What are the responsibilities and job description for the Accounts Receivable Specialist position at CDI Opportunities?
Join the California Dairies, Inc. (CDI) team, a farmer-owned cooperative dedicated to sustainably producing the highest quality dairy products while fostering a culture of innovation and collaboration. CDI products are delivered locally and around the world.
Our Visalia corporate office serves as the central hub for the CDI enterprise, driving strategic decision-making, innovation, overall business support, and growth across our diverse portfolio of dairy products and brands.
We encourage you to be part of our team that's shaping the future of dairy, right from the heart of California!
We offer a generous total rewards package that includes:
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Hourly Wage $21.09- $29.93
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Family medical/dental/vision
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Retirement plans
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Paid holidays
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Paid vacation
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Tuition reimbursement
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Incentive Programs
Job Summary
The Accounting Specialist will manage cash control procedures, apply strong reasoning skills, perform complex mathematical computations, and resolve issues. This role requires good judgment, tact, and effective people skills when interacting with customers, the public, and colleagues. Proficiency in Microsoft Office applications (Word, Excel) and accounting systems is essential.
Essential Functions
- Receive and process cash receipt transactions.
- Review POs, spot agreements, contracts, and sales orders to verify incoterms and ensure pricing accuracy.
- Process AR billings with high degree of accuracy.
- Collaborate with Customer Service or directly with customers to resolve pricing discrepancies.
- Input and process customer deductions related to pricing discrepancies, short or mis-shipments, scorecard deductions, and late delivery/loss of sale claims.
- Prepare deduction write-offs for management approval.
- Crosstrain with team members to provide support during absences.
- Adhere to safety regulations and company working policies.
- Must have the ability to get along with co-workers, management personnel, customers, vendors, and employees in accordance with the company policies and working rules while ensuring a harmonious and conducive work environment.
- Maintain a positive attitude and contribute towards a quality environment.
- Excellent regular full-time attendance in support of company objectives.
- Use initiative and judgment in making decisions, keeping with California Dairies, Inc. best interests.
- Perform other duties as assigned by management.
Supervisory Responsibilities
This position has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Cash Application experience is required.
- High-Volume, complex billing experience is preferred.
- Proficient in using a personal computer with knowledge of Windows, Microsoft Word, Excel, and 10-key by touch.
- Experience with an ERP system is required; Dynamics 365 is a plus.
- Excellent organizational and communication skills.
Education and/or Experience
- Minimum 2 years Accounts Receivable or billing experience required.
- Bachelor’s degree in Business, Accounting, or Finance is desirable, or equivalent experience in lieu of education.
- Strong verbal and written communication skills.
- Proficient computational and math reasoning skills are required.
- Ability to operate equipment effectively after an initial training period.
- Excellent written and spoken English.
- Ability to ensure the confidentiality and security of financial files
- Experience in dairy billing is preferred.
Language Skills
A well-modulated tonal volume is required with excellent diction skills needed. Office personnel need excellent written and verbal communication skills for relaying and reporting information. All office personnel work on the main switchboard for varying lengths of time throughout the week, requires excellent hearing and speaking skills.
Reasoning Ability
Must have the ability to apply common sense understanding to carry out instructions given in written, oral, or diagram form. Must have the ability to discern when issues may require input from levels of authority within the corporation.
Certificates, Licenses, Registrations
None required.
ADA/FEHA
The Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and California’s Fair Employment and Housing Act.
EEO
The Company is an equal employment opportunity employer.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The company will make reasonable accommodations that do not cause an undue hardship if such an accommodation enables individuals with disabilities to perform the essential functions of the position.
Sitting/Standing/Walking: Office personnel spend about 75% of their time sitting at their desk while performing computer or manual accounting and other clerical duties. They walk short distances to retrieve and replace files, to photocopy or fax documents, and to interact with other office personnel.
Lifting/Carrying: Office personnel rarely carry items weighing over 15 to 20 lbs. Most items would be files or documents weighing less than 10 lbs, and most would be carried short distances. They are directed to seek assistance for heavier items such as a full box of photocopy paper.
Pushing/Pulling: They may occasionally push or pull files, stacks of documents, or boxes of documents, which may be in files or on shelves at any height. They are directed to seek assistance for anything heavy.
Bending/Stooping: Office personnel frequently bend and stoop to retrieve and replace files and documents in file drawers or on lower shelves.
Squatting/Kneeling/Crawling: Office personnel frequently squat or kneel to retrieve and replace files and documents in file drawers or on lower shelves.
Twisting/Turning: Office personnel extensively twist, turn and move their head, neck, shoulders, arms and hands at various angles performing heavy computer input, and comparing information from their computer monitor with paper documents. While standing or sitting at their workstation, they occasionally twist or turn to retrieve or replace something from an area beside or behind their workstation.
Climbing/Balancing: They walk up and down one flight of stairs several times throughout a day. Stairs are used for regular entry into and exit from the office building. One flight of stairs is accessed throughout the day to move from one work area to another within the building.
Reaching: They may reach overhead to retrieve or replace files or documents on high shelves.
Grasping/Manipulating: Office personnel need full range of motion in both hands for heavy computer input and for using other office equipment including calculators, typewriter, fax machines as well as for sorting through and organizing large stacks of documents.
Equipment
Operating standard office equipment such as copiers, scanners, phones and calculators.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The company will make reasonable accommodations that do not cause an undue hardship if such an accommodation enables individuals with disabilities to perform the essential functions of the position. The work here is an office environment.
Salary : $21 - $30