Accounts Receivable Specialist
Location: Tustin, CA
Compensation: $25.00-$28.00 per hour, Non-Exempt (Hourly)
About the role
Advantech is seeking a detail-oriented Accounts Receivable Specialist to support customer credit evaluations, credit risk management, accounts receivable activities, and collections. This role will work closely with Sales, Customer Service, and accounting teams to maintain accurate customer credit information, manage credit risk, and support timely collection of outstanding balances.
Responsibilities
- Conduct credit evaluations for new and existing customers using financial statements, D&B reports, trade references, and other available credit information.
- Perform daily credit checks on shipments and orders in accordance with company credit and risk management policies.
- Set up customer accounts and maintain accurate records of credit limits and payment terms.
- Monitor customer credit profiles and account activity to help mitigate credit risk.
- Support collection activities to reduce past-due receivables and improve cash flow.
- Manage and reconcile customer down payments.
- Prepare credit reviews, reports, and account documentation.
- Prepare and present application progress and shipment status updates during meetings.
- Support internal and external audit requests.
- Perform other related duties as assigned.
Requirements
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- 3+ years of experience in credit analysis, accounts receivable, collections, or a related finance function.
- Knowledge of financial statement analysis and credit risk assessment.
- Strong analytical and problem-solving skills.
- Proficiency in Microsoft Excel.
- Experience working with ERP systems.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment.
- Ability to collaborate effectively with cross-functional teams.
Preferred Qualifications
- Experience with SAP or similar ERP systems.
- Experience using D&B, trade references, and other credit information for customer evaluations.
- Experience managing customer credit limits and payment terms.
- Experience with B2B credit and collections processes.
About Advantech
Founded in 1983, Advantech is a leader in providing trusted innovative embedded and automation products and solutions. Advantech offers comprehensive system integration, hardware, software, customer-centric design services, and global logistics support; all backed by industry-leading front and back-office e-business solutions. Advantech has always been an innovator in the development and manufacture of high-quality, high-performance computing platforms. We cooperate closely with our partners to help provide complete solutions for a wide array of applications across a diverse range of industries. To realize our corporate vision of Enabling an Intelligent Planet, Advantech will continue collaborating and partnering for Smart city & IoT Solutions.
Work Authorization
To conform to U.S. Government export regulations (ITAR), applicant must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State.