Accounts Receivable Specialist

Purpose

The Accounts Receivable Specialist assists with the shared services billing and accounts receivable department functions. This includes preparing invoices and finalizing billing to ensure the client is billed accurately and timely. The role is also involved with collections on customer accounts.

Essential Duties/Responsibilities

• Reconciles various accounts to support monthly closing process.

• Reviews and edits accounting entries and transactions for accuracy and proper documentation.

• Monitors and builds client relationships, communicating schedules and troubleshooting problems.

• Sets up and establishes customer accounts, insurance, and credit limits in the Company’s financial systems.

• Reviews approved orders and generates invoices from accounting system for delivery to customers.

• Applies customer receipts in the accounting system and investigates unapplied credits when necessary

• Ensures compliance with Company’s internal control policies as it relates to assigned areas of responsibility.

• Monitors billing of orders to ensure timely invoice preparation and delivery to customer.

• Handles billing and customer communication on past due accounts, including collection calls as needed.

• Processes credit card payments via PayPal for various customers.

• Tracks and processes credit memos and customer refunds as necessary.

• Maintains a filing system for all financial documents.

Position Requirements

• Associates or a bachelor’s degree in Accounting preferred, however a combination of education and experience will be considered.

• 1-3 years of accounts receivable/billing experience preferred.

• Demonstrable knowledge of accounting principles and practices.

• Effective communication skills, ability to prepare and present to clients and various levels of employee populations.

• Self-motivated, resourceful, personable and easily adaptable to changing situations.

• Demonstrates high level of organization and attention to detail.

• Works collaboratively with people in the group and in other parts of the organization; supporting others when requested.

• Considers internal and external customer needs when setting priorities.

• Follows through on commitments made to internal and external customers.

• Ability to work in a fast-paced environment handling and coordinating multiple tasks.

• Proficiency in the use of personal computers including such programs as MS Word, Excel, Access, PowerPoint and Outlook.

• Prior experience with SAGE and R2 systems a plus.

Note

The job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individual with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.