What are the responsibilities and job description for the Financial Transaction Coordinator position at Control Associates Inc?
Role Summary
The Accounts Receivable Clerk will be responsible for daily data entry, responding to customer inquiries, managing customer portals, distributing invoices, collecting payments, and reviewing A/R Aging.
Responsibilities:
Work Environment:
Normal working hours are Monday through Friday, 8:00 AM to 5:00 PM.
Required Skills and Qualifications:
The Accounts Receivable Clerk will be responsible for daily data entry, responding to customer inquiries, managing customer portals, distributing invoices, collecting payments, and reviewing A/R Aging.
Responsibilities:
- Timely and accurate data entry of customer invoices and credits.
- Respond to customer inquiries and requests for supporting documentation.
- Identify and resolve discrepancies on customer portals.
- Submit customer invoices and collect payments through customer portals.
- Process credit card payments and remit corresponding invoices.
- Apply and lift customer credit holds within the ERP accounting system.
- Review A/R Aging, assess bad debt, and propose write-offs to A/R Collections.
- Prepare commission invoicing and present it to the Credit Manager for review and approval.
Work Environment:
Normal working hours are Monday through Friday, 8:00 AM to 5:00 PM.
Required Skills and Qualifications:
- Associate's degree or higher required.
- 4 years of Accounts Receivable experience required.
- Excellent attention to detail is required.
- Customer-facing role requires excellent written, verbal, and electronic communication skills.
- Intermediate Microsoft Excel skills are necessary; advanced Excel experience is preferred.
- Previous work experience with any accounting tools/software within an ERP is ideal.
- Satisfactory completion of training on CAI operating systems and accounting software packages is required.
