Senior Accounts Receivable Analyst
PlaidPosted 3/21/2025
Senior Accounts Receivable Analyst
Plaid
Job Location
Salary Range
102k - 138k USD / YEAR
Job Summary
We are seeking a Senior Accounts Receivable Analyst to join our team at Plaid, a high-growth financial services technology company. As an Accounts Receivable Associate/Senior Associate, you will play a critical role in managing incoming payments and maintaining cash flow. You will oversee the collections process, communicate with customers to resolve outstanding invoices, and ensure accurate financial reporting. Your work will directly contribute to minimizing bad debt and optimizing the efficiency of AR processes. We value strong analytical skills, proficiency in NetSuite and Excel, and an ability to develop working relationships with cross-functional partners. With a comprehensive benefit plan and competitive compensation package, Plaid is an ideal place for someone looking to grow their career in accounting.
Job Description
We are the Accounting team at Plaid, a high-growth financial services technology company. Our mission is to ensure accurate financial reporting, maintain strong cash flow management, and support the company’s growth with scalable and efficient processes. The Accounts Receivable team plays a crucial role in managing incoming payments, overseeing collections, and maintaining positive customer relationships while minimizing bad debt. We focus on optimizing AR processes through automation and data-driven decision-making to enhance accuracy, efficiency, and compliance. Our goal is to support Plaid’s growth by ensuring a healthy cash flow and strong financial controls.
As an Accounts Receivable Associate/Senior Associate at Plaid, you will play a critical role in managing the company’s incoming payments and maintaining cash flow. You will oversee the collections process, communicate with customers to resolve outstanding invoices, and ensure accurate financial reporting. Your work will directly contribute to minimizing bad debt and optimizing the efficiency of AR processes. Additionally, you will support automation initiatives to enhance accuracy and streamline workflows. This role is ideal for someone with a strong understanding of AR processes, proficiency in NetSuite and Excel, and an analytical mindset. You will work closely with internal teams and external customers to drive improvements in cash flow management and reporting. The ideal candidate for this role will develop strong working relationships with cross-functional partners and be customer-obsessed.
Responsibilities
- Manage Collections: Oversee the collection process for past-due invoices, ensuring timely follow-ups with customers to resolve outstanding balances.
- Monitor Aging Reports: Regularly review AR aging reports, investigate discrepancies, and take proactive steps to address overdue accounts.
- Support Financial Reporting: Assist in AR reserve calculations and provide flux commentary for financial close processes.
- Customer Communication: Maintain positive relationships with customers while ensuring compliance with payment terms.
- Process Optimization & Automation: Identify opportunities for process improvements and contribute to automation initiatives to enhance efficiency and accuracy.
- Compliance & Reporting: Ensure AR processes align with compliance requirements and contribute to internal and external reporting needs.
Qualifications
- 4+ years of experience in accounting. Public accounting is a plus
- Bachelor’s degree in accounting or related field
- Self-starter with outstanding analytical, organizational, and problem-solving skills
- Ability to manage time effectively under tight deadlines and take ownership of work product
- Experience working in a high-growth environment
- Ability to work independently and as part of a team
- Experience with NetSuite
- High proficiency in Microsoft Excel and experience in automation / SQL / Python a plus
$101,520 - $138,240 a year
Target base salary for this role is between $101,520 and $138,240 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
