Analyst - Accounts Receivable
Energy Transfer
- Dallas, TX
- Permanent
- Full-time
- Evaluates outstanding balances of customer accounts to determine best course of action.
- Actions may involve directly contacting customers to inquire as to non-payment of past due items and/or resolving differences between customer data and Energy Transfer data.
- Determines collectability of past due items. If a receivable is deemed to be uncollectable, the A/R Analyst presents the recommendation to management and the decision is made whether or not to write-off the uncollectable item.
- Contact customers to receive payment detail when necessary.
- Apply any credit memos to associated invoices.
- Confer with Plant Accounting to reconcile aged items in customer accounts.
- Contact customers regarding late payments, inquiring as to payment status. Forward missing invoices to customers.
- Create check requests for returning overpayments.
- Work with Plant Accounting regarding possible netting of A/P against A/R.
- Submit semi-monthly aging report to management containing comments for items over 60 days. Report is reviewed by VP and Controller, Assistant Controller - Midstream, Manager - Accounts Receivable, and Plant Accounting management.
- Conduct A/R meetings twice monthly. Discuss with management and staff as to status of customer collections per A/R Aging reports
- Perform any follow-up duties as addressed in meetings.
- Prepare monthly A/R recon reports, identifying and explaining significant outstanding items.
- Other duties as needed.
Education and/or Experience, Knowledge, Skills & Abilities:
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below:
- SAP knowledge a plus.
- Bachelor’s Degree
- Minimum of 2 to 5 years of work experience in accounting or accounts receivable
- Sound understanding of accounting practices and principles
- Strong written and verbal communication skills.
- Ability to work under pressure and in a fast-paced environment
- Strong analytical and problem solving skills.
- Proficient in use of Excel and Word.
- Flexibility to work overtime during peak periods.
- Must adhere to the highest standards of ethical behavior when carrying out job responsibilities.
- Highly motivated and team-oriented individual.
- Detail-oriented and strong analytical skills.
- Excellent organization skills.
- Ability to work with minimal supervision.
- Ability to work in multiple systems