Accounts Receivable Specialist

Posted 4 Days Ago
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53718, Madison, WI, USA
In-Office
Mid level
Automotive • Transportation • Financial Services
The Role
Manages full-cycle accounts receivable, including customer payment reconciliation, collections, deposits, aging reports, credit reviews, credit card order approvals, cash posting, and customer inquiries. Maintains relationships with customer accounts payable contacts, monitors payment trends, supports billing and collection process improvements, and performs reconciliations and other accounting tasks.
Summary Generated by Built In

Summary:
The Accounts Receivable Specialist is responsible for full cycle Accounts Receivable including reconciling payments from customers in a timely manner. 

Responsibilities:    

  • Build and maintain positive relationships with customer Accounts Payable representatives 
  • Coordinate and monitor daily order processing and deposits 
  • Accurate and timely collections of all Accounts Receivable accounts 
  • Prepare monthly Accounts Receivable aging reports 
  • Review customer payment history and report any negative trends 

Duties:

  • Assess new customer credit application requests to form recommendations 
  • Communication with customers via phone, email, mail, etc.
  • Research and respond to all accounts receivable inquiries in a prompt manner
  • Review and approve daily credit card orders 
  • Post customer payments by recording cash, checks, and credit card transactions
  • Assist in the review and enhance billing, collection, and cash posting processes for efficiency and best practices
  • Other finance and accounting tasks, reconciliations, special projects and responsibilities as assigned
Qualifications

Education, Skills, Experience:

  • Associate’s degree in Finance, Accounting or related discipline required; Bachelor's degree preferred
  • 3 - 5 years of experience in billing, accounts receivable or credit collections would be a plus
  • Must have a solid understanding of basic accounting principles 
  • Must have strong communication skills
  • Ability to handle multiple priorities and work efficiently
  • Ability to work independently and express sound business judgment
  • Must have strong Excel spreadsheet abilities as well as Microsoft Office Suite proficiency
  • Must have attention to fine detail and be highly accurate 

Work Environment, Physical Demands:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.

CSM Job Standards Accountabilities:
Customer Focus: Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.
Communication: Visual and Verbal: Listening, speaking, and signaling so others can understand.  Communicate in spoken English well enough to be understood by others.  
Teamwork: Working cooperatively in a professional demeanor to complete work assignments.
Health, Safety, and Security:  Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site.  Follow appropriate security procedures.
Scheduling and Coordinating:  Making arrangements that fulfill all requirements as efficiently and   economically as possible.
Problem Solving/Decision-making: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
Adaptability and Lifelong Learning: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.

Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Skills Required

  • Associate's degree in Finance, Accounting, or a related discipline
  • Bachelor's degree
  • 3 to 5 years of experience in billing, accounts receivable, or credit collections
  • Understanding of basic accounting principles
  • Strong communication skills
  • Ability to handle multiple priorities and work efficiently
  • Ability to work independently and exercise sound business judgment
  • Strong Microsoft Excel skills
  • Proficiency with Microsoft Office Suite
  • High attention to detail and accuracy
  • Ability to lift 15 pounds at times
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The Company
HQ: Madison, WI
Year Founded: 1978

What We Do

CSM Companies, Inc. is a nationwide network of commercial vehicle and automotive dealerships and service centers specializing in Kenworth trucks and other automotive brands. The company offers a comprehensive network of businesses providing sales, parts, and service solutions. Their mission is to deliver innovative and cost-efficient solutions that ensure the highest level of vehicle uptime for their customers.

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