Job Description
Job Description
Description :
Position Title : Accounts Receivable Clerk / Specialist
Job Overview : The Accounts Receivable Clerk is responsible for managing incoming payments, ensuring accurate recording of financial transactions, and maintaining customer accounts. This role plays a critical part in the financial health of the company by managing the timely collection of outstanding invoices, reducing bad debt, and ensuring financial reporting accuracy.
Key Responsibilities :
Prepare and send invoices to customers in a timely manner.
Ensure invoices are accurate, including verifying amounts, due dates, and terms.Payment Collection :Monitor customer accounts for overdue payments.
Contact customers via phone, email, or mail to remind them of outstanding balances.Assist in negotiating payment plans or settlements for overdue accounts.Account Reconciliation :Perform regular account reconciliations to ensure all payments are accounted for and accurately recorded.
Investigate discrepancies and resolve any issues related to customer accounts.Credit Management :Assess customer credit risk and adjust credit limits as needed.
Work with sales and finance teams to evaluate new customer credit applications.Reporting :Prepare AR aging reports to track overdue payments and ensure timely follow-up.
Provide regular updates to management regarding outstanding receivables and collections progress.Customer Service :Address customer inquiries regarding billing and payment issues in a professional and timely manner.
Collaborate with other departments to resolve customer disputes related to invoices or payments.Administrative Support :Maintain accurate records of all transactions and customer communications.
Assist with month-end and year-end close processes, ensuring all AR-related transactions are processed.Requirements :
Skills & Qualifications :
Education : High school diploma required; Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred.Experience : Previous experience in accounts receivable, billing, or a related field is a plus.Technical Skills : Proficiency in Microsoft Office Suite (Excel, Word) and accounting software (e.g., QuickBooks, SAP).Attention to Detail : Ability to work with high accuracy and handle financial data responsibly.Communication : Strong written and verbal communication skills, with the ability to work with both customers and internal teams.Problem-Solving : Skilled at investigating discrepancies and resolving issues.Time Management : Ability to manage multiple tasks and deadlines in a fast-paced environment.Preferred Skills :
Experience with collections or credit management.Knowledge of accounting principles and financial reporting.Yiddish - a plus
