Accounting Specialist

1.0 DUTIES AND RESPONSIBILITIES

The Accounting Specialist will be responsible for providing financial, administrative and clerical support by ensuring the company receives and makes payments and properly records the transactions by posting said payments and resolving discrepancies according to established policies and procedures in an efficient, timely and accurate manner. This role is primarily responsible for accounts receivable duties and will be cross trained with accounts payable and other duties within the accounting department.

Specific responsibilities include:

· Process and monitor incoming payments making sure they are properly posted in a timely manner.

· Prepare daily customer bank deposits and process occasional credit card payments.

· Collect on accounts by sending invoice reminders and communication with customers by phone and email.

· Email invoices to customers and post invoices daily.

· Prepare Daily Cash Report by utilizing cash receipts and disbursements and forward to management.

· Manage order releases for customers on credit watch by examining customer credit limit, current balance, and payment history.

· Build and maintain customer relationships through consistent and personal communications.

· Maintain a daily log of all interactions with customers to be reviewed internally.

· Monitor customer account details for non-payment, delayed payments, and other irregularities.

· Verify and resolve account discrepancies by obtaining and investigating information from customer service departments and customers.

· Respond to and resolve client billing issues and questions.

· Prepare freight invoices to customers as needed.

· Issue customer credit and debit memos.

· Open and distribute mail.

· Other duties as assigned.

2.0 REQUIREMENTS

2.1 EDUCATION AND TRAINING

· High School Diploma.

· Associates Degree or equivalent from a two- year college preferred.

2.2 EXPERIENCE

· 2 years of related accounts receivable experience is preferred.

· Experience with Microsoft Office Quickbooks, and E2 is preferred. Experience with an ERP system, particularly Epicor Kinetic, is a plus.

2.3 KNOWLEDGE AND SKILLS

· Ability to calculate, post and manage accounting figures and financial records.

· High degree of accuracy, attention to detail and confidentiality.

· Excellent data entry skills.

· Effective verbal, listening and written communication skills.

· Positive attitude and willingness to adapt to change

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift

Education:

• Associate (Preferred)

Experience:

• Accounting: 2 years (Required)

Work Location: In person