Accounts Receivable Specialist
Ace Relocation Systems · San Diego, CA · 1 mo ago
FinanceFull-time
Position Summary
Perform a wide range of administrative duties to facilitate Ace Relocation System's Accounts Receivable efforts.
Essential Duties and Functions
- Contact customers by telephone and email to determine reasons for overdue payments
- Communicate with clients about billing discrepancies and questions
- Confer with billing department on customer disputes and billing adjustments
- Arrange for debt repayment or establish repayment plan, based on customers' financial situations
- Monitor accounts receivable reports
- Record information about financial status of customers and status of collection efforts using memo notes and updating notes on reports
- Trace delinquent customers to new addresses by online searches using various websites
- Negotiate credit extensions, when necessary, after review with manager and approval from CFO
- Auditing Accounts Receivable Records as needed
- Create customer ID numbers
- Perform day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data
Other Duties and Responsibilities
- Process credit applications and forward to CFO for review and approval
- Cross training on all AR functions
- Meetings with Supervisor or Manager to review progress
- Other duties as assigned
Technology Skills
- Proficient in Microsoft Office Suite products including Word, Excel, PowerPoint, and Outlook
- Competent with Microsoft Teams
- Competent in Great Plains and MoverSuite
Minimum Qualifications
- 2+ years business and consumer collections
- 2+ years' experience with Cash receipt posting
- Bachelor's degree or equivalent work experience
Work Environment and Physical Requirements
- Must be able to lift at least 25 lbs
- Requires standing, walking, bending, kneeling, stooping, and crouching
- Exposure to heat, cold, dust, noise, or chemicals
- Overtime will be determined on an as-needed basis and must be pre-approved by manager
- Requirements with respect to vision, hearing, and speaking as in an office setting