Mid Level Collections Analyst

Job description

Company Overview:

Lean Tech is a rapidly expanding organization situated in Medellín, Colombia.

We take pride in possessing one of the most influential networks within software development and IT services for the entertainment, financial, and logistics sectors.

Our corporate projections present numerous opportunities for professionals to advance their careers and experience significant growth.

Joining our team means engaging with expansive engineering teams across Latin America and the United States, contributing to cutting-edge developments in multiple industries.

We are seeking a Collections Analyst to come and join our team.

Position Title: Mid-Level Collections Analyst

Location: Remote - Bogota

What you will be doing:

The Collections Analyst will be managing the end-to-end collections process, ensuring timely payments, resolving issues, and escalating cases as needed.

The role requires a minimum of 2+ years of proven experience in collections, strong analytical skills for tracking key performance metrics, and meticulous attention to detail to maintain accurate financial records.

Collaboration across internal teams is essential to drive results.

Success will be directly measured by performance metrics, including the status of past due invoices across various aging buckets and the total cash collected for the individual's portfolio.

Proficiency in operational systems such as Oracle, ServiceNow, Salesforce, Changepoint, and PowerBI for basic data entry and workflow management, alongside advanced Excel skills (VLOOKUP, Pivot Tables), is crucial for this role.

Your responsibilities will include:

• Manage the end-to-end collections process, ensuring timely payment and resolution of outstanding invoices.
  
  
• Proactively manage and prioritize past-due accounts, including sending pre-delinquent reminders and focusing on high-value accounts.
  
  
• Conduct thorough research and follow-up on invoice statuses, including portal invoices and Accounts Payable (AP) contact identification.
  
  
• Process customer communications, accurately recording promises to pay, addressing disputes, and preparing account statements.
  
  
• Collaborate cross-functionally with internal teams to resolve payment discrepancies and ensure accurate cash application to open Accounts Receivable (AR).
  
  
• Perform Accounts Receivable (AR) reconciliation, including reviewing unapplied cash and maintaining accurate financial records across various systems

Requirements & Qualifications

To excel in this role, you should possess:

• A minimum of 2+ years of proven experience in collections, preferably within a corporate setting.
  
  
• Strong understanding of end-to-end collections processes, workflows, and escalation procedures.
  
  
• Proficiency in invoice management, statement preparation, AP contact research, and cash application processes.
  
  
• Advanced Excel skills, including the ability to use complex functions such as VLOOKUP and Pivot Tables.
  
  
• Proficiency in operational systems such as Oracle, ServiceNow, Salesforce, ChangePoint, and PowerBI for basic data entry and workflow management.
  
  
• Intermediate analytical skills for tracking basic performance metrics related to portfolio status and cash collected.
  
  
• Strong organizational skills and meticulous attention to detail.
  
  
• Excellent communication and interpersonal skills for effective collaboration.
  
  
• Demonstrated ability to work independently, efficiently manage repetitive tasks, and drive results as a self-starter.
  
  

Nice to have

• Advanced proficiency in operational systems (Oracle, ServiceNow, Salesforce, ChangePoint, PowerBI) beyond basic data entry and workflow management.
  
  
• Experience with advanced Excel functionalities, including but not limited to VBA, macros, or complex financial modeling.
  
  
• Demonstrated ability to perform complex data analysis or financial modeling beyond basic performance metric tracking.
  
  
• Strong negotiation skills.
  
  
• Experience with process improvement or automation initiatives within collections.
  
  

Soft skills

• Demonstrated strong organizational skills and meticulous attention to detail to effectively manage the end-to-end collections process, prioritize accounts, and maintain accurate financial records.
  
  
• Excellent communication and interpersonal skills for engaging with customers, addressing disputed invoices, recording promises to pay, and fostering productive internal relationships.
  
  
• Proven ability to collaborate cross-functionally with partner teams and finance operations to resolve payment issues, discrepancies and ensure accurate cash application.
  
  
• A proactive and independent work ethic, enabling efficient management of individual portfolios and accurate execution of repetitive tasks

Why you will love Lean Tech:

• Join a powerful tech workforce and help us change the world through technology
• Professional development opportunities with international customers
• Collaborative work environment
• Career path and mentorship programs that will lead to new levels.
  
  

Join Lean Tech and contribute to shaping the data landscape within a dynamic and growing organization.

Your skills will be honed, and your contributions will be vital to our continued success.

Lean Tech is an equal-opportunity employer.

We celebrate diversity and are committed to creating an inclusive environment for all employees.

Required Skill Profession

Other General