Accounts Receivable Specialist

Vertiv

Philippines5h ago

Key details

Location: Philippines
Work style: Onsite
Function: Finance & Accounting
Focus area: other
Posted: 5h ago

Skills

accounts receivablecash applicationcash flowcustomer serviceportfolio managementquality audits

About the role

1. Purpose

Serve as a senior subject matter expert for the Accounts Receivable (Collections) function by managing complex and high-value customer portfolios, driving cash collections and past-due reduction, and providing technical guidance to the team. The Senior Collections Analyst is responsible for resolving escalated collection issues, analyzing account performance and root causes, ensuring adherence to AR processes and governance, and collaborating with cross-functional stakeholders to accelerate issue resolution and enhance customer experience. Through data-driven insights, coaching, knowledge sharing, and continuous improvement initiatives, the role strengthens team effectiveness, improves collection performance, and supports the organization’s cash flow and working capital objectives.

Areas of Responsibilities

Measurement Criteria (Quantitative / Qualitative)

Percentage of time

OKR 1: AR Operations & Portfolio Management

Manage assigned strategic/complex customer portfolio.
Achieve collection, past due, DSO and unapplied cash targets.
Perform account reconciliations and collection forecasting.
Resolve complex collection issues and escalations.
Process credit card payments; ensure correct application of cash receipts.

OKR 2: Operational & Functional Expertise: Serve as a Collections SME

Provide day-to-day coaching and guidance to assigned collection team through Quality Monitoring of accounts and/or call handling of Junior Collectors.
Ensure compliance with AR policies and procedures.
Conduct knowledge-sharing and best practice sharing sessions.
Develop job aids and training materials.
Serve as backup for critical AR processes.

OKR 3: Customer & Stakeholder Management

Build relationships with internal and external customers.
Conduct customer meetings.
Partner with Sales, Credit, Customer Service, Cash Application and other functions.
Drive dispute resolution and cash realization.

OKR 4: Continuous Improvement & Process Excellence

Identify process gaps and recommend improvements.
Participate in CI/VOS initiatives.
Support automation and system enhancements.
Maintain process documentation.

KRA 1: Collection Efficiency (80% or higher)
KRA 2: Past Due Reduction
KRA 3: Unapplied Cash Target
KRA 4: Forecast Accuracy (90%)
KRA 5: Escalation Resolution Time (SLA)

KRA 1: Quality Audit Target (TBD)

Account Review
Call Handling

KRA 1: Customer and Stakeholder Satisfaction (CSAT) / VOC
KRA 2: Dispute Resolution governance

KRA 1: Number of CI Projects Completed
• Productivity Savings
• Reduction in Process Errors

40%

30%

10%

20%

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Key details

Skills

About the role

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