Sobre este puesto de Senior Accounts Receivable Analyst en CB Insights
Own the billing life cycle from start to finish. Liaise between multiple departments internally and externally to ensure fidelity across the board.
The role you'll play:
CB Insights is seeking a detail-oriented and proactive Senior AR Analyst to join our Finance team. The ideal candidate will be responsible for managing customer accounts, processing invoices, collecting payments, and maintaining accurate financial records. This role is essential to ensuring the company's cash flow, maintaining strong customer relationships, and continuously improving our financial processes.
About the Finance team:
Our Finance team is a collaborative group of accounting and finance professionals committed to supporting the company's growth and operational excellence. We foster a culture of accuracy, continuous improvement, and teamwork. The Senior AR Analyst will work closely with other departments, including the accounting team, sales and customer success teams, and legal teams, to ensure smooth financial operations. We value open communication, professional development, and innovation in how we approach our financial management.
Your key responsibilities:
- Process and maintain customer invoices, ensuring accuracy and timely delivery
- Monitor accounts receivable aging reports and identify overdue payments
- Initiate collection efforts through calls, emails, and written correspondence with customers
- Reconcile customer accounts on a regular basis, ensuring accuracy of account balances and resolving discrepancies between system records and customer statements
- Investigate and resolve account disputes, billing errors, and unapplied credits or payments
- Post customer payments and apply credits appropriately to accounts
- Maintain detailed records of all customer interactions and collection attempts
- Prepare periodic reports on accounts receivable status and collections activity
- Coordinate with the sales and customer service teams to resolve billing issues
- Support month-end and year-end closing procedures, including comprehensive account reconciliation
- Identify opportunities for process improvements and cost savings within AR operations
- Evaluate and recommend enhancements to workflows, systems, and procedures to increase efficiency and accuracy
- Participate in the implementation of new processes and tools to streamline collections activities
- Stay current with company policies and relevant accounting standards
Required Qualifications:
- Bachelor’s degree in a related field preferred
- 4+ years of experience in accounts receivable or a similar accounting role
- Proficiency with accounting software and Microsoft Office Suite (Excel, Word, Outlook)
- Strong analytical, problem-solving, organizational, and time-management skills
- Strong attention to detail and accuracy in account reconciliation, data entry, and record-keeping
- Experience reconciling customer accounts and resolving account discrepancies
- Excellent written and verbal communication skills, with a customer-service-oriented approach
- Ability to manage multiple priorities, meet deadlines, and work independently and collaboratively
- Professional judgment, integrity, and discretion when handling sensitive financial information
- Adaptability and willingness to learn and embrace new systems and tools
Preferred Qualifications:
- Experience with ERP systems or accounting platforms (Sage Intacct, Maxio, Salesforce, Gong)
- Knowledge of general accounting principles and practices
- Familiarity with ASC 606 revenue recognition principles and their application to AR processes
- Customer service experience in a B2B environment
- Certification in accounting or a finance-related field
- Track record of identifying and implementing process improvements
- Experience with automation tools and workflow optimization
- Process improvement mindset with the initiative to identify inefficiencies and develop solutions
Please note this is a US-based role.
In addition to base salary listed below, this role is also eligible for a bonus opportunity.
What we're all about
CB Insights is the leader in predictive intelligence on private companies—turning exclusive data on millions of firms into early, trusted signals on future performance and direction. The company pioneered predictive intelligence with its Mosaic Score—the first system to reliably forecast the outlook for a private company—and has since built it into a comprehensive platform of AI and data capabilities. Today, leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
- Solve customer problems. It’s our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
- Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
- Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren’t built from afar.
- Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
- Danger zones:
- Bureaucracy. May the best ideas and execution win.
- Complexity. Leaders use frameworks and systems to simplify.
- No commitment. Leaders don’t compromise just to get along. Debate. Disagree. But once a decision is made, commit.
- Leaving what’s important unsaid or undone. No “circling back.”
- Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
- Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they’re excited to share with the world.
- Live off the land. Leaders creatively use resources already available to them – especially AI – to execute and automate their work.
- Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
- Help others. Leaders know we’re building this together.
You’ll want to work here if
- You are excited about how AI is transforming tech
- You are hungry for feedback and the chance to grow
- Your instinct is to work smarter not harder
- You love developing as a SME with a strong POV
- You are motivated by challenges and big ideas
- You believe in personal accountability
What we offer:
- Industry Insight: over 500k+ people follow our tech newsletter: sign up here
- Holistic compensation: Competitive cash compensation, comprehensive healthcare coverage (PPO, HSA, and FSA options), multiple mental health resources, 401(k) with company match, annual professional development stipend, and generous paid time off.
About Our Pay Practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions are informed by qualifications, location, internal equity, and current market data. While we aim to hire at our established Hiring Target, starting pay may vary based on factors such as market rates, the qualified pool of candidates, and individual experience.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We’re proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
