Accounts Receivable Specialist

The Company

Founded in 1990, Pacific Rim Capital (PRC) is one of the largest independent equipment leasing

companies and payment solutions providers in North America. PRC specializes in financing powered industrial vehicles, transportation fleets, warehouse automation solutions (AGVs), clean energy technology, mobile datacenters, and IT & communications equipment. We are headquartered in Irvine, CA. have grown to over 100 team members and manage a portfolio of nearly $5 billion in equipment assets, proudly serving a roster of valued Fortune 500 companies.

Job Summary

The Accounts Receivable Specialist is primarily responsible for managing all day-to-day lease servicing activities including client relations, billing, purchase order maintenance, troubleshooting, and internal and external stakeholder collaboration and communication.  A successful Specialist takes daily measures to ensure data integrity, accurate reporting and effective communication.  The Specialist is considered the subject matter expert as it relates to their customer portfolio of leases and participates in continuous process improvement by collaborating with other members of the Financial Operations department and PRC at large.

Key Responsibilities

Lease Servicing:

• Maintains day-to-day client relationships related to active leases.
• Maintains all leases related to assigned client accounts (i.e. leased assets, recording and linking purchase orders, updating asset locations, creating purchase order quotes, generating invoices, and other lease servicing activities).
• Compiles financial information from various sources and systems to reconcile customer accounts.
• Maintains schedules to track lease modifications related to equipment returns and purchases.
• Uploads invoices to customer billing portals and manages any exceptions.
• Makes journal entries related to any necessary billing adjustments.

Data Integrity:

• Reviews new contracts to obtain pertinent information regarding customer payment terms, approval processes, billing requirements, effective dates and details for obtaining purchase orders.
• Researches, inquires and confirms information regarding customer related processes for purchase orders and billing.
• Compares contract terms and purchase order documents received from customers to verify consistency and accuracy.

Communication:

• Participates in meetings and conference calls with internal and external stakeholders to discuss assigned accounts.
• Responds quickly and effectively to internal and external customer inquiries.
• Maintains records to track progress related to obtaining purchase orders, payments and other lease related information.
• Reports information to management when billing is held due to administrative delays after contracts are executed.

 Process Improvement:

• Tests system enhancements and validates system reporting as needed.
• Communicates ideas for improving efficiency and internal control to Management.
• Reports system errors and assists in troubleshooting.

Requirements

• Bachelor’s Degree in business, economics, finance, computer science and/or related field
• Intermediate to advanced experience with Microsoft Excel required
• Intermediate to advanced experience with other Microsoft Office applications (Outlook, Word and PowerPoint)
• Ability to calculate interest and other economics related to lease transactions
• Exceptional verbal, written and interpersonal communication
• Ability to work under varying levels of urgency and time constraints
• Detail oriented with strong analytical and problem-solving skills
• Effective organizational and time management skills, prioritization of projects and tasks
• Self-starter
• Collaborative
• 3-5 years of experience is a plus
• Experience reviewing and understanding financial statements, lease schedules and legal documents a plus
• LeaseWave, QuickBooks, Great Plains, Salesforce or similar software experience a plus

Compensation and Benefits

• Salary: $52,000-$58,240, hourly $25-$28
• Performance Bonus: Eligible for a quarterly bonus of up to 10%, bringing the total compensation range to $57,200-$64,064
• Health Benefits: Comprehensive medical, dental, vision, and life insurance, along with an Employee Assistance Program and 401(k) plan with company match, available for full-time employees.
• Paid Time Off: Accrue three weeks of PTO annually.
• Holidays: Enjoy 11.5 paid holidays throughout the year.
• Work Environment: Flexible hybrid work arrangement available once you are fully integrated into your role.
• Culture Committee: Join our volunteer-based culture committee to help shape our workplace culture.
• Company Activities: Participate in monthly company events and quarterly team-building activities.
• Office Amenities: Work in our modern office located in central Orange County, CA, featuring sit-stand desks and a vibrant atmosphere.
• Refreshments: Daily snacks, along with premium coffee and tea options, provided.

Salary : $25 - $28