What are the responsibilities and job description for the Accounts Receivable Deduction Representative I position at Martin’s Famous Pastry Shoppe?
Summary :
As a member of the Martin's Family, the Deduction Representative I'sprimary responsibility is to research and analyze customer deductions for product shortages, damages, pricing, promotion, advertising or other deductions taken by customers and collect past due invoicesby working closely with internal and external customersto resolve routine discrepanciesby performing the following : Essential Duties and Responsibilities : include the following. Other duties may be assigned.
Collaborates with cash application, credit, sales and other internal partners to perform analysis on customer deductions, including but not limited to , audits, shortages, promotions, advertising allowances, etc.; resolves issues in a timely manner.
Reconciles and resolves customer audits.
Manages standard Oracle deductions such as sample s, damages, fees, etc .; creates debit and credit memos using receivable and revenue codes as directed by Accounting Manager.
Communicates professionally with internal and external customers regarding routine deduction issues , including but not limited to, phone calls, letters, emails and / or meetings to collect payment .
Maintain s a productive relationship with sales personnel to resolve deductions discrepancies and past due invoices.
Consistently documents analysis and communication utilizing technology provided and best practices .
Researches and resolves aged invoices and unapplied payments.
Assesses the collectability of an account.
Escalates identified risk to AR Supervisor .
Works with Deduction team or AR Analyst to formulate recommendation for payment plans and write-offs.
Provides proper documentation to support write-offs or charge backs .
Provides timely and accurate reporting on aging.
Works with Cash Application team , AR Analyst and sales to facilitate timely promotion- end reconciliations for billback promotions.
Assists with related special projects.
Maintains electronic files in accordance with standard file naming convention.
Scans and files.
Supervisory Responsibilities :
This job 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.
Education and / or Experience :
High School Diploma or GED;
Associate’s degree (A. A.) or equivalent from two-year College or technical school; or
Three to twelve months related experience and / or training in a general accounting environment ; or
Equivalent combination of education and experience.
Language Skills :
Ability to read and comprehend instructions, correspondence and memos. Ability to write correspondence. Ability to effectively present and communicate information in one-on-one and small group situations to customers, clients and other employees of the organization.
Mathematical Skills :
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent and to draw and interpret bar graphs.
Reasoning Ability :
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to identify and solve routine problems using variables in standardized situations. Ability to multitask and navigate multiple systems.
Computer Skills :
Knowledge of accounting software and Microsoft Excel software a plus .
Ability to type required.
Ability to operate 10-key calculator keypad required.
Other Knowledge, Skills and Abilities :
Ability to prioritize multiple tasks.
Self-motivated, ability to work independently .
Works well in team environment.
High attention to detail.
Organizational skills .
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and / or move up to 50 pounds.
Work Environment :
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the w ork environment is usually moderate .