and at least 5 years of relevant experience in AP/AR. A strong understanding of U.S. GAAP, advanced Excel skills, and familiarity with accounting software like NetSuite or Tipalti are also highly valued. Strong communication skills and the ability to manage sensitive information discreetly are critical for success in this role.

The Senior AP/AR Analyst at Sojern plays a pivotal role in team collaboration by working closely with the Disbursements and Billing teams. You will regularly engage with various stakeholders to ensure operational efficiency and accuracy, and your contributions will help create a cohesive financial operation that supports the overall business objectives.

At Sojern, a Senior AP/AR Analyst has various avenues for growth. The company promotes learning and development through stipends and mentorship programs, which can enhance your skills and career trajectory. Being part of a rapidly growing company also presents opportunities to take on new challenges and evolve your role within the team.

Sojern is a fantastic workplace for a Senior AP/AR Analyst due to its commitment to employee well-being, flexibility, and growth. With competitive compensation, professional development programs, and a culture that prioritizes connections and inclusivity, Sojern fosters an environment where employees can thrive and impact both the company and their professional paths positively.

In my previous roles, I worked extensively with AP and AR processes, including vendor onboarding, invoice approvals, and payment applications. I typically utilized systems like NetSuite to manage these transactions efficiently, ensuring accurate records and timely payments while adhering to company policies.

I prioritize tasks in a fast-paced environment by using a clear system that categorizes tasks based on urgency and importance. For example, I focus first on time-sensitive payments and reconciliations for month-end close, while also allocating time for regular follow-ups with teams about ongoing processes.

In a previous role, I observed that our invoice processing was taking far too long due to manual data entry. I proposed implementing an automated invoicing system that integrated with our existing finance software, which led to a 30% increase in processing efficiency.

I am proficient in various finance tools, with advanced skills in Excel for complex reporting and analysis. Additionally, I have experience with accounting software such as NetSuite and Tipalti, as well as managing customer payments through banking platforms, which I believe will support my role well at Sojern.

Handling sensitive financial information requires a high level of discretion and professionalism. I ensure that I follow company policies regarding confidentiality, use secure methods for data storage and transmission, and limit sharing information to only those who need access.

During month-end close, I've been responsible for preparing journal entries, conducting account reconciliations, and supporting audits. I ensure all transactions are accurately reflected in financial statements, and I work collaboratively with colleagues to resolve any discrepancies promptly.

Maintaining effective communication involves regular updates, checking in on outstanding issues, and being proactive in reaching out for clarifications. I often use tools like Slack and email to ensure that everyone is informed and on the same page regarding financial activities.

I approach training with a structured plan that includes an overview of our processes, hands-on demonstrations, and a shadowing period. This ensures that new team members feel supported and have the confidence to ask questions as they learn.

In my previous same role, I frequently handled customer payment issues by researching payment discrepancies, contacting customers to rectify unapplied payments, and ensuring timely resolutions. This not only fostered customer satisfaction but also helped maintain accurate accounts receivable records.

I am motivated by the challenge of ensuring financial accuracy and efficiency. The AP and AR sectors require keen attention to detail, and I enjoy the problem-solving aspects that come with reconciling data and optimizing processes, knowing that it significantly impacts the organization’s financial health.