Collections Analyst

About Genserve

Genserve is a multi-entity field service company serving commercial, industrial, and institutional customers across the United States through roughly a dozen branch locations and affiliated operating companies. We install, maintain, and service the equipment that keeps critical facilities running — standby generators, uninterruptible power systems, and electrical switchgear. This position sits in our corporate Order-to-Cash organization in Tampa, a function we are actively building out. If you want to inherit a finished process, this is not the place. If you want to help build one, it is.

About the Role

The Collections Analyst converts billed receivables into collected cash across an assigned national portfolio. The role combines active commercial collections — outreach, dispute resolution, payment-plan negotiation, and escalation — with accurate cash application and reconciliation. It sits where payment problems surface first, so the analyst is expected to diagnose why cash is not arriving and route systemic causes upstream rather than simply chasing balances. The role is data-forward: the analyst works analytically, uses AI-assisted tooling to raise match rates and prioritize outreach, and applies judgment about when AI output must be verified. It operates across Sage, NetSuite, Salesforce, and QuickBooks in a multi-entity environment and requires a high tolerance for ambiguity.

What You'll Do

Collections

• Own collections for an assigned portfolio; proactive outreach on past-due balances and structured escalation per credit policy.
• Conduct credit monitoring; flag deteriorating payment behavior and risk exposure.
• Negotiate payment plans within authority; recommend accounts for reserve or escalation.
• Manage dunning cycles and maintain documented collection activity on every account.

Cash Application

• Apply incoming payments (ACH, wire, check, credit card) accurately and on schedule across multiple entities and systems.
• Investigate and clear unapplied and unidentified cash; research short-pays and remittance discrepancies.
• Process credits and debits; reconcile the AR sub-ledger to the general ledger and balance daily to bank activity.

Data, Analytics & AI

• Use AI tooling in the daily cycle: apply AI-assisted cash application (auto-matching, remittance extraction) and AI-assisted collections prioritization; personally work the exceptions the model cannot resolve.
• Verify before it lands: treat AI-generated matches and drafted customer correspondence as drafts requiring confirmation before they touch a customer or the ledger.
• Analyze, don't just report: build aging, DSO, and payment-behavior analysis; identify trends and root causes rather than restating balances.
• Escalate root causes: route recurring drivers of non-payment (billing defects, missing documentation, portal failures) to the responsible upstream owner.