Creates invoices according to company practices; submits invoices to customers.
Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.
Generates and sends invoice reminders.
Generates monthly billing statements based on general ledger.
Drafts correspondence for standard past-due accounts and collections, identifies delinquent accounts by reviewing files.
Contacts delinquent account holders to request payment.
Researches customer discrepancies, irregularities in receipts and past-due amounts.
Audits all receipts on a determined schedule to ensure accuracy in accounting.
Creates reports regarding the current status of customer accounts as requested.
Works collaboratively with accounting staff as well as other departments to ensure accuracy in records and finances.
Updates and maintains sales tax exemptions.
Manages the finance ticketing system for Yubico Inc. (in process).
Requirements
3+ years of experience with Accounts receivable function preferred.
Avalara tax software or similar system experience.
Ability to work independently in a fast paced, high-volume, complex and dynamic environment.
Excellent computer and navigation skills in a Google Workspace environment.
ERP experience, NetSuite preferred.
Ability to maintain a high-level of confidentiality, a professional demeanor and to represent the organization in a positive manner at all times.
Must demonstrate an acceptable level of maturity and good judgment.
Problem solving—identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
Serviceminded—manages difficult vendor situations, responds promptly to needs and solicits vendor feedback to improve service.
Oral and written communication—speaks clearly and persuasively in positive or negative situations.
Completes written correspondence and other formal communications skillfully and professionally.
Quality management—looks for ways to improve and promote quality and demonstrates accuracy and thoroughness.
Planning/organizing—prioritizes and plans work activities, uses time efficiently and develops realistic action plans.
Adaptability—adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
Dependability—is consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.
Tech Stack
ERP
Benefits
Health coverage.
401K dollar per dollar match up to 6% with a cap of $6K/year.
$1,200.00 in wellness earnings.
Yearly development stipend of $3,000.
15 vacation days plus 10 holidays, and 7 sick days a year.
8 weeks of paid parental leave for all parents and an additional 8 weeks for birthing parents.