Demo

A/R Specialist

Takkion Ops Management LLC
Evansville, WY Full Time
POSTED ON 2/28/2025
AVAILABLE BEFORE 5/25/2025

Job Description

Job Description

Description :

We are seeking a detail-oriented Accounts Receivable Specialist to be in office in Casper, WY with experience using Microsoft Dynamics to join our finance team. The ideal candidate will be responsible for managing the company’s accounts receivable processes, ensuring timely collection of outstanding invoices, reconciling accounts, and maintaining accurate financial records. This role requires strong analytical skills, attention to detail, and proficiency with Microsoft Dynamics 365 (or other relevant versions).

Key Responsibilities :

  • Accounts Receivable Management :

Generate and issue invoices using Microsoft Dynamics.

  • Monitor customer accounts to ensure timely payment collection.
  • Process incoming payments (checks, ACH, wire transfers, credit card payments) and accurately apply them to customer accounts.
  • Investigate and resolve payment discrepancies.
  • Customer Account Maintenance :
  • Maintain up-to-date customer account records, including credit limits and payment terms.

  • Reconcile AR ledger and investigate any outstanding balances.
  • Coordinate with internal teams (Sales, Customer Service) to resolve billing issues.
  • Collections & Dispute Resolution :
  • Follow up on past-due invoices and send reminders / statements to customers.

  • Work with customers to resolve outstanding balances and disputes.
  • Escalate collection issues as necessary to management.
  • Reporting & Reconciliation :
  • Prepare and analyze AR aging reports to track outstanding balances.

  • Assist with month-end and year-end closing processes.
  • Support audits by providing necessary AR documentation.
  • Process Improvement :
  • Identify opportunities to streamline AR processes for greater efficiency.

  • Ensure compliance with company policies and financial regulations.
  • Requirements :

    Education & Experience :

  • Bachelor’s degree in Accounting, Finance, or a related field preferred.
  • 2 years of experience in accounts receivable or general accounting.
  • Prior experience working with Microsoft Dynamics 365 Finance & Operations (or other versions) is required.
  • Technical Skills :
  • Strong proficiency in Microsoft Dynamics for invoicing, payments, and reporting.

  • Proficiency in Microsoft Office Suite, particularly Excel (pivot tables, VLOOKUP, data analysis).
  • Soft Skills :
  • Excellent communication and customer service skills.

  • Strong attention to detail and problem-solving abilities.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • TAKKION is an Equal Opportunity Employer

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