
Financial Specialist
2 weeks ago
We are seeking a detail-oriented and dependable accounts receivable specialist with experience in the wholesale and retail industry to manage invoicing, payment collection, customer account reconciliation, and collect payments from retail companies.
Responsibilities:- Generate and send accurate invoices based on sales orders, purchase orders, and delivery confirmations
- Post payments and apply them to customer accounts
- Monitor accounts receivable aging reports and follow up on past due invoices
- Communicate with wholesale and retail customers regarding billing inquiries, discrepancies, and payment status
- Reconcile customer accounts and resolve payment variances or short-pays
- Coordinate with the sales and shipping departments to validate order completion and billing accuracy
- Maintain and update customer account records in the accounting system
- Assist with credit checks and establish customer credit limits in coordination with management
- Prepare AR reports and metrics for internal review and forecasting
- Support month-end close processes including account reconciliations and journal entries related to AR
- 2+ years of experience in accounts receivable, preferably in a wholesale or retail environment
- Proficient in accounting software such as QuickBooks, NetSuite, SAP, or similar systems
- Familiarity with wholesale terms, shipping/delivery documentation, and EDI billing (if applicable)
- Strong organizational, analytical, and communication skills
- High attention to detail and ability to work independently in a fast-paced setting
This is an excellent opportunity to utilize your accounting expertise and contribute to the growth and success of our organization.
You will be responsible for managing all aspects of accounts receivable, including but not limited to:
Invoicing and Payment Processing: Generate and send accurate invoices based on sales orders, purchase orders, and delivery confirmations. Post payments and apply them to customer accounts in a timely manner.
Accounts Receivable Management: Monitor accounts receivable aging reports and follow up on past due invoices. Reconcile customer accounts and resolve payment variances or short-pays.
Customer Communication: Communicate with wholesale and retail customers regarding billing inquiries, discrepancies, and payment status.
Credit Checks and Account Maintenance: Assist with credit checks and establish customer credit limits in coordination with management. Maintain and update customer account records in the accounting system.
Reporting and Analysis: Prepare AR reports and metrics for internal review and forecasting. Support month-end close processes including account reconciliations and journal entries related to AR.
Key qualifications include 2+ years of experience in accounts receivable, preferably in a wholesale or retail environment, proficiency in accounting software, and strong organizational, analytical, and communication skills.
We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
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