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Analyst in Boston (up to $70k)

Ned Davis Research, Inc.

Ned Davis Research, Inc.

Analyst in Boston (up to $70k)

Boston, MA
Full Time
Paid
  • Responsibilities

    Ned Davis Research, Inc., a premier provider of global institutional investment research, consulting, and investment advisory services, headquartered in Venice, Florida, seeks an Accounts Receivable Analyst for our Boston office.

    The Accounts Receivable Analyst will process invoices and cash receipts and work with customers to resolve outstanding accounts receivable balances.

    Responsibilities:

    • Create, post, and send client invoices.

    • Post customer payments to appropriate accounts.

    • Consult with customers to resolve questions and verify financial and credit transactions.

    • Follow up on open unpaid orders and invoices.

    • Maintain correspondence relating to financial institution transactions.

    • Reconciles cash between order entry system and general Ledger.

    • Support various audit requests.

    • Provides general support to other areas of the Accounting/Bookkeeping Department as necessary.

  • Qualifications

    Education and Experience:

    • Bachelor’s degree in Accounting, Finance, or related field.

    • 1-2 years of professional experience in an accounts receivable or collections role.

    • Solid working knowledge of MS Office suite (especially comfortable working with Excel).

    • Excellent follow up and communication skills.

    • Detail oriented, able to multitask and meet deadlines.

    • Ability to work with functional groups and different level of employees to effectively and professionally achieve results.

    • Self-motivated, able to work independently.

    • Strong analytical skills

    • Experience with CRM software such as Salesforce would be an asset.

  • Compensation
    $50-70k depending on experience
  • Benefits

    Medical, Vision, Dental, LTD, STD, 401K, FSA, Commuter, Life, Vol. Life, Vacation Days, Sick Days, Floating Day, Major Holidays

  • Industry
    Financial Services
  • About Us

    Actionable Ideas Meet Balanced Strategic Insights

    Delivering Objective, Historical Research and Solutions Our Clients Use Every Day