What are the responsibilities and job description for the Specialist position at Andis Company?
SUMMARY
Record payments to customers’ accounts, maintain accurate accounts receivable records, accurately record deductions, and work with Sales and Customer Service to resolve deductions in a timely manner.
ESSENTIAL DUTIES and RESPONSIBILITIES : Other duties may be assigned.
Accounting
- Upholds Andis Core Values in all work-related activities.
- Accurately code deductions in D365 on the same day cash is posted and updated all notes.
- Contact customers as needed to obtain complete explanations for deductions and other payment discrepancies.
- Request credit and process credit memos for deductions on a timely basis.
- Utilize D365 and Outlook ticklers to follow-up on payment discrepancies so they can be resolved in a timely manner.
- Apply credit memos accurately to customer accounts and email new credit memos to customers within 3 days of receipt.
- Process miscellaneous payments received in the mail.
- Act as back-up to the AR team in recording payments received in USD and CAD bank accounts.
- Request Proof of Deliveries when needed.
- Reconciling credit card clearing account files daily / weekly.
- Upload invoices to customers portals as needed.
- Send out CO-OP credit memos to assigned accounts who qualify for quarterly credits.
- Review and collect on past due invoices for assigned accounts.
- Back up on Freight Claims and write off those in excess of 1 year old.
- Clear Collection activities from Task list that are auto-generated by D365.
- Shipped not invoiced monitoring weekly and month end accrual.
MINIMUM QUALIFICATIONS :
- Requires associate degree or equivalent plus additional specialized training in office procedures, accounting, and / or office technology with one to three years of related experience.
- Working proficiency in Microsoft Word and Excel and D365 ERP preferred. Knowledge of Microsoft Outlook, SharePoint and Teams is helpful.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra.
Andis is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law.
Last updated : 2024-11-06
