Accounts Receivable Specialist

Responsibilities

• Maintain and update contact databases, process documentation, and account records to keep information current and reliable.
• Navigate company portals and update complex Microsoft Excel reports, including using advanced functions to analyze and present data.
• Post payments accurately, reconcile customer ledgers, and resolve discrepancies in a timely manner to maintain clean and reliable financial records.
• Communicate proactively with customers to collect payments, resolve past-due balances, and manage payment plans, coordinating with collections agencies when necessary.
• Support internal teams by responding to customer inquiries professionally and providing clear, accurate information regarding account status and payment history.
• Generate financial reports to support management decision-making and assist with audits by providing documentation and detailed account information.
• Maintain accurate customer data within multiple ERP systems, ensuring consistency across different organizations and platforms.
• Identify process inefficiencies within accounts receivable and collections workflows and recommend improvements to enhance accuracy, speed, and customer experience.
• Perform additional tasks and projects as assigned, adapting to shifting priorities across the various organizations supported by the shared services team.
• Balance AR and collections activities with 2–3 hours per day of email communication, processing tasks, and other administrative responsibilities.
• Operate effectively across separate ERP systems, processes, and priorities for multiple supported organizations, demonstrating flexibility and strong organizational skills.

Requirements

• Minimum of 3+ years of accounts receivable, collections, or accounting experience in a large revenue, high-volume customer environment.
• Proven experience in collections, including handling 60–80 daily collection activities alongside other accounts receivable and customer service responsibilities.
• Strong critical thinking and independent decision-making skills specifically in collections and accounts receivable situations.
• High School Diploma or GED required.
• Proficiency in Microsoft Excel, including demonstrated ability to use VLOOKUP functions and Pivot Tables for reporting and analysis.
• Proficiency in Microsoft Word for documentation and communication.
• Technical capability to operate in multiple ERP systems and various supporting platforms.
• Solid knowledge of general accounting principles and their application to accounts receivable and cash application.
• Effective verbal, listening, and written communication skills for interacting with customers and internal stakeholders.
• Strong analytical skills with in-depth organizational and decision-making abilities.
• Average accuracy, attention to detail, and commitment to maintaining confidentiality.
• Ability and willingness to work hard, accept constructive criticism, and consistently meet critical deadlines in a high-accountability environment.