Evans Transportation Services
AR Analyst (Tech-Savvy)
Evans Transportation Services, Delafield, Wisconsin, United States, 53018
Position Overview
The Accounts Receivable Analyst plays a key role in driving accuracy, efficiency, and innovation within the accounts receivable process. This position focuses less on traditional collections and more on leveraging technology, data analysis, (Excel/Macros) to streamline AR workflows, enhance reporting accuracy, and improve visibility into payment trends and performance.
The ideal candidate is highly analytical, detail-oriented, and technologically adept, with advanced skills in Microsoft Excel (including pivot tables, formulas, and macros). A strong technical mindset and eagerness to optimize processes are essential to this role.
Key Responsibilities Maintain and analyze the AR aging report for approximately 100-150 customer accounts; identify trends, variances, and risk areas. Build and maintain automated Excel models, macros, and dashboards to improve AR visibility, reporting accuracy, and workflow efficiency. Collaborate with internal teams (Billing, Operations, Accounting, and Sales) to resolve discrepancies, disputes, or delayed payments. Monitor customer payment activity through multiple portals; verify invoice submissions, review dispute statuses, and track open balances. Support collection efforts by communicating professionally with customers to ensure timely payments and resolve outstanding issues. Partner with management to identify accounts exceeding credit insurance limits and recommend escalation actions when appropriate. Prepare and present monthly AR analytics, including uncollectible trends, write-off recommendations, and performance metrics. Assist in continuous improvement initiatives by identifying automation or process enhancement opportunities. Perform other related duties and special projects assigned. Requirements
Qualifications
Required Skills & Experience
Exceptional technical proficiency in Microsoft Excel, including formulas, pivot tables, lookups, conditional formatting, and macro creation. Strong analytical and problem-solving skills with a data-driven mindset. Ability to quickly learn new systems, tools, and customer payment portals. Excellent communication skills (verbal and written); able to interact professionally with customers and internal teams. Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment. Self-motivated, curious, and process-oriented - passionate about using technology to create efficiencies. Ability to work in-office 4-5 days per week. Preferred Experience
1-2 years of Accounts Receivable, Accounting, or Data/Financial Analysis experience (not required). Exposure to transportation, logistics, or manufacturing industries is a plus. Experience using ERP or accounting systems (e.g., NetSuite, Great Plains, SAP, or similar). Associate or bachelor's degree in accounting, Finance, Business, or a related field, or equivalent work experience Technology & Tools
Microsoft Office Suite (Excel - Advanced required; Word, Outlook, PowerPoint - Intermediate) Familiarity with data visualization tools (Power BI, Tableau, or similar) a plus. Experience with automation tools or scripting (e.g., VBA, Power Query) preferred.
An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.
The above list reflects the general details necessary to describe the principle and essential functions of the position and shall not be construed as the only duties that may be assigned for the position.
Salary Description
50,000-60,000
The Accounts Receivable Analyst plays a key role in driving accuracy, efficiency, and innovation within the accounts receivable process. This position focuses less on traditional collections and more on leveraging technology, data analysis, (Excel/Macros) to streamline AR workflows, enhance reporting accuracy, and improve visibility into payment trends and performance.
The ideal candidate is highly analytical, detail-oriented, and technologically adept, with advanced skills in Microsoft Excel (including pivot tables, formulas, and macros). A strong technical mindset and eagerness to optimize processes are essential to this role.
Key Responsibilities Maintain and analyze the AR aging report for approximately 100-150 customer accounts; identify trends, variances, and risk areas. Build and maintain automated Excel models, macros, and dashboards to improve AR visibility, reporting accuracy, and workflow efficiency. Collaborate with internal teams (Billing, Operations, Accounting, and Sales) to resolve discrepancies, disputes, or delayed payments. Monitor customer payment activity through multiple portals; verify invoice submissions, review dispute statuses, and track open balances. Support collection efforts by communicating professionally with customers to ensure timely payments and resolve outstanding issues. Partner with management to identify accounts exceeding credit insurance limits and recommend escalation actions when appropriate. Prepare and present monthly AR analytics, including uncollectible trends, write-off recommendations, and performance metrics. Assist in continuous improvement initiatives by identifying automation or process enhancement opportunities. Perform other related duties and special projects assigned. Requirements
Qualifications
Required Skills & Experience
Exceptional technical proficiency in Microsoft Excel, including formulas, pivot tables, lookups, conditional formatting, and macro creation. Strong analytical and problem-solving skills with a data-driven mindset. Ability to quickly learn new systems, tools, and customer payment portals. Excellent communication skills (verbal and written); able to interact professionally with customers and internal teams. Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment. Self-motivated, curious, and process-oriented - passionate about using technology to create efficiencies. Ability to work in-office 4-5 days per week. Preferred Experience
1-2 years of Accounts Receivable, Accounting, or Data/Financial Analysis experience (not required). Exposure to transportation, logistics, or manufacturing industries is a plus. Experience using ERP or accounting systems (e.g., NetSuite, Great Plains, SAP, or similar). Associate or bachelor's degree in accounting, Finance, Business, or a related field, or equivalent work experience Technology & Tools
Microsoft Office Suite (Excel - Advanced required; Word, Outlook, PowerPoint - Intermediate) Familiarity with data visualization tools (Power BI, Tableau, or similar) a plus. Experience with automation tools or scripting (e.g., VBA, Power Query) preferred.
An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.
The above list reflects the general details necessary to describe the principle and essential functions of the position and shall not be construed as the only duties that may be assigned for the position.
Salary Description
50,000-60,000