Accounts Receivable Representative

POSITION SUMMARY

The Senior Accounts Receivable Representative is responsible for overseeing the daily management of accounts receivable processes, including invoicing, collections, account reconciliation, and reporting. This role ensures accurate billing, timely collections, and proper recordkeeping in line with company policies and industry regulations. The position requires the ability to collaborate effectively with internal teams, resolve payment discrepancies, and contribute to process improvements that enhance the efficiency and accuracy of the AR function.

Accounts Receivable Management:

• Oversee the daily operations of accounts receivable, ensuring accurate invoicing, timely payments, and proper documentation.
• Maintain and update AR records within the accounting system to ensure up-to-date and accurate financial data.
• Prepare and send invoices to customers, ensuring compliance with agreed billing terms and conditions.
• Ensure all transactions are recorded properly and reflect the accurate financial position of the company

Collections:

• Monitor aging accounts and follow up with customers to ensure timely collection of outstanding invoices.
• Establish and maintain strong relationships with customers to facilitate payment collection.
• Collaborate with internal departments and team members to resolve any payment discrepancies or issues.

Account Reconciliation:

• Reconcile customer accounts, ensuring that payments are applied correctly and identifying discrepancies.
• Investigate and resolve payment disputes or discrepancies in a timely manner.
• Prepare regular AR aging reports for management and senior leadership, providing insights into the status of outstanding invoices and collection efforts.

Reporting and Analysis:

• Generate and analyze AR aging reports, identifying trends, risks, and areas for improvement.
• Provides data to support monthly, quarterly, and annual reports on AR performance and cash flow status.
• Assist in the preparation of forecasts and budgets related to accounts receivable.

Process Improvement and Compliance:

• Identifies and collaborates with management on process
• improvements to enhance the efficiency and accuracy of the accounts receivable process.
• Ensure compliance with internal policies, accounting standards, and relevant financial regulations (e.g., GAAP).
• Assist in training and onboarding new team members and

SKILLS AND QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (preferred).
• Minimum 3-5 years of experience in accounts receivable, collections, or a similar finance-related role.
• Experience with ERP systems (e.g., Salesforce or similar) and accounting software.
• Strong knowledge of AR processes, billing cycles, and payment collections.
• Strong understanding of accounting principles and AR processes.
• Excellent communication and interpersonal skills for dealing with customers and internal teams.
• Ability to manage multiple priorities and meet deadlines.
• Attention to detail and strong problem-solving skills.
• Proven ability to work independently with minimal supervision.

SCHEDULE REQUIREMENTS

• Full-time position with standard office hours, Monday through Friday.
• Occasional overtime may be required to meet deadlines or resolve time-sensitive issues.

PHYSICAL REQUIREMENTS

• The role requires sitting for extended periods and occasional use of office equipment such as phones, computers, and printers.
• Occasional lifting of files or materials up to 10-15 pounds may be required.

NOTE

The specific examples in each section are not intended to be all-inclusive, they represent the typical elements and criteria considered necessary to perform. Other job-related duties may be assigned and could require work outside of duties listed. This description is subject to change, at the sole discretion of the Company, and in no way creates an employment contract, implied or otherwise; “at will” employment remains.