What are the responsibilities and job description for the Accounts Receivable Coordinator position at North American Roofing?
North American Roofing boasts over 45 years of expertise in providing high-quality flat and low slope commercial roofing solutions across the United States. Specializing in TPO, PVC, and EPDM roofing systems, we excel in delivering durable and energy-efficient roofing solutions tailored to meet the needs of commercial and industrial clients. While our primary markets are concentrated in the Southeast, our capabilities extend nationwide, allowing us to effectively serve clients wherever their projects take them.
We have a current opportunity for an Accounts Receivable professional to join our Finance and Accounting team. This role will join our hybrid workforce in Tampa with three days a week in office and 2 remote.
Job Duties :
Maintain electronic log of open production contracts by merging accounting software (Sage 100) with production management (Microsoft Dynamics) to review progress statuses and contracts ready to bill based on billing terms.
Track and monitor as needed for updates. Confirm proposed billings with project managers for approval to invoice.
Proactively gather all information for processing customer invoices accurately and timely including invoice submission, lien waivers, AIA payment application forms, and any other documentation according to customer requirements. Coordinate delivery to proper parties.
Ensure the timely submission of invoices whether via e-mail or e-bill through customer's 3rd party portals. Monitor and coordinate re-submission of rejected e-bills as needed.
Perform daily cash receipt deposits for ACH / Lockbox, checks, wires, and credit card payments. Generate daily deposit reporting and distribute to team.
Process updates for all change orders as approved and verified by operations or clients as necessary.
Ensure customer information and contracts are accurately reflected in Sage 100 / MAS (Original / Revised Price, PO or WO, billing and payment terms). Perform daily project / dispatch imports from Production / Service systems into MAS.
Track and monitor customer receivables, ensuring collection based on contracted terms. Maintain weekly update to customer A / R aging subledger for past due accounts via MS Teams channel. Communicate with customers to understand those payment delays and course of action required for collection.
Collaborate with other departments (Sales, Production, Service, Finance) for assistance with customer inquiries and account resolutions.
Tracking of all customer contract terms with full understanding of master customer agreements in place.
Administration of Service department billings ensuring timely delivery to clients for leak calls and repair contracts.
Prepare and deliver weekly billing reports for Service department revenue generated.
Additional administrative duties as assigned by management.
Skills and Qualifications
High school diploma or equivalent
3 years relevant experience or bachelor’s / associate’s degree in accounting / business
Knowledge of AIA billings (standardized process for requesting payments on construction projects)
Experience with e-billing customer portal systems a plus (Customer Portals : Service Channel, Ariba, Office Trax, etc.)
Lien release & NTO experience a plus / Notary (preferred)
Strong organizational and decision-making skills
Strong customer service and communication skills
Proficiency in invoicing and data entry accuracy requiring close attention to detail
Ability to reconcile accounts and meet deadlines
Proficient in Microsoft Office – Advanced Excel user
Work is performed in a hybrid, general office environment with three days in our Tampa office and two days working remote.
Occasional lifting up to 10 pounds is required. Repetitive finger / hand / forearm motion necessary for completing data entry. Ability to manipulate keyboards, telephone keypads and copy equipment are essential. Talking and listening are required for answering telephones and conversing personally with customers and staff. Manual dexterity required for accessing filing cabinets in various locations.
Multiple consecutive hours working on a computer and viewing data on a computer screen.
Required Skills
Required Experience
