Accounts Receivable Specialist

Job Summary

As an Accounts Receivable Specialist, you will manage the collection and posting of amounts owed by customers in a timely and accurate fashion. Your role involves meticulous record-keeping, addressing client inquiries with a high standard of customer service, and collaborating with internal teams to optimize billing processes. Strong communication skills and a keen eye for detail are essential for success in this position.

Essential Duties and Responsibilities

• Responsible for setting up and maintaining customer files.
• Ensure payments received are posted to the appropriate customer accounts.
• Respond to customer emails and phone calls regarding invoices, statements, or payments.
• Prepare customer statements monthly and assist customers in getting set up for emailed statements.
• Recommend ways to improve processes and efficiencies in the Accounts Receivable department.
• Generate invoices for machines shipped in the current period.
• Participate in audits by providing necessary documentation and explanations.
• Contribute to enhancing cash flow forecasting by actively participating in the Accounts Receivable component of the forecast.
• Assist Salespeople with customer invoices, customer balances, and statements.
• Assist with the implementation of systems and internal controls for general accounting.
• Contact customers with past due balances and collect balances owed while preserving customer relationships.
• Reconcile assigned balance sheet accounts.
• Research invoices, customer payments, and other related discrepancies and irregularities and help ensure accurate and appropriate recording and analysis.

Additional Duties and Responsibilities
Other duties and responsibilities may be assigned as necessary.

• Work in a team environment with little or no supervision.
• Maintain a safe, organized, and clean work environment.
• Fill in during team member absences.
• Maintain strict confidentiality of financial records and information.
• Promote the company’s core values: integrity, respect, commitment, quality, innovation.

• Bachelor’s degree in accounting, finance, business management, or related field, or 2-3 years’ experience in a similar role.
• Working knowledge of accounting principles.
• Familiar with general ledgers, chart of accounts and bank statements.
• Demonstrated experience with Excel, Word, and Outlook required.
• Accounting ERP related experience is necessary; SyteLine experience is preferable.
• Must be able to effectively handle multiple tasks simultaneously in a deadline driven environment.