AR & Credit Operations Consultant
Sonance · San Clemente, CA · 6 days ago
AccountingFull-time
About the role
Sonance is seeking an experienced Credit & Accounts Receivable professional to support day-to-day AR operations on a temporary consulting basis. This is a hands-on, roll-up-your-sleeves engagement that sits within our current finance and operations structure.
The ideal candidates are comfortable with ambiguity, able to context-switch fluidly across priorities, and experienced enough to make sound, independent judgments while keeping leadership informed.
Key Responsibilities
- Manage customer accounts and accounts receivable aging portfolios
- Conduct collection activities via phone and email outreach
- Maintain past-due balances and recommend collection strategies
- Process credit applications and customer account setups
- Perform account reconciliations and resolve payment discrepancies
- Investigate and resolve disputed invoices
- Support cash application and payment research as needed
- Review and evaluate customer credit risk
- Release and hold customer orders based on established credit protocols
- Partner with sales, customer service, and accounting teams to resolve issues
- Absorb and assist with month-end close activities related to AR
- Maintain accurate customer records and documentation
- Identify opportunities to improve AR and credit processes — and help implement them
Engagement Terms
- Duraton: Up to 3 months from start date
- Type: Temporary / Consulting Contract
- Full-Time Conversion: Not guaranteed. At Sonance’s sole discretion, if applicable.
- Reporting: May vary; you may report to multiple individuals during the engagement
- Location: San Clemente, CA
Qualifications
- Experience: 5+ years of Accounts Receivable, Credit, Collections, or Order-to-Cash experience
- Customer Aging Portfolios: Demonstrated experience managing customer aging portfolios
- Account Reconciliation: Strong account reconciliation skills
- Credit Decisions: Experience making credit decisions and releasing orders
- ERP Systems: Proficiency with ERP systems
- Communication: Proficiency with Microsoft Excel
- Customer Service: Excellent communication and customer service skills
- Independence: Ability to work independently and prioritize multiple responsibilities with minimal direction
- Industry Experience: Manufacturing, distribution, or wholesale industry experience preferred