Ledgent is seeking an experienced Accounts Receivable Specialist to join our client's finance team. In this role, you will play a crucial part in managing the outstanding accounts. You will have the opportunity to take part in a collaborative work culture where employees have fun at work. The company celebrates successes with award recognition and bonuses. With a growing finance team, there will be opportunities to advance your skillset into management as well as increase your compensation. Tuition reimbursement is available for advancing education which benefits the company. If you meet the qualifications for this role, please apply today. The interview process is underway now and you don't want to miss out!
Your responsibilities will include:
Payment Processing and Verification:
Prepare, post, verify, and record customer payments and transactions related to accounts receivable.
Support the company in optimizing financial transactions and systems by performing reconciliation of payments and customer accounts.
Client Relationship Management:
Strengthen and grow relationships with clients by communicating with customers regarding past-due accounts.
Draft correspondence or make calls for standard and delinquent accountholders to request payment.
Invoicing and Documentation:
Produce invoices according to company practices and submit them to customers.
Fully notate accounts with updates on the status of collections.
Maintain and update customer files, including name or address changes.
Customer Support and Problem Resolution:
Respond to customer inquiries and internal requests for account status and information.
Investigate and reconcile customer account discrepancies.
Coordinate problem resolution with appropriate branches and departments.
Process Improvement and Reporting:
Assist with processing payments, write-offs, and offsets.
Contact customers for missing remittance information and address payment discrepancies.
Assist with printing and sending invoices/statements and uploading invoices to various customer portals.
Resolve any pending issues/irregularities with customer portals and conduct portal reconciliations.
Prepare relevant reports for management on collection efforts as needed.
Assist in streamlining the accounts receivable process by identifying areas for performance improvement.
Qualifications and Skills:
Understand accounting and/or finance principles.
Strong mathematical skills with the ability to calculate figures, add, subtract, multiply, divide, calculate discounts, interest, and taxes.
Advanced proficiency with MS Office, including Word, Excel, and Outlook.
Windows XP knowledge.
Advanced critical thinking and problem-solving skills.
Excellent time management and attention to detail.
Ability to manage multiple assignments and set priorities.
Excellent verbal and written communication skills.
Ability to effectively present information and respond to questions one-on-one and in small groups with customers, managers, and other associates.
Education and Experience:
High school diploma or GED.
Associate degree strongly preferred.
2-3 years in business-to-business (B2B) collections strongly preferred.
5+ years in Accounts Receivable with discrepancy investigation experience required.