Accounting Operations Analyst

Accounting Operations Analyst Heritage Petroleum, LLC - 3.1 Evansville, IN Job Details Full-time 1 day ago Benefits Health savings account Health insurance Dental insurance Paid time off Employee assistance program Vision insurance 401(k) matching Flexible schedule Life insurance Referral program Qualifications Cash flow management Business financial process improvement Accounts receivable Managing customer accounts Financial close processing Teamwork Microsoft Excel Financial data reconciliation Customer relationship building Billing software Automation Credit risk assessment Bachelor's degree in finance Bachelor's degree in business NetSuite Financial management report preparation Mid-level Client relationship development Finance Key Performance Indicators Analysis skills Bachelor's degree Continuous improvement Debt collection payment plan Accounting Accounting and finance experience Cash management Adaptability Bachelor's degree in accounting Analytical thinking Financial audit support Cross-functional collaboration Business Month-end close Debt collection negotiation 2 years Accounting Communication skills Cross-functional communication Credit analysis Excel data analysis Full Job Description

POSITION SUMMARY

: Plays a critical role in optimizing cash flow, customer experience, and financial accuracy across the order-to-cash cycle. This position is designed for a high performing, results driven professional who thrives in a dynamic environment and is eager to develop a comprehensive understanding of accounts receivable operations, credit risk management, and customer financial relationships while contributing to system optimization, standardization, and the successful transition to an integrated ERP environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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Business Partnering & Cross Functional Collaboration:

Partner with Sales Representatives and General Managers to provide insight into customer performance, credit exposure, and payment behavior to enable informed decisions that balance growth and risk. Collaborate with operational teams to optimize working capital by aligning account strategies, dispute resolution, and collections efforts with both gross profit growth initiatives and key performance targets.

Collections & Customer Relationship Management:

Manage a portfolio of customer accounts with ownership of aging, collections strategy, and communication cadence. Drive proactive outreach to reduce past due balances while maintaining strong customer relationships. Negotiate payment plans and collaborate on resolution strategies for high risk accounts.

Process Improvement & Cross Training:

Participate in a structured rotation program across accounting operations to build end-to-end expertise. Identify inefficiencies and recommend process improvements, automation opportunities, and control enhancements for current state as well as ERP transition into NetSuite.

Order-to-Cash Operations :

Apply and reconcile customer payments across multiple channels with a high degree of accuracy and timeliness. Investigate and resolve payment discrepancies, short pays, and unapplied cash. Partner with sales and customer service to resolve billing and pricing disputes with the overall goal of shortening the cash cycle.

Credit & Risk Management :

Evaluate customer creditworthiness and recommend credit limits based on financial data, payment trends, and external reports. Monitor customer accounts for risk indicators and proactively escalate concerns. Support credit hold reviews and release decisions in alignment with company policy.

Month End Close & Reporting :

Perform AR related close activities including reconciliations, aging reviews, and reserve analysis. Support preparation of internal reporting on DSO, aging trends, and cash flow performance. Assist in audit support and documentation as needed.

QUALIFICATIONS / CORE COMPETENCIES

Analytical and results driven finance professional with an ownership mentality that possesses continuous improvement motor. Demonstrates the ability to operate across multiple functional areas and balances relationship management with financial discipline. Thrives in a rotational, evolving team structure and actively seeks opportunities to enhance processes in a team oriented environment.

Preferred Qualifications & Competencies:

Bachelor's degree in Accounting, Finance, Business, or related field 2+ years of experience in accounts receivable, billing, or general accounting Strong analytical skills with ability to interpret financial statements and operational data Experience working in KPI driven environments with measurable performance expectations Proficiency in Excel and ERP/credit platforms Continuous improvement mindset with ability to adapt to system changes, automation tools, and evolving processes Understanding of financial statements and working capital drivers Effective communication skills across cross functional teams (finance, sales, and operations teams) Ability to manage multiple priorities in a fast paced environment

WORK ENVIRONMENT

The work environment characteristics described here are representative of those of an office. The noise level in the work environment is normally moderate. Typically, the duties are performed indoors, during the day and some overtime may be required. Occasional travel may be required. The employee is required to stand, walk, climb, or balance, and stoop, kneel or crouch. The employee must be capable of lifting and/or moving up to 40 pounds.

Job Type:

Full-time Benefits:

401(k) matching Dental insurance Employee assistance program Flexible schedule Health insurance Health savings account Life insurance Paid time off Referral program Vision insurance

Work Location:

In person