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AR & Billing Analyst

AR & Billing Analyst

CompanySun Life
LocationSilver Spring, MD, USA, Baltimore, MD, USA
Salary$61500 – $92300
TypeFull-Time
DegreesAssociate’s
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Associates Degree in Finance or Accounting or relevant prior experience
  • Proficient user of Microsoft Excel
  • A team player with a sense of accountability and responsibility
  • Ability to organize, prioritize, delegate and escalate when required
  • Well developed analytical, problem solving and troubleshooting skills
  • Strong attention to detail

Responsibilities

  • Lead AR/Billing SME for all New Business Implementations (NBI’s)
  • Track, monitor status and complete subledger AR financial reconciliations, successfully ensuring all financial transactions are accurate and approved accordingly
  • Collaborate with 820 Payment Analyst on reconciliation issues, including assisting to identify root cause and ultimate reconciliation and resolution
  • Critical lead for AR communications across internal organizations and Clients to ensure open issues are being researched/addressed timely
  • Identify roadblocks impacting implementations and reconciliations and engage appropriate partners and/or leadership to address and resolve
  • Liaison with Accounting, FP&A and Client Engagement leadership to ensure potential financial impacts are proactively communicated so they can be accounted for monthly
  • Support Bad Debt Reserve process monthly, ensuring proper reserves are created against open balances
  • Participate with testing needs for client implementations along with supporting internal system upgrades/implementations ensuring full end to end testing is performed successfully and timely
  • Track data and provide monthly AR/Billing reporting and analysis
  • Proactively evaluate processes, reports, and tools for continuous improvement opportunities, such as creating templates and structured workflows
  • Participate in training and share Finance Operations SME expertise to internal and cross functional teams
  • Provides backup support to the AR/Billing team
  • Supports all audit requests
  • Assist in other AR/Billing finance projects as needed

Preferred Qualifications

  • Bachelors Degree in Finance or Accounting preferred