AR & Cash Application Senior Analyst

About Us We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature‑sensitive goods throughout the cold chain and bring comfort to people globally. Best‑in‑class engineering, design and manufacturing combined with category‑leading brands in compression, controls, software and monitoring solutions result in next‑generation climate technology that is built for the needs of the world ahead. We are a sustainable company engaged to the values of Excellence, Innovation, Collaboration, Respect and Responsibility. We seek professionals who share our vision of creating sustainable solutions that improve lives and protect the planet, today and for future generations. We are looking for your talent, join our team and start your journey today AR & Cash Application Senior Analyst Role and Responsibilities We are seeking a highly skilled AR & Cash Application Senior Analyst within our Global Business Services (GBS). This role will be responsible for managing the cash application process and supporting the accounts receivable function within our GBS organization. The position focuses on ensuring accurate and timely application of payments, managing customer account reconciliations, and resolving discrepancies to help optimize cash flow and ensure the accuracy of financial reporting. The Senior Analyst will collaborate with internal stakeholders, such as finance teams, customer service, and sales, to ensure smooth and efficient financial operations. Accountabilities Process incoming payments, including checks, wire transfers, ACH, and credit card payments. Apply cash to customer accounts in the ERP system accurately and in a timely manner. Ensure all cash receipts are properly recorded, reconciled, and posted according to company policies. Investigate and resolve customer disputes related to payments and billing issues. Work closely with the customer service and sales teams to resolve discrepancies and ensure that accounts are accurate and up‑to‑date. Provide analysis on payment trends, cash application errors, and overall AR performance. Assist in the preparation of cash forecasts, AR aging reports, and KPI metrics. Support internal and external audits by providing necessary documentation and clarifications. Provide feedback on automation or system enhancements to improve workflows. Support the AR Manager in maintaining a high standard of performance across the AR function. Act as a point of contact for escalated issues and ensure customer satisfaction. Contribute to the development and implementation of policies and procedures for the AR & Cash Application process, ensuring alignment with the company’s financial goals and risk management strategies. Collaborate with cross‑functional teams, including finance, sales and operations, to optimize the AR & Cash Application process and enhance overall performance. Ensure compliance with relevant internal policies, accounting standards and regulatory requirements related to accounts receivable and collections. Prepare and present comprehensive reports on AR & Collections performance, providing insights into outstanding balances, cash flow and collection effectiveness to senior management. Act as a key point of contact for escalated issues related to accounts receivable and collections, facilitating resolutions and maintaining strong customer relationships. Qualifications and Experience Bachelor’s degree in Finance, Accounting, Business Administration or a related field. 4–7 years of experience in AR, Billing and Cash Application. Strong analytical skills with the ability to interpret financial data and generate reports. Excellent attention to detail and ability to work under tight deadlines. Strong leadership and people‑management skills. Excellent negotiation and communication skills, with a customer‑focused approach. Preferred Qualifications Master’s degree in a relevant field or Chartered Accountant designation. Technical Skills and Knowledge Proficiency with Microsoft Office Suite. Familiarity with financial software and Oracle. Solid understanding of credit and collection management processes and best practices. Languages Fluency in English and proficiency in Spanish, both spoken and written. Collaboration First Hybrid Work Arrangements This role is hybrid eligible with the requirement to be in office at least three days per week. Colleagues are expected to demonstrate a collaboration first mindset, which means teams will work together in person and shift hybrid days based on business needs. You will have an opportunity to work with your team and leader to determine when you should be in office to drive meaningful connections and best serve our customers. Our Commitment to Our People Across the globe, we are united by a singular purpose: sustainability is no small ambition. Through groundbreaking innovations in HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial. Our employees are our greatest strength. We believe that our culture of passion, openness and collaboration empowers us to work toward the same goal—to make the world a better place. We invest in the end‑to‑end development of our people from onboarding and through senior leadership so they can thrive personally and professionally. Together, we have the opportunity—and the power—to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about how you can join our team Our Commitment to Inclusion & Belonging At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds and with diverse perspectives are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland. Equal Opportunity Employer Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information or disability. We are committed to providing a workplace free of any discrimination or harassment. No calls or agency requests please. #J-18808-Ljbffr