Collections Specialist

Collections Specialist

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

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.