Team Lead, Accounts Receivable

Job summary

Lead daily accounts receivable operations and support AR staff while overseeing collections, delinquent accounts, customer disputes, and reconciliations. Monitor performance and cash-flow metrics, report trends and recommendations, and ensure compliance, accurate documentation, and audit readiness.

Job details

Fixed Term Role 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. Required II. Minimum Knowledge, Education and Skill Requirements 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%

What you’ll do

Lead daily accounts receivable operations and support AR staff while overseeing collections, delinquent accounts, customer disputes, and reconciliations. Monitor performance and cash-flow metrics, report trends and recommendations, and ensure compliance, accurate documentation, and audit readiness.

Requirements

Requires at least five years of experience in accounts receivable, collections, or credit management, a college diploma or bachelor's degree, ERP experience, and advanced Microsoft Excel skills. Candidates should bring strong analytical, communication, coaching, organizational, and stakeholder-influencing abilities; healthcare experience and at least one year of leadership experience are preferred.

Listed skills

• ERP systems · Preferred
• Microsoft Excel · Preferred
• Accounts receivable · Preferred
• Team Leadership · Preferred
• Cash application · Preferred
• Process Improvement · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Accounts Receivable
• Collections Management
• Team Leadership
• Employee Coaching
• Dispute Resolution
• Account Reconciliation
• Credit Management
• Cash Application
• ERP Systems
• Microsoft Excel
• Reporting And Analytics
• KPI Analysis
• Cash Flow Forecasting
• Internal Controls
• Stakeholder Management
• Process Improvement

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Healthcare