Collections Analyst

The Trade Desk

Key Responsibilities

• Dispute Management and Root Cause Analysis
• 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.
• Global Automated Collections Portfolio
• 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.
• Process Improvement and Automation
• 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.
• Reporting and Management Support
• 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 & Tech Stack

• Microsoft Excel and Microsoft Office applications.
• Experience with the FIS GetPaid Collections Module or similar collections, AR, or dispute management systems.
• Familiarity with AI or automation tools used in collections, AR, or email management.

Qualifications

• 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, with the ability to collaborate effectively across departments and regions.
• Strong organizational and time management skills.
• Experience supporting global or multi-region account portfolios.
• Experience with process improvement, automation, or systems optimization.