Collections Specialist

Job Description

Job Description

Collections Specialist

Accounts Receivable Customer Reconciliation Analyst

Cargomatic Inc.

Location : San Francisco, CA

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

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

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

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

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

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

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

What We Offer

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

Medical, dental, and vision insurance.

Flexible PTO.

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