Pinnacle Group exists to connect people with opportunity. For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and giving back to the communities in which we live and work. We are a leading workforce solutions company supporting the talent needs of global leaders in financial services, technology, communications, utilities, and transportation and we are one of the largest women and minority-owned companies in our industry. Our team of service-driven, energetic, and diverse professionals is well-respected in our industry and our leadership team is aligned and focused on taking the company to the next level. If you're looking for a new opportunity where you can truly make a difference, we hope you'll apply for a position with us.
Job Summary
Summary
The Accounts Receivable Analyst is responsible for the delivery of key AR tasks and processes, including customer billing, payment application/reconciliation, auditing, researching, and resolving discrepancies, and collection of past due receivables. This position requires timely and accurate completion of detailed tasks in a fast-paced and dynamic environment.
The ideal candidate will be able to learn Pinnacle’s Accounts Receivable process and system design and over time be able to assist with design and solution testing for new customer A/R setup and operational processes.
Basic Function:
Process– Create and send invoices to clients following different invoice cycles and methods. Manage high volume receivables, administer all cash, and check deposits on an everyday basis and reconcile payments. Actively manage collections to reduce outstanding past due balances.
Audit & Compliance – Periodically (weekly/bi-weekly/monthly) audit invoice data to ensure billing accuracy. Take proactive approach to identify and mitigate errors that could lead to collection risks. Ensure compliance with client contractual requirements, Pinnacle Group policies and relevant legal and regulatory requirements, including process controls and reporting. Periodically review existing process SOPs and recommend updates/enhancements.
A/R Process SME – Become a SME in company’s A/R operational processes, design, and system setup for existing customers. Assist in designing, configuring, and solution testing for new customer’s A/R operational processes as well as stabilization of the solution.
Customer Service – Create a service-focused team culture that delivers an excellent experience to clients, internal departments as well as other external parties. Monitor DeskPro tickets and respond to client inquiries in a timely manner. Develop effective working relationships across all department and organization.
Reporting, SLAs & KPIs – Provide timely, reliable, and accurate reporting on AR Aging, DSO, details on past due balances, any ad hoc reports requested by internal and external parties. Ensure attainment of all and client SLAs and KPIs
Technology Footprint – Administer various key technologies used in the accounts receivable processes such as – Workday, eRecruit, Access Database, SQL, etc.
Project Mgmt. – Lead special projects as assigned or necessary to enhance overall AR efficiency
Qualifications
Qualifications:
Bachelor’s degree in Accounting, Finance, Business, or related analytical majors.
4+ years of prior work experience in Accounts Receivable or Accounting field.
Knowledge of basic accounting principles and functions, and understanding of US GAAP
Microsoft Excel proficiency to include pivot tables, V-lookups, charts, data breakdown, summary, & analysis
Intermediary to advanced MS Excel, MS Access, and SQL skills is a plus
Work Behavior:
Ability to work independently while exercising good judgment, especially amid ambiguity
Self-starter who strives for continuous improvement, excellence and exceed expectation
Highly organized, detail-oriented, and able to communicate effectively both written and verbally
Ability to gather, analyze and interpret data, and resolve issues in a timely and effective matter.
Working Conditions
Fast- paced, deadline driven environment – can be long hours on projects when needed – general expectation is 40 -50 hours per week
Very high-performance expectation environment with high degree of accuracy and attention to detail needed
Work Collaboration across teams and departments
Skills Required
- Bachelor's degree in Accounting, Finance, Business, or related analytical major
- 4+ years of prior work experience in Accounts Receivable or Accounting
- Knowledge of basic accounting principles and understanding of US GAAP
- Proficiency in Microsoft Excel including pivot tables, VLOOKUP, charts, and data analysis
- Experience administering Workday and eRecruit or similar AR/HR systems
- Experience with MS Access and SQL (intermediate to advanced)
- Experience in customer billing, payment application, reconciliation, collections, and AR audits
- Strong organization, attention to detail, effective written and verbal communication, and ability to work independently
Pinnacle Group, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Pinnacle Group, Inc. and has not been reviewed or approved by Pinnacle Group, Inc..
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Fair & Transparent Compensation — Pay is considered market-aligned in select specialized roles and certain high-cost markets. Some roles cite solid base pay that meets expectations when aligned to strong client programs.
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Pay Growth & Progression — Performance-based raises and higher rates for select assignments are described in certain roles. Advancement opportunities and earnings can improve when placed on strong client accounts.
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Inclusive Benefits Coverage — Access to medical, dental, vision, and a 401(k) is extended to W‑2 consultants as well as internal staff. Employer-of-record programs emphasize providing the full benefits suite to payrolled workers.
Pinnacle Group, Inc. Insights
What We Do
Pinnacle Group is a leading provider of information technology and workforce solutions. Pinnacle Group includes Pinnacle Technical Resources, Inc., its flagship information technology staffing and consulting services provider; Pinnacle MSP, a managed services provider; Pinnacle Payrolling, a payrolling and independent contractor compliance provider; Pinnacle Canada, which provides staffing, MSP and payrolling services in Canada. Pinnacle Group has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit http://www.pinnacle1.com Apply online now at http://www.pinnacle1.com/careers/
