Description
Job Summary
An Accounts Receivable Specialist is needed to manage and maintain customer accounts, ensuring timely collections and accurate financial records. The role involves overseeing a large portfolio of accounts, monitoring payment activity, resolving discrepancies, and collaborating with internal teams and customers to ensure account balances are accurate and within agreed terms. Responsibilities include account reconciliation, collections, reporting, and identifying potential financial risks.
Responsibilities
Primary
Process and review billing and credit transactions based on assigned account terms and limits
Manage accounts receivable portfolio, including collections and customer communications
Conduct collection calls and correspondence to resolve outstanding balances
Maintain detailed account notes and activity tracking
Analyze and resolve customer inquiries and discrepancies
Process account adjustments, credits, write-offs, and refunds with appropriate approvals
Reconcile customer accounts, including overpayments, duplicate payments, and unapplied cash
Coordinate with internal teams to resolve pricing and invoice issues
Monitor payment trends and identify potential financial risks
Escalate issues and track them through to resolution
Ensure compliance with credit and collections policies and procedures
Secondary
Coordinate with accounting teams regarding cross-entity transactions and refunds
Maintain and update customer contact information
Research unidentified payments and obtain necessary details
Provide support coverage for team members as needed
Perform additional duties to support the Accounts Receivable function
Requirements
Requirements
Minimum 2 years of professional accounting experience, preferably in a large organization
Strong background in accounts receivable, account reconciliation, and general accounting functions
Strong analytical and problem-solving skills
Familiarity with payment portals and financial systems (e.g., remittance processing and invoice auditing tools)
Sound decision-making and investigative skills for resolving discrepancies
Intermediate to advanced communication skills in English and Spanish
Proficiency in Microsoft Word, Excel (including macros), and Outlook
Strong organizational and multitasking abilities
Ability to exercise independent judgment within credit policies
High level of accuracy and attention to detail
Strong customer service orientation
Ability to work extended hours, weekends, and holidays as needed
Physical Requirements
Continuous sitting and computer use
Frequent communication (speaking and listening)
Occasional standing, walking, and lifting up to 10 pounds
Visual abilities including close vision, distance vision, and focus adjustment
