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Accounts Receivable Associate
Company | Yodlee |
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Location | Denver, CO, USA |
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Salary | $44000 – $73000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Junior, Mid Level |
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Requirements
- High School Diploma or GED equivalent required.
- College level accounting classes or Accounting Degree strongly preferred.
- 2 years of accounting experience strongly preferred.
- Experience with large Financial ERP (SAP, Oracle, etc.) preferred.
- Technical and operational knowledge of U.S. GAAP.
- Familiarity with SOX compliance requirements and experience in interacting with external auditors.
- Ability to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills.
- Demonstrate initiative, work well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement.
- Have a high degree of organization, accuracy, and attention to detail.
- Proficient in Microsoft Office software tools, with excellent technological, analytical, and communication skills, particularly in professional business writing.
Responsibilities
- Create invoices and credit memos accurately.
- Communicate with customers to facilitate collections and follow up on outstanding payments.
- Complete daily cash receipts and cash application.
- Prepare journal entries and reconcile balance sheet accounts.
- Assist in maintaining customer records, including creating new accounts and updating customer information.
- Oversee customer accounts, including resolving disputes and addressing inquiries.
- Monitor accounts for credit balances (misapplied cash and credit memos) and resolve discrepancies through thorough research and resolution processing.
- Proactively identify areas for process improvement and assist in establishing and maintaining policies and procedures.
- Collaborate and update team members to ensure close activities are on schedule.
- Assist with the preparation or review of SOX and substantive audit support as requested by the internal and external audit teams.
- Assist in ad hoc projects in relation to month-end, quarter-end, or year-end processes and procedures.
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
- As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Preferred Qualifications
- Experience with large Financial ERP (SAP, Oracle, etc.) preferred.
- College level accounting classes or Accounting Degree strongly preferred.