Accounts Receivable Specialist – Burlington, MA

About the Role

Under direct supervision, this position produces and distributes invoicing, posts accounts receivable payments, maintains appropriate ledgers, resolves credit balances and account problems, posts claim denials, refunds, adjustments, and other account actions.

Responsibilities

• Invoicing/Billing
  • Receives invoicing notification from appropriate dealer staff; utilizes dealer business system to verify invoicing information and produces/prints invoices.
  • Ensures client sign-offs and job-complete documentation is in the master file; documentation may include time sheets for billing hourly work, delivery tickets, punch/exception resolution forms, service contracts (design or installation projects, for instance), change order approvals, etc.
  • Ensures all invoices are correctly entered into the General Ledger accounts and posted correctly to the appropriate sales orders.
  • Ensures clients with specialized billing requirements receive the correct invoicing at the correct time.
  • Processes recurring billing for storage.
  • Processes cost adjustments as required to fix billing errors and balances after costing of A/P invoices.
• Collections
  • Tracks all receivables for payment or delinquency; prints aging reports and distributes to appropriate dealer personnel; follows up weekly on all receivables over 30 days delinquent.
  • Keeps a detailed history of action taken on all receivables over 60 days delinquent; works closely with customers to ensure timely payment for delinquent receivables; keeps management informed on the status of all receivables over 60 days delinquent.
  • Works with other dealer staff (sales, customer service, operations, service, etc.) to resolve customer issues that are holding up payment by the customer.
  • Resolves over- or under-payments by customers before entering information into the business system.
• Credit
  • Maintains customer credit authorizations.
  • Sends out credit applications and researches creditworthiness through appropriate credit resources such as D&B; makes calls to references to verify creditworthiness.
• Information Management
  • Maintains the sales tax database to ensure proper sales taxes are invoiced and paid.
  • Ensures customer information is up-to-date (bill to; addresses; billing contact; etc.).
• Customer Interface
  • Fields questions from external customers as well as dealer staff regarding invoicing issues and status.
• Other Responsibilities
  • Performs miscellaneous accounting tasks under the direction of a supervisor.
  • Processes deposits, credit memos, and re-billing requests.
  • Assists in the processing of A/R monthly reports.

Requirements

• Bachelor’s degree in Accounting or equivalent experience.
• At least two years of related experience.

Skills

• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite or related software as well as other accounting software programs.
• Ability to operate related office equipment, such as computers, 10-key calculator, and copier.
• Ability to work independently and in a fast-paced environment.
• Ability to anticipate work needs and interact professionally with customers.
• Excellent organizational skills and attention to detail.

Physical Requirements

Prolonged periods sitting at a desk and working on a computer.