Accounts Receivable Specialist

Our client has an immediate opening for an Accounts Receivable Specialist. This role will perform a variety of tasks related to entering orders into an ERP system, understanding the correct billing protocols with the customer as well as invoicing and following up on collections.

Responsibilities:

• Review/match customer PO to quote and enter order into ERP platform
• Review customer contracts for billing and payment terms
• Apply and process payments to customer accounts by ACH, check, and credit card
• Issue invoices and distribute them electronically or by mail
• Calculate and invoice customers for down payments according to agreed payment schedules
• Calculate and communicate commissions to sales representatives
• Communicate with customers to answer questions and/or resolve billing issues
• Receive and post daily cash receipts and prepare daily bank deposits
• Resolve collection issues directly with customers
• Prepare adjustments, bad debt write-offs, refunds, or rebill accounts as needed
• Participate in creating and enhancing credit and collection policies and procedures
• Participate in month-end closing and reporting
• Request and process tax exemption certificates

Requirements:

• Associate’s degree with accounting coursework required; 4-year degree preferred
• At least 5 years of experience with similar responsibilities, preferably in the capital equipment manufacturing industry
• Experience reading purchase orders or contracts for financial requirements
• Experience using an ERP (Enterprise Resource Planning) software to record, store, and analyze financial data. Experience with the Acumatica platform a plus
• Working knowledge of sales tax. Experience with Avalara a plus
• Proficient in Microsoft Office Suite or similar software
• Excellent written and oral communication skills