Accounts Receivable Specialist
FinanceFull TimeTORONTO, ON
Dig Insights is a tech-enabled research company that helps our clients - global consumer brands - move beyond consumer-centric to decision-centric. Our clients can then go-to-market with innovations that shift consumer decisions in their favor.
Our work is supported by the technologies that we leverage and create. This includes Upsiide, our proprietary innovation insights platform. Upsiide is a SaaS platform that reinvents how enterprise companies screen, optimize, and build a business case for innovation.
Our clients span verticals including CPG, QSR, retail, technology, financial services, and telecommunications. Our work is led by a team of over 250 strategists, insights leaders and data scientists. We work for a global client base out of offices in Toronto, Chicago, and London.
Our success is due to our strong commitment to our clients, and the creativity and dedication of our entire team. Since the beginning, we have been focused on building the smartest consumer insights company and that means hiring people who are bright, creative, resourceful, and kind. People who succeed at Dig are curious, question established norms and are passionate about helping our clients to move their businesses forward. If you want to join a team that takes themselves just seriously enough to produce great work, we’d love to welcome you.
As we continue to grow, both geographically and in our expertise we are looking for people who want to join a high-growth and highly collaborative company.
Accounts Receivable Specialist – About this role
Reporting to the VP of Finance and working closely with Dig’s Consulting, Sales and Customer Success teams, the Accounts Receivable Specialist will play a crucial role in managing our cash flow and ensuring timely collection of payments by providing billing and collection support to the organization. In this position, you will be responsible for coordinating client billings; collection of outstanding receivables; assisting with cash receipt recording; and identifying issues and developing solutions for delinquent accounts.
You will have the opportunity to work with Dig’s amazing clients, enhancing your professional network and gaining valuable insights into diverse industries. Your attention to detail will help identify discrepancies and implement solutions, while your communication abilities will ensure exceptional client service. If you thrive in a fast-paced, professional services environment and are eager to contribute to our financial success, we want to hear from you!
Your primary responsibilities will include, but are not limited to:
- Initiating the client billing process efficiently and timely by monitoring project status and billing schedules
- Preparing invoices in a timely and accurate manner, based on terms of contracting documents (Client Purchase Order / Statement of Work / Order Form)
- Daily recording and matching of client deposits received, and resolution of any discrepancies
- Monitoring of customer account details for non-payments, delayed payments and other irregularities and taking timely and appropriate action to resolve any issues
- Leading the onboarding process for new clients by accurately setting up their accounts in Dig’s systems, ensuring all necessary documentation is collected and verified, and assisting clients with onboarding Dig into any client procurement software, as required
- Working with internal departments to address issues, recommend solutions, and respond in a timely manner to inquiries from both internal stakeholders and external customers
- Preparing reports and analysis on financial data and metrics such as cash forecasting and aging summaries
- Building and maintaining positive, professional relationships with both internal teams (sales, finance, operations) and external customers to facilitate smooth accounts receivable process.
- Leading initiatives for billing process improvements and participating in the implementation and testing of process & systems upgrades
- Assisting in month end reporting process, as required
- Assisting in annual external financial audits, as required
Experience, Skills and Requirements:
- 5+ years of experience in a similar role, responsible for account receivable and collections for a medium to large company.
- Bachelor’s degree or diploma in Business, Accounting, Finance, or a related field, is preferred.
- Strong attention to detail and organization skills with the ability to manage competing priorities.
- A demonstrated independent, self-starter with excellent interpersonal and communication skills, and the ability to quickly build strong relationships within their team, across departments and with clients.
- Professional proficiency in Microsoft Excel (including XLOOKUPs, SUMIFS, etc.) and MS Office Suite.
- Experience with ERPs / CRM systems (knowledge of Netsuite, Hubspot, Maxio and Stripe is an asset).
Work Perks:
- Hybrid working policy which gives the flexibility to employees to work remotely or in one of our office locations.
- Unlimited vacation policy
- Reimbursement for health and wellness classes/memberships, and continuous learning
- Medical Insurance
- In-person and virtual social events such as poker night, paint night, trivia night and more!
To find out more about us visit us at www.diginsights.com & www.upsiide.com
Our culture is built on 5 core values: Energy, Excellence, Evolution, Equality and Empathy. We believe that our success is dependent on the diverse talents, skills, and ideas of its staff. We are committed to creating an inclusive work environment and encourage applications from all qualified candidates including those in the BIPOC and LGTBQ communities, and from people with disabilities.
We thank you for your interest in Dig Insights, however, only candidates who are chosen for an interview will be contacted.