Accounts Receivable Specialist

Areas of Responsibility:

1. Customer Billing and Account Management: Maintaining customer account information, and analyzing customer purchase history for potential credit risks. Managing credit levels for assigned customers. Collecting on customer open items.

2. Collections and Customer Communication: This area is crucial for ensuring the company receives outstanding payments promptly. The specialist monitors accounts receivable aging reports, develops collection strategies, and communicates with customers regarding overdue invoices. They also research and resolve
customer inquiries and billing discrepancies to maintain positive customer relationships.

3. Collaboration and Reporting: The Accounts Receivable Specialist collaborates with various departments to ensure smooth financial operations. This includes working with the sales team for accurate order processing and invoice generation and collaborating with customer service to address customer concerns related
to billing and payments. They also generate reports on accounts receivable activity to provide management with insights into customer payment trends and collection efforts.

Background:

• Associate's degree in accounting or a related field.
• Minimum of 2 years of experience in accounts receivable or a similar financial role.
• Strong understanding of accounting principles and practices (generally accepted accounting principles - GAAP).
• Proficiency in accounting software (e.g., SAP) and enterprise resource planning (ERP) systems (experience a plus).
• Excellent attention to detail, accuracy, and time management skills.
• Exceptional written and verbal communication skills with the ability to explain complex financial information in a clear and concise manner.
• Interpersonal skills to build and maintain positive relationships with customers and internal departments.
• Ability to prioritize tasks, manage multiple deadlines, and work independently while also being a team player.
• Problem-solving skills and the ability to find solutions to customer inquiries and billing issues.
• Professional demeanor and ability to interact positively with customers in potentially sensitive situations.

Physical Demands:

• Extended periods of sitting at a workstation
• Speaking in person and over the telephone or Teams online and the ability to hear, comprehend, and document detailed information from others.
• Ability to type, reach and grasp.
• Intermittent standing and walking within the office environment.
• Ability to communicate verbally and in writing for extended periods over the phone and in person.
• Occasional lifting or carrying objects weighing less than 10 lbs.

Essential Job Functions:

• Maintain and update customer account information
• Analyze accounts receivable aging reports to identify past due accounts
• Proactively and professionally communicate with customers regarding outstanding invoices and payment arrangements
• Research and resolve billing discrepancies and customer inquiries
• Collaborate with the sales team and customer service department to address customer concerns and ensure timely collections
• Contribute to month-end and year-end closing procedures
• Stay up-to-date on company policies and procedures related to accounts receivable
• Maintain a clean and organized work area and adhere to all company data security protocols