Collections Specialist

Collections Specialist

Accounts Receivable Customer Reconciliation Analyst
Cargomatic Inc.
Location: San Francisco, CA / Chicago, IL

About Us
Cargomatic is a technology-driven logistics provider connecting shippers and carriers through a modern, efficient, and environmentally friendly platform. With over 500 employees nationwide and a growing network of freight subsidiaries, we are committed to innovation, customer success, and creating a dynamic, inclusive workplace.

Role Overview
We are seeking an Accounts Receivable (AR) Customer Reconciliation Analyst to join our San Francisco-based Finance team. This role is essential in reconciling high-volume customer accounts, analyzing variances, and ensuring accuracy of account balances. The ideal candidate will be detail-oriented, confident, and highly analytical with strong Excel and reconciliation skills.

Key Responsibilities

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  Review and research a high volume of transactions, documenting issues and identifying root causes.

  
  


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  Perform weekly and month-end reconciliations and roll-forward analysis on AR accounts.

  
  


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  Partner with operations and customers to clear short/over payments and unapplied cash.

  
  


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  Prepare and process account adjustments and ensure accuracy of financial records.

  
  


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  Utilize advanced Excel skills (pivot tables, macros, VBA, Power Query) for reconciliations and reporting.

  
  


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  Collaborate with internal teams to improve invoicing, reporting, and process controls.

  
  


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  Provide excellent customer service on AR account inquiries.

  
  

Qualifications

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  Bachelor’s or Associate Degree in Accounting, Finance, or related field.

  
  


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  3+ years of AR, reconciliation, or collections experience (transportation/logistics a plus).

  
  


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  Strong Excel skills (pivot tables, macros, VBA, Power Query).

  
  


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  Experience in account reconciliations and collections for large or complex accounts.

  
  


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  Detail-oriented, with strong problem-solving and communication skills.

  
  

What We Offer

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  Competitive pay: $70,000 – $80,000/year.

  
  


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  Medical, dental, and vision insurance.

  
  


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  Flexible PTO.

  
  


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  Opportunities for career growth in a fast-scaling logistics company.