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Accounts Receivable Accountant

Company: Envestnet
Location: San Mateo
Posted on: January 6, 2022

Job Description:

DescriptionEnvestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs. Envestnet is headquartered in Chicago.Envestnet Yodlee is seeking a talented and passionate Accounts Receivable Accountant to join the Revenue Accounting Team. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.Job Responsibilities: Through daily collections calls, manage all customer interactions related to billing, including responding to customer billing questions and following up with accounts with past due balances Partner with customers and internal teams to resolve any payment disputes or delays involving reported product issues Provide weekly and monthly reporting on activities, delinquent customers and payments to Finance and Accounting teams Daily cash application Perform reconciliations of accounts of ownership monthly and assist in the preparation of the quarterly reporting requirements related to A/R Charge credit cards for applicable customers Perform the quarterly Current Expected Credit Losses (CECL) calculations and related journal entries Collaborate with various other Revenue Team members to ensure the team's monthly activities are on schedule Effectively communicate and negotiate with customers relating to their non-payment status in a professional mannerMust Have:Preferably a Bachelor's degree in Accounting or FinanceStrong Excel skills (pivots, lookups, ability to work with large files, etc.)1-2 years relevant experience in Accounts Receivable and Collections preferredTeam oriented and confident in dealing with people at all levels within the organization, including parties outside of FinanceAbility to recognize problems independently, gather data, draw valid conclusions, and effectively present information to managers, peers, and other organizations within the CompanyAbility to work effectively with a wide variety of people; strong communication skills, both written and oral, including contract interpretations Experience with Oracle ERP a plusApplicants must be legally authorized to work in the United States at the time of application and not require employment visa sponsorship in the futureWhy Choose Envestnet: Be a member of a leading financial services and products innovation company Competitive Compensation/Total Reward Packages that include:Health Benefits (Health/Dental/Vision)Paid Time Off (PTO) & Volunteer Time Off (VTO)401K - Company MatchAnnual Bonus IncentiveTuition Reimbursement Working on global projects with team members all over the world! Opportunity to work with top tiered clients, global 500 companies and startups Work with diverse, energetic, team members who respect each other and celebrate differences The best work location with unlimited snacks!Envestnet is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.#LI-MZ1

Keywords: Envestnet, San Mateo , Accounts Receivable Accountant, Accounting, Auditing , San Mateo, California

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