Accounts Receivable Specialist

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

**Job Description**:
The Team:
The AR Specialist will form part of the wider Finance team, reporting directly to the Senior Manager - Global Accounts Receivable, and working closely with the Brazil Finance Manager. In addition, the team member will work cross functionally within the organization to improve the customer experience based on learnings through interactions with our clients and other client facing teams. The team shares a common goal hence building internal relationships is key to the success of this role.

Overview:

- Billing:

- On a weekly basis prepare customer invoicing, working closely with Global Billing colleagues and preparing files for invoice issuing
- Serving as the primary / secondary resource for assigned specialty billing areas such as Brazil and consumption reporting customer management
- Managing, processing, remediating, reconciling, and troubleshooting data issues across multiple systems.
- Collections:

- Manage an aged debt portfolio, proactively chasing overdue invoices using multiple communication streams
- Proactive collaboration with colleagues to resolve issues causing payment blockages
- Process refunds
- Posting Cash Receipts daily

**Responsibilities**:

- Acquire expert knowledge of Intralinks contracts, billing end-to-end workflow and collections timeline.
- Manage and coordinate the processes necessary to assure smooth operation of Intralinks’ invoice creation processes with local regions. Obtain customer purchase orders when necessary.
- Interact with all levels of the organization as necessary to resolve ambiguous or inadequate contract information, including Sales, Legal, Customer Success and Customer Service
- Interact with others to drive customer success and prompt issue resolution. Resolves questions and issues via a customer-focused, value-add philosophy. Receives inquiries from internal and external customers, researching / resolving issues and communicating resolutions and actions taken to the appropriate parties. Works cross-departmentally to evangelize contract creation standards.
- Support new initiatives and product launches, participating in UAT and deployment of new features and reporting functions. Contribute to requirements, specifications, reporting and other documentation as requested.
- Create ad-hoc and cyclical billing reporting across multiple billing systems.
- Negotiate payment terms within specific guidelines
- Manage exposure risk by exercising decision making on continued client access to virtual data rooms based on level of overdue invoices combined with various factors including the client’s payment history and the nature of the, and impact to, the business relationship with Intralinks.
- Discuss open invoices with both clients and internal stakeholders relating to issues affecting payment, through to resolution, maintaining ownership throughout.
- Investigate and reconcile client accounts to resolve payment queries indicated by clients
- Recommend account referral to external collection agency where internal efforts, including discussion with Sales Representatives, have been exhausted
- Ensure all collections activities are recorded within appropriate systems
- Prepare and provide ad hoc analytical reports on the status of assigned accounts.
- Arrange for changes to account information by setting up tickets with the billing help desk.
- Achieve key performance metrics with focus on, but not limited to, individual and team cash collection targets.
- Perform other duties as assigned.

Basic Qualifications:

- Articulate with excellent verbal and written communication skills - English and Portuguese. Spanish also desirable
- Capable of working independently and within tight monthly deadlines
- Highly driven and self-motivated
- Ability to think creatively and to be able to identify & demonstrate personal value add
- High level of organization and attention to detail
- Comfortable working in a growing and changing organization
- 3-5 years Accounts Receivable experience
- Intermediate Microsoft Excel and Word skills
- Positive attitude and sense of humor

Education required and/Preferred:

- Bachelor’s degree in Administration or similar

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and pro