Collections Specialist

Collections Specialist

Collections Specialist

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

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

• Review and research a high volume of transactions, documenting issues and identifying root causes.
• Perform weekly and month-end reconciliations and roll-forward analysis on AR accounts.
• Partner with operations and customers to clear short / over payments and unapplied cash.
• Prepare and process account adjustments and ensure accuracy of financial records.
• Utilize advanced Excel skills (pivot tables, macros, VBA, Power Query) for reconciliations and reporting.
• Collaborate with internal teams to improve invoicing, reporting, and process controls.
• Provide excellent customer service on AR account inquiries.

Qualifications

What We Offer