Accounts Receivable Specialist

The Accounts Receivable Specialist is responsible for the billing and collection of trade customer balances, dispute management, and account reconciliations. The AR Specialist takes a client service approach to ensuring customers experience positive interactions with the client's accounting team. In addition, the AR Specialist acts as the primary link on Risk Management related issues between external customers and internal personnel including Finance/Legal, Sales Managers, Customer Service, and Implementation Operations– interacting with these parties on a regular basis. The AR Specialist is regarded as an expert in providing solutions to obstacles typically encountered in the overall order-to-cash process.

ROLE DESCRIPTION:

Collections and Accounting Cases

• This person would need to be proficient in English and will have times when they work with clients on a call

• They will split their time between working on our collections cases and working on our regular cases sent in by clients. We would love to be able to teach them more complex cases over time; there is potential for growth.

• An accounting background (either as their degree or their experience) is required

Accounting Case Work

• They will be expected to be proficient in written English so they can correspond with clients via email. We do utilize email templates for many of our case types, which will be helpful.
• Work Schedule will be from 9:00 AM - 6:00 PM (ET) shift.

Responsibilities:

• Review complete and accurate invoices to our client base - recurring billings, one-time billings, and variable invoicing based on volume drivers
• Drive continual progress towards reducing the DSO
• Data validation and maintenance Intacct ERP system and SFDC: billing contact, special invoicing or collection terms, sales tax withholding data, etc
• Monitor dunning notice activity to ensure timely followup and interactions
• Generate invoice reprints and customer statements
• Researching and resolving payment discrepancies
• Meet billing deadlines, with continual process improvements to improve the efficiency and accuracy of volume billing initiatives
• Perform AR account reconciliations
• Thorough communication of collection notes for inclusion in the A/R aging reports reviewed by management
• Monitor customer account details for non-payments, delayed payments and other irregularities
• Review AR aging to ensure compliance
• Maintain accounts receivable customer files and records
• Perform AR adjustment entries
• Develop a recovery system and initiate collection efforts
• Coordinate and process all third party collection efforts and information
• Monitors and resolves accounts receivable cases, using a SalesForce case management tool

Qualifications:

• High school diploma or GED required, college degree preferred
• A minimum of 1 year of accounts receivable and general accounting experience
• Quickbooks Desktop experience required
• Knowledge of office administration and procedures required
• Knowledge of general bookkeeping procedures and accounting systems required
• Advanced knowledge of Microsoft Excel and Word required
• Solid written and oral communication skills required
• Customer service experience desired
• Experience in a highly data-driven environment is a plus
• Experience navigating SalesForce contract management system as it relates to fees and opportunities preferred

Why Join CoDev?

• Medical and Life Insurance package on the 2nd month plus 2 dependents
• Company provided equipment + Monthly utility stipend of Php 1,500
• A regularization increase on the 6th month
• Annual salary increase based on performance
• Tax-Free allowances incorporated in pay
• Salary loans with 0% interest, payable in 2 months
• Opportunity for self-improvements like access to online training sites such as Udemy, Pluralsight, and other resources