Overview
The Partner Accounting Analyst supports the financial health and operational effectiveness of the organization’s partner network. This role owns the analysis, investigation, and resolution of partner account activity and receivables, billing exceptions, audit discrepancies, and account corrections.
Â
The successful candidate is a detail-oriented problem solver who can interpret financial and operational data, communicate effectively with internal teams and external partners, and identify opportunities to improve accuracy, controls, and process efficiency.
Responsibilities
- Conduct detailed reviews of partner billing activity, audit findings, account corrections, and financial exceptions to ensure accuracy, consistency, and compliance with established policies.
- Investigate complex invoice discrepancies, rate variances, terms, discounts, accessorial charges, service changes, returns, and other billing-related issues; determine root cause and coordinate resolution.
- Analyze audit reports and partner-submitted correction requests, validate supporting documentation, and update account or billing records as appropriate.
- Reconcile partner account activity, including invoices, payments, credits, refunds, adjustments, and open balances; identify and resolve variances promptly.
- Review billing transactions and account data for accuracy before and after invoicing; make or coordinate necessary corrections to prevent recurring errors.
- Maintain complete, accurate documentation of investigations, account activity, adjustments, and resolutions to support auditability and internal visibility.
- Analyze accounts receivable aging and open-item trends to identify exceptions, disputed balances, operational breakdowns, and opportunities to improve billing accuracy and cash flow.
- Collaborate with Accounting, Customer Service, Operations, and external partners to resolve account issues and establish sustainable corrective actions.
- Provide clear, timely communication to partners regarding billing questions, documentation requests, dispute status, account corrections, and resolution timelines.
- Process approved credits, refunds, adjustments, and account reconciliations accurately and within established timelines.
- Monitor assigned work queues, exception reports, and aging activity to ensure timely review and resolution of outstanding items.
- Identify recurring discrepancies, process gaps, and control weaknesses; recommend and support improvements to workflows, reporting, policies, and data quality.
- Support department priorities, special projects, cross-training, and other Partner Accounting functions as assigned.
Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, Supply Chain, or a related field; equivalent relevant professional experience will be considered.
Three or more years of experience in accounts receivable, billing, audit, reconciliation, financial operations, or a comparable analytical role preferred.
Strong analytical and problem-solving skills, with the ability to research complex issues, interpret data, and make sound recommendations.
Experience managing account reconciliations, invoice disputes, credits, adjustments, billing corrections, or audit-related activity.
Proficiency with Microsoft Excel and the ability to work effectively with financial systems, reporting tools, and high-volume data.
Strong attention to detail and commitment to accuracy, documentation, and follow-through.
Excellent written and verbal communication skills, including the ability to explain financial or operational issues clearly and professionally.
Ability to manage competing priorities, meet deadlines, and exercise sound judgment in a fast-paced environment.
Collaborative mindset, strong customer-service orientation, and initiative to improve processes.
Preferred:
- Experience in transportation, logistics, freight, or another high-volume, transaction-based industry.
- Experience with ERP, transportation-management, billing, or accounts receivable systems.
- Advanced Excel skills, including pivot tables, lookups, and data analysis.
- Experience identifying root causes and implementing process improvements.
Benefits
- Stable and growing organization
- Competitive weekly pay
- Professional, positive and people-centered work environment
- Comprehensive benefits package: Health, Dental, Vision, AD&D, 401(k), etc.
- Paid holidays (8); paid vacation and personal days
Learn more about this Employer on their Career Site
