Apply ACH, wire, check, and credit card payments accurately and timely.
Maintain detailed audit trail and deposit documentation.
Investigate and resolve unapplied or misapplied cash.
Monitor payment gateway postings and exception reports.
Prepare and analyze daily and monthly aging reports.
Execute structured collections outreach (30/45/60/90+ days).
Maintain professional communication with clients regarding outstanding balances.
Track payment commitments and follow through to resolution.
Distinguish disputed invoices from delinquent accounts.
Recommend credit holds and escalation actions when appropriate.
Prepare Customer Prepayment (deferred revenue) roll-forward schedules.
Reconcile prepayments and deposits.
Support revenue recognition alignment.
Assist with allowance for doubtful accounts analysis.
Maintain customer credit files and approved payment term register.
Monitor customer credit exposure and concentration risk.
Participate in credit limit reviews and adjustments.
Identify accounts requiring reserve consideration.
Provide monthly A/R close package including various schedules and reports.
Monitor duplicate payments and refund exposure.
Prepare refund documentation (dual approval required).
Support audit requests and confirmation processes.
Perform other duties and assist with audits and projects as assigned.

Associate degree or similar (Finance/Accounting) (Required)
3-5 years of Accounts Receivable experience (Required)
Intermediate to advanced level in Excel (Required)
Experience working with Salesforce Enterprise (Preferred)
Experience working with Salesforce Revenue Cloud (Preferred)
Experience working with Oracle BOSS Financial system or other enterprise-level financial systems (Preferred)
Advanced level of knowledge in English (Preferred)
Advanced level of knowledge in Mathematics (Required)
Intermediate level reasoning Skills/Abilities (Required)
Decisive, assertive, and detail-oriented (Required)
Excellent planning and organizing skills (Required)
Problem-solving (Required)
Teamwork (Required)
Customer service orientation (Required)
Excellent communication skills (Required)
Ownership of objectives and accountability (Required)
Judgment according to SGS standards of ethics and integrity (Required)
Intermediate user proficiency in MS Office Suite (Outlook, Word, Excel, PowerPoint) (Required)
Adequate knowledge in technology relating to the position (Required)

Receivables and Collections Specialist

Key skills