Accounts Receivable/Collections Specialist

About the role

The Accounts Receivable/Collections Specialist is responsible for securing revenue by verifying and posting receipts, and resolving discrepancies. This position also processes and produces client billing, communicates with the sales and sales support teams, produces weekly aging reports, and supports in processing customer invoices.

Responsibilities

• Reviews new customer credit applications and performs credit checks to provide credit recommendations for Controller’s or CFO’s approval.
• Communicates with the sales and sales support teams to ensure everything is properly accounted for.
• Produces weekly aging reports and bi-monthly delinquent reports.
• Supports in processing customer invoices daily.
• Resolves collections by examining customer payment plans, payment history, credit line, and coordinating contact with Collections Specialist.
• Works cohesively with internal departments to research and resolve billing errors.
• Maintains updated and accurate vendor files.
• Provides excellent customer service by responding to account inquiries and researching account history for both internal and external customers.
• Researches and allocates customer payments and prepares refunds, as needed.
• Processes credit card payments and refunds.
• Handles customer inquiries for payment application status, payment issues, billing issues, business critical issues, refunds, and a variety of other customer service duties.
• Protects organization's value by keeping information confidential.
• Ensures all transactions comply with company and federal financial policies, procedures, and accounting controls.
• Assists with accounting related duties including general ledger analysis/reconciliations and journal entry preparation and entries.
• Provides switchboard backup and administrative support as needed.
• Affords assistance with workflow and special projects as needed.

Requirements

• BS in Accounting or Finance or related field with 2-3 years of relevant experience.
• Strong organizational skills and attention to detail are a must have.
• Has exceptional Microsoft Office skills.
• Proficiency with Microsoft Office.
• Basic accounting knowledge, including journal entry preparation, general ledger accounts reconciliation.
• Keen analytic, organization and problem-solving skills, which allows for strategic data interpretation.
• Strong interpersonal and communication skills; experience in effectively communicating key data.
• Valid Driver's License with DMV evidence of good driving record.

Core Competencies

• High ethical standards.
• Models and supports organization’s goals and values; adapts to changing conditions; demonstrates persistence and overcomes obstacles.
• Consistently conducts themselves in an honest and trustworthy manner.
• Does not pursue their own individual objectives to the detriment of company goals.
• Sets an example for others to follow.
• Does the right thing.
• Demonstrates energy and passion about what they do and knows how to balance work and fun.
• Is generally optimistic and upbeat; fun to be around.
• Has a strong belief and zeal for the industry, the job, and the company.
• Conveys energy and intensity at work with a capacity for keeping others enthusiastic and involved.
• Operates with a customer service orientation internally and externally.
• Works to positively build the Bay Cities brand in everything he/she does.
• Buils strong, positive relationships with all stakeholders.
• Acts as an owner of the business and instills that same attitude and level of action in others.
• Is proactive in taking responsibility for all outcomes/results and avoids ‘pointing fingers’.
• Helps to create and maintain a strong feeling of belonging in the immediate and overall team.
• Regularly involves others in decisions that affect their job or work environment.
• Participates as a team player and establishes strong working relationships to deliver positive results.
• Strong project management skills, including the ability to prioritize, balance, and manage multiple efforts with strong results/goal orientation.
• Uses time effectively, prioritizes and organizes work flow; can orchestrate multiple activities at once.
• Agility and personal adaptability with the ability to successfully manage multiple priorities with a high sense of urgency in a rapidly changing environment.
• Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work.
• Learns quickly when facing new problems; a relentless and versatile learner; open to change; strives for continuous improvement of self and processes.
• Excellent communication (oral and written) and interpersonal skills with the ability to convey information and ideas in a variety of media, tactful, confident, at all levels, internal and external.

Other US Persons Only

Must pass background and reference checks, drug screen, and physical examination prior to employment.