Accounts Receivable Analyst - Hybrid (Atlanta, GA)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity:

Summary

The Accounts Receivable Analyst will be responsible for preparing accounts receivables estimates, tracking and resolving outstanding payment issues, supporting the collection efforts for the retirement and wealth business, and assisting with month-end close tasks.

The applicant should display a positive and proactive attitude, strong organizational skills, the ability to prioritize and multitask and be a strong communicator, both verbal and written, as he or she will frequently deal with various levels of management.

Essential Duties and Responsibilities:

• Prepare accounts receivables estimates and explanations for variances

• Review commission history to reconcile payment and billing dates

• Identify and troubleshoot potential billing challenges to assist in the timely and accurate collection of outstanding receivables

• Support the collections efforts for the retirement and wealth business outstanding receivables

• Audit books of business under management to ensure all cases are receiving commissions

• Document payment cycles, billing cycles, and error reports to assist with revenue tracking and account maintenance

• Handle inquiries from acquisitions, partnerships or internal producers and advisors

• Routinely run administrative reports and analyze for inconsistencies

• Identify discrepancies from reports and communicate with the appropriate internal department

• Ad hoc reporting and special projects

• Additional responsibilities assigned by management

Qualifications, Skills and Requirements:

• Strong analytic skills, attention to detail, accuracy, and follow-through

• Demonstrated ability to identify issues in payment trends, analyze issues and determine appropriate solutions/resolve

• Ability to multi-task and thrive in a fast-paced environment.

• Excellent verbal and written communications skills

• Strong customer service skills

• Excellent problem-solving skills

• Ability to meet strict deadlines

Education, Training and Experience:

• Bachelor's degree in Accounting, Finance, or related area

• Expert level of proficiency with Microsoft Excel including vlookups and pivot tables

• Experience with Microsoft Dynamics D365 and Workday preferred

• 1-3 years of experience in a similar financial position

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!