Accounts Receivable Specialist
6 days ago
The Accounts Receivable Specialist provides accounts receivable support by monitoring all aspects of the collection of outstanding debts owed to the company. The AR Specialist checks missing and unresolved payment issues, monitors overdue accounts, and prepares statements. This role has both a day-to-day and ongoing impact on financial transactions, ensuring billing accounts remain accurate, timely, and in good standing with valued customers.
This position involves diplomatic interaction with customers to provide billing information and support in order to facilitate swift payment of invoices due to the organization.
Essential Functions
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to complete each essential function (job duty/requirement) satisfactorily. Reasonable accommodations will be made to enable qualified individuals with disabilities or sincerely held beliefs to perform the essential functions. Please contact HR for additional information.
Key Responsibilities:- Perform day-to-day processing of financial transactions to ensure company finances are maintained in an effective, accurate, and up-to-date manner
- Research billing transactions in Great Plains and/or customer portals
- Create AR aging and metrics reports
- Work with billers, account managers, and operations teams to resolve invoice issues
- Check missing and unresolved payment issues
- Stratify collection activities to maximize cash receipts
- Investigate unidentified, lost, or rejected payments
- Respond to trends involving unapplied cash
- Contact customers regarding overdue accounts and determine reasons for non-payment
- Collaborate with the AR Manager to maintain collection goals and A/R performance levels
- Post and reconcile customer payments to general ledgers
- Maintain accurate records of customer payment status
- Maintain documentation for compliance reporting and audits
- Perform other related duties as assigned to ensure the efficient and effective functioning of the work unit
- Associate Degree or an equivalent combination of education and experience required
- 3–5 years of experience as an AR Analyst recommended
- Knowledge of the HVAC/R industry preferred but not required
- Great Plains experience is a plus
- Knowledge of basic accounting procedures
- Proven ability to manage multiple projects while maintaining strict attention to detail
- Strong customer service background
- Proficiency with commonly used accounting ERP systems
- Advanced experience with Excel
- Adaptability and strong problem-solving skills
- Ability to build rapport and collaborate internally and externally
- Self-motivated and able to thrive in a results-driven environment
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