Accounts Receivable Specialist

Role Overview

• Provide Accounts Receivable and Collections services to customers for all Lines of Business supported
• Act as expert advisor on Accounts Receivable and Collections services and provide support on client servicing and financial operations related items, including account reconciliation, collections, analysis, and problem resolution
• Act as primary point of contact for billing and collection inquiries from internal and external business partners
• Research and resolve a variety of complex internal and external inquiries
• Efficiently and accurately perform moderate to complex Accounts Receivable activities including but not limited to billing, cash application, reconciliation, customer research and exception activities for all lines of business supported
• Create, review, and recommend necessary documents to generate customer billing
• Provide accurate and complete information to business partners and customers and assist them in understanding the billing and collection process
• Use a data-driven approach in resolving billing disputes and payment issues through the analysis and review of information, provide alternate solutions
• Resolve outstanding aging balances for accounts, using knowledge of business systems and their relationship to billing and collections
• Execute internal and external collection activities to maximize cash flow and ensure compliance with company policy, procedures, and financial controls
• Recommend billing adjustments, write-offs, and customer refunds to management, ensuring documentation is prepared for review and approval
• Prepare timely and accurate billing and reconciliation reports as needed
• Identify at-risk customers based on established triggers
• Coordinate with customers, Sales, Management, and other key business partners to problem solve issues impacting billing and receivables strategies
• Analyze customer requirements, provide education on capabilities, and in collaboration with account team, provide recommendations for structure, membership, and billing to support complex requirements and performance standards
• Identify, document and track trends that may be symptomatic of larger system or process issues; escalate to the appropriate contacts and work with leadership to develop solutions
• Comply with and maintain data integrity of confidential information, security policies, company policies, internal controls, and procedures
• Help onboard and mentor new teammates and flex as needed, to support the business need

Requirements

• Two to four years of Account Service or Banking/Accounts Receivable experience or equivalent experience
• Bachelor’s degree in Accounting, Finance, or related field preferred
• One year of experience working in an ERP based Accounts Receivable environment preferred
• Active Accounts Receivable Specialist Certification preferred
• Solid understanding of basic accounting principles, familiarity with SAP preferred
• Strong problem-solving skills, basic accounting principles knowledge, documentation skills, research and resolution skills, data analysis and multi-tasking skills
• Critical thinking and analytical, with a solution-oriented approach to work
• Ability to perform detailed work with numerical data, analyze data, oversee assigned tasks and projects, make informed decisions, and meet tight deadlines
• Excellent communication and interpersonal skills to effectively communicate with internal and external business partners
• Proficient in MS Office applications and using data to provide reports that are clear, complete, and understood by both finance and operations audiences
• Must be available to work within the full range of division hours of operation

Tech Stack

• ERP

Benefits

• Eligible bonuses and commissions
• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements