Associate degree or equivalent from two-year college or technical school preferred
Six months to one-year related experience/training preferred
Must be well organized and detail-oriented
Effective time management skills
Requirements:
Communicate with customers regarding payment timing (i.e. Collections)
Answer all customer inquiries and reconcile customer accounts
Document customer records with payment status updates
Utilize the operating system to ensure accurate coding related to Item type/job type and class/division
Job description
Accounts Receivable Specialist DEPARTMENT: Shared Services (Finance and Accounting) REPORTS TO: Accounts Manager
Compile and maintain accounts receivable records and facilitate all accounts receivable processes with a high degree of focus on Customer Payments (i.e. Collections). DUTIES & RESPONSIBILITIES:
Highest Priority: Communicate with customers regarding payment timing (i.e. Collections).
Answer all customer inquiries and reconcile customer accounts, as needed.
Document customer records with payment status updates (Lockstep).
Utilize the operating system to ensure accurate coding related to Item type/job type and class/division.
Maintain the Company’s databases including but not limited to ServiceTrade, QuickBooks, and Lockstep.
Assist in Month End processes as well as team/department improvement initiatives.
Analyze customer information and make recommendations, as necessary.
This role will assume full responsibility of daily “Cash Applications” responsibility by the end of Q1 2023 (3/31/23).
EDUCATION & TRAINING / LICENSES & CERTIFICATIONS:
Associate degree or equivalent from two-year college or technical school preferred.
Six months to one-year related experience/training preferred.
Combination of education and experience acceptable.
Must be well organized and detail-oriented, possess effective time management skills, and be able to work well under tight deadlines.
GOALS & OBJECTIVES:
Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Think independently and solve problems in standardized situations.
PERFORMANCE MEASUREMENTS & METRICS:
Measurements and metrics as defined by the Company’s AR Scorecard.
Specific outcome-based measurements for the Company’s overall accounts receivable balances such as $ over 90, % over 90, Days Sales Outstanding, % breakdown in each aging bucket of the Company’s AR Aging.
