Accounts Receivable Specialist

Key Responsibilities

• Maintains day-to-day client relationships related to active leases.
• Maintains all leases related to assigned client accounts (i.e. leased assets, recording and linking purchase orders, updating asset locations, creating purchase order quotes, generating invoices, and other lease servicing activities).
• Compiles financial information from various sources and systems to reconcile customer accounts.
• Maintains schedules to track lease modifications related to equipment returns and purchases.
• Uploads invoices to customer billing portals and manages any exceptions.
• Makes journal entries related to any necessary billing adjustments.

Data Integrity

• Reviews new contracts to obtain pertinent information regarding customer payment terms, approval processes, billing requirements, effective dates and details for obtaining purchase orders.
• Researches, inquires and confirms information regarding customer related processes for purchase orders and billing.
• Compares contract terms and purchase order documents received from customers to verify consistency and accuracy.

Communication

• Participates in meetings and conference calls with internal and external stakeholders to discuss assigned accounts.
• Responds quickly and effectively to internal and external customer inquiries.
• Maintains records to track progress related to obtaining purchase orders, payments and other lease related information.
• Reports information to management when billing is held due to administrative delays after contracts are executed.

Process Improvement

• Tests system enhancements and validates system reporting as needed.
• Communicates ideas for improving efficiency and internal control to Management.
• Reports system errors and assists in troubleshooting.