Accounts Receivable Specialist

Responsibilities

• Perform accounts receivable invoicing for all locations in accordance with established procedures.
• Add applicable box charges to invoices and close job orders on the shipping list as needed.
• Pull required paperwork from the open sales order drawer and/or generate invoices using the Shipped Goods Not Invoiced report.
• Distribute invoice copies to customers and distributors using their preferred delivery method, including uploading invoices to customer-specific online portals.
• Verify accuracy of customer billing information and confirm correct “bill-to” addresses.
• Review accounts receivable aging weekly for all locations and initiate collection contact via phone, email, or other preferred customer methods.
• Document collection activities and customer correspondence in M2M.
• Collaborate with sales personnel and management as needed to resolve past-due or disputed accounts.
• Research and address invoicing, payment, and account discrepancies.
• Monitor orders exceeding customer credit limits and place accounts on or off credit hold as appropriate.
• Notify upper management when accounts exceed 90-day terms or present significant risk.
• Communicate daily with the Accounting Assistant regarding collection status, postings, and account issues.
• Perform customer and distributor credit reference checks for new or inactive accounts.
• Consult with the Controller on credit approval decisions and establish or update credit limits.
• Review and update existing customer credit limits as needed.
• Perform weekly audits of open job order, WIP, and shipping reports.
• Serve as backup for processing deposits (checks, EFT, credit card, and intercompany payments) for all locations.
• Maintain regular communication with the accounting team to support coordinated workflow.
• Provide general accounting and administrative support as needed, including AR, AP, data entry, reporting, filing, phone coverage, and clerical responsibilities.

Qualifications

• High school diploma or general education degree (GED); and minimum two years related experience and/or training; or equivalent combination of education and experience.
• Accounts receivable knowledge.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Knowledge, Skills and Other Abilities: Accounts receivable knowledge.