Team Lead, Accounts Receivable

Fixed Term Role - 12 month contract

3 days per week onsite, 2 days per week remote

I. Job Purpose and Core Tasks

The Accounts Receivable (AR) Team Lead is responsible for overseeing the daily operations of the Accounts Receivable function, providing direction and support to AR staff, and ensuring timely collection of outstanding receivables. This role serves as a subject matter expert for AR processes, collections, dispute resolution, account reconciliations, and customer account management. The AR Team Lead partners with internal departments and external customers to improve cash flow, reduce overdue balances, and drive process efficiencies.

Essential Duties and Responsibilities:
Team Leadership & Employee Development

• Lead and support a team the AR Analyst(s).
• Conduct regular one-on-one meetings
• Foster a culture of collaboration, customer service, continuous improvement, and accountability.
• Ensure adequate workload balancing and portfolio coverage.

Accounts Receivable & Collections Management
• Support collection activities and monitor aging portfolios to ensure prompt collection of outstanding receivables.
• Partner with AR team to review and prioritize delinquent accounts for appropriate escalation.
• Ensure adherence to collection strategies and escalation policies.
• Monitor customer payment behavior and collection trends.
• Assist with complex customer negotiations and payment arrangements.
• Provide guidance on escalated customer disputes and reconciliation activities.
• Coordinate submission of accounts to third-party collection agencies when necessary.

Monitoring, Reporting & Analytics
• Monitor productivity and portfolio performance through KPI dashboards and reports.
• Analyze AR aging, DSO, CEI, dispute metrics, write-offs, credit balances, and collection effectiveness.
• Prepare and present monthly performance reports and management updates.
• Identify trends, risks, and opportunities and provide actionable recommendations.
• Forecast collection performance and support cash flow planning activities.

Compliance, Governance & Internal Controls
• Ensure compliance with company policies, accounting standards, and internal control requirements.
• Support audit requests and maintain appropriate documentation.
• Verify that collection activities and customer interactions are properly documented.
• Promote audit readiness and adherence to regulatory requirements.
• Assist in maintaining data integrity within ERP and collection management systems.

II. Minimum Knowledge, Education and Skill Requirements

Required

Minimum years of relevant work experience:
- 5 years of Accounts Receivable, Collections, or Credit Management experience.

Minimum education, certifications and/or credentials:
- College diploma or University/Bachelors Degree. Equivalent combination of education and relevant experience may be considered.

Minimum hard skill requirements (including computer and application proficiency):
- ERP Systems
- Advanced Microsoft Excel skills.
- Experience with reporting and analytics tools.
- Strong understanding of credit management, collections, dispute resolution, and cash application processes.

Minimum soft skill requirements:
- Coaching and employee development skills.
- Excellent communication and interpersonal abilities.
- Ability to influence cross-functional stakeholders.
- Strong analytical and problem-solving capabilities.
- Effective project management and organizational skills.
- Ability to manage competing priorities in a fast-paced environment.

Preferred

Preferred years of relevant work experience:
- 5+ years Accounts Receivable, Collections, or Credit Management experience in Healthcare industry.
- 1 year of leadership, team lead, or supervisory experience

Preferred education, certifications and/or credentials:
- College diploma or University/Bachelors Degree in Accounting, Business Administration, or related field preferred.

Preferred hard skill requirements:
- SAP ECC and/or SAP S/4HANA FSCM experience preferred.
- Tableau
- SAP Analytics Cloud
- M365 CoPilot
- Financial Statement Analysis

Preferred soft skill requirements:
- None

III. Essential Function

Must be able to maintain productive working relationships and treat fellow employees with respect.
Has contact with: Internal and external customers. Various departments.

Physical requirement/Demands: Manual dexterity for computer and electronic work

Interpersonal and communication skills: Ability to adapt and demonstrate flexibility in dealing with changing priorities and work situations. High attention to detail. Multiple recurring deadlines and required tasks. Manage a direct at some emotional and mental labor.

IV. Core Requirements

Degree of accountability: Generally managed.

Degree of decision making: Wide variety of tasks

Financial/Budgetary: Supervised responsibility on revenues and cost

Safety: Adhere to KARL STORZ Safety protocols

Quality: Adhere to KARL STORZ Quality Management System

Supervision: None

Authority to Sign (not applicable for North America):N/A

Travel: 10%