Accounts Receivable / Collections

Accounts Receivable Specialist Needed in Aliso Viejo! We are searching for a dynamic individual well versed in Accounts Receivable as well as Collections. This is a permanent, contract-to-hire position.

 

For immediate consideration forward your resume to Irvine@accountingprincipals.com.

 

The Accounts Receivable (AR) Specialist reports directly to the Credit Supervisor.  The AR Specialist is responsible for managing, coordinating and maintaining accounts receivable records. The incumbent demonstrates the ability to work as part of a team to achieve expected collection results while providing excellent customer service.

 

 

 

               

 

Manages and coordinates customer accounts by:  (35%)

 

 

·          Identifying delinquent customer accounts from close analysis of the system reports and by conducting calls to collect payment;

 

·          Reconciling accounts and maintaining detailed backup for open item, attaching back-up to SAP.;

 

·          Working closely with customer service and sales teams to research and resolve payment deductions;

 

·          Distributing invoices, credit notes, and proof of delivery copies to customers through the use of accounting software and by working closely with the POD Coordinator;

 

·          Conducting calls and/or sending correspondence to customers as necessary to ensure accounts are regularly updated.

 

               

 

Conducts collection and follow up calls and maintains the system log and documents calls by:  (25%)

 

 

·          Investigating delinquent accounts;

 

·          Projecting a professional image of the company when conducting collection calls;

 

·          Notifying the department manager of collection problems to ensure additional measures are implemented to reduce company risk.

 

·          Documenting all calls and action taken in accounting software system.

 

·          Understand how and where to go to problem solve pricing, quantity and other discrepancies, submitting credit request through the credit tool.

 

 

Partners with the sales and customer service teams to resolve customer issues by:  (20%)

 

 

·          Identifying reasons for deductions, contacting the appropriate team, and providing backup and follow up for a resolution; and

 

·          Ensuring timely resolution of customer issues and queries to minimize the credit risk and maintain strong customer relations.

 

 

Reporting (10%)

 

·          Identify deductions for the accrual process and enter them on deductions spreadsheet with accuracy.

 

·          Adhoc reporting as necessary to get point across in communicating with customers, sales or accounting department

 

 

Work with Rebate Programs Group (10%)

 

·          Identifying currently rebate programs, understanding the details, end and start dates, reasoning for programs and ensuring credit requests are approved and processed to clear deductions from the account.

 

·          Flag reoccurring programs that not currently on a rebate as potentials for the program.

 

 

The position responsibilities outlined above are in no way to be construed as all encompassing.  Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.