Collections Analyst at The Trade Desk | AdTechTalent
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The Trade Desk
Collections Analyst
collectionsinvoice disputesaccounts receivabledispute managementautomationAIprocess improvementreportingFIS GetPaidExcelfinancial operationsroot cause analysis
Key details
Salary
$48K – $88K
Employment type
Full-time
Seniority
Mid-level
Years experience
3-5
Location
Ventura, United States
Full job description
The Collections Analyst supports the Global Credit & Collections organization focusing on invoice dispute analysis and resolution, global automated collections portfolio administration, process improvement, automation, and reporting. Responsibilities include analyzing dispute trends and root causes, partnering across departments to resolve disputes, administering a portfolio of approximately 600 lower-value, lower-risk accounts, driving process improvements and automation within the GetPaid Collections Module, evaluating AI tools, and providing reporting and analytical support to management. Requirements include a degree or equivalent experience in Business, Finance, or Accounting; experience in accounts receivable, collections, or dispute management; strong analytical, communication, organizational skills; proficiency with Microsoft Excel and Office; experience with FIS GetPaid or similar systems; experience supporting global portfolios; and familiarity with AI and automation tools. Benefits include comprehensive healthcare, retirement plans with company match, disability coverage, life insurance, well-being benefits, tuition reimbursement, parental leave, sick and vacation time, paid holidays, stock purchase plan, and variable incentives. Salary range is $48,200 to $88,300 USD.
What you'll do
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Analyze invoice disputes to identify trends, root causes, and opportunities to reduce recurring issues
Partner with departments across the CAO organization and Business Team to research and resolve Order to Cash (O2C) disputes
Monitor dispute activity and provide insights to help prevent recurring billing and collection issues
Support escalations and resolution of complex or recurring disputes as needed
Identify trends and opportunities to improve customer experience and reduce barriers to timely payment
Administer and support the global automated collections portfolio (Auto Desk) of approximately 600 lower-value, lower-risk customer accounts
Oversee accounts managed through FIS GetPaid's automated collections process, including automated statements, payment reminders, and follow-up communications
Monitor account activity and intervene when customer issues, disputes, or other situations require human attention
Serve as a global liaison across all three regions for the automated collections portfolio
Identify opportunities to improve and expand automation within the portfolio
Identify and drive process improvements and efficiencies within the GetPaid Collections Module, including Automated Collections
Evaluate opportunities to leverage automation and AI to improve collections, dispute management, and email management
Explore and support the use of tools such as Claude and GetPaid capabilities, including Carla 2.0 and Carla Pro
Partner with C&C leadership and relevant teams to implement and sustain process improvements
Analyze dispute, collections, and automated collections data to provide reporting, insights, and trend analysis that support Credit & Collections management and drive performance improvements
Support ad hoc reporting and analytical requests as assigned
Requirements
Degree in Business, Finance, Accounting, or related field, or equivalent work experience
Experience in accounts receivable, collections, dispute management, invoice research, or related financial operations
Strong analytical and root cause analysis skills
Strong verbal and written communication skills
Ability to collaborate effectively across departments and regions
Strong organizational and time management skills
Proficiency with Microsoft Excel and Microsoft Office applications
Experience with the FIS GetPaid Collections Module or similar collections, AR, or dispute management systems
Experience supporting global or multi-region account portfolios
Experience with process improvement, automation, or systems optimization
Familiarity with AI or automation tools used in collections, AR, or email management
Tech stack
Microsoft ExcelMicrosoft OfficeFIS GetPaid Collections ModuleClaudeCarla 2.0Carla ProAI toolsautomation tools
Benefits
Comprehensive healthcare (medical, dental, and vision) with premiums paid in full for employees and dependentsRetirement benefits such as a 401k plan and company matchShort and long-term disability coverageBasic life insuranceWell-being benefitsReimbursement for certain tuition expensesParental leaveSick time of 1 hour per 30 hours workedVacation time for full-time employees up to 120 hours through the first year and 160 hours thereafterAround 13 paid holidays per yearEmployee Stock Purchase Plan with discounted stock purchaseVariable compensation-based incentives and commissions depending on roleStock-based compensation grants based on company and individual performance
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