Collections Specialist at Cargomatic

<p data-start="291" data-end="394"><strong data-start="291" data-end="346">Collections Specialist</strong></p> <p data-start="291" data-end="394"><strong data-start="291" data-end="346">Accounts Receivable Customer Reconciliation Analyst</strong><br data-start="346" data-end="349"><em data-start="349" data-end="366">Cargomatic Inc.</em><br data-start="366" data-end="369"><em data-start="369" data-end="392">Location: San Francisco, CA / Chicago, IL</em></p> <p data-start="396" data-end="743"><strong data-start="396" data-end="408">About Us</strong><br data-start="408" data-end="411">Cargomatic is a technology-driven logistics provider connecting shippers and carriers through a modern, efficient, and environmentally friendly platform. With over 500 employees nationwide and a growing network of freight subsidiaries, we are committed to innovation, customer success, and creating a dynamic, inclusive workplace.</p> <p data-start="745" data-end="1141"><strong data-start="745" data-end="762">Role Overview</strong><br data-start="762" data-end="765">We are seeking an <strong data-start="783" data-end="843">Accounts Receivable (AR) Customer Reconciliation Analyst</strong> to join our San Francisco-based Finance team. This role is essential in reconciling high-volume customer accounts, analyzing variances, and ensuring accuracy of account balances. The ideal candidate will be detail-oriented, confident, and highly analytical with strong Excel and reconciliation skills.</p> <p data-start="1143" data-end="1169"><strong data-start="1143" data-end="1167">Key Responsibilities</strong></p> <ul data-start="1170" data-end="1817"> <li data-start="1170" data-end="1272"> <p data-start="1172" data-end="1272">Review and research a high volume of transactions, documenting issues and identifying root causes.</p> </li> <li data-start="1273" data-end="1363"> <p data-start="1275" data-end="1363">Perform weekly and month-end reconciliations and roll-forward analysis on AR accounts.</p> </li> <li data-start="1364" data-end="1458"> <p data-start="1366" data-end="1458">Partner with operations and customers to clear <strong data-start="1413" data-end="1455">short/over payments and unapplied cash</strong>.</p> </li> <li data-start="1459" data-end="1548"> <p data-start="1461" data-end="1548">Prepare and process <strong data-start="1481" data-end="1504">account adjustments</strong> and ensure accuracy of financial records.</p> </li> <li data-start="1549" data-end="1662"> <p data-start="1551" data-end="1662">Utilize <strong data-start="1559" data-end="1584">advanced Excel skills</strong> (pivot tables, macros, VBA, Power Query) for reconciliations and reporting.</p> </li> <li data-start="1663" data-end="1753"> <p data-start="1665" data-end="1753">Collaborate with internal teams to improve invoicing, reporting, and process controls.</p> </li> <li data-start="1754" data-end="1817"> <p data-start="1756" data-end="1817">Provide excellent customer service on AR account inquiries.</p> </li> </ul> <p data-start="1819" data-end="1839"><strong data-start="1819" data-end="1837">Qualifications</strong></p> <ul data-start="1840" data-end="2247"> <li data-start="1840" data-end="1916"> <p data-start="1842" data-end="1916">Bachelor’s or Associate Degree in Accounting, Finance, or related field.</p> </li> <li data-start="1917" data-end="2013"> <p data-start="1919" data-end="2013">3+ years of AR, reconciliation, or collections experience (transportation/logistics a plus).</p> </li> <li data-start="2014" data-end="2079"> <p data-start="2016" data-end="2079">Strong Excel skills (pivot tables, macros, VBA, Power Query).</p> </li> <li data-start="2080" data-end="2172"> <p data-start="2082" data-end="2172">Experience in <strong data-start="2096" data-end="2139">account reconciliations and collections</strong> for large or complex accounts.</p> </li> <li data-start="2173" data-end="2247"> <p data-start="2175" data-end="2247">Detail-oriented, with strong problem-solving and communication skills.</p> </li> </ul> <p data-start="2249" data-end="2268"><strong data-start="2249" data-end="2266">What We Offer</strong></p> <ul data-start="2269" data-end="2470"> <li data-start="2269" data-end="2332"> <p data-start="2271" data-end="2332">Competitive pay: <strong data-start="2288" data-end="2314">$70,000 – $80,000/year</strong>.</p> </li> <li data-start="2333" data-end="2375"> <p data-start="2335" data-end="2375">Medical, dental, and vision insurance.</p> </li> <li data-start="2376" data-end="2393"> <p data-start="2378" data-end="2393">Flexible PTO.</p> </li> <li data-start="2394" data-end="2470"> <p data-start="2396" data-end="2470">Opportunities for career growth in a <strong data-start="2433" data-end="2467">fast-scaling logistics company</strong>.</p> </li> </ul>