Financial Services Associate - Accounts Receivable

Job Summary

The Financial Services Associate ensures accurate processing of customer and miscellaneous payments, batches daily invoices, and assists in month-end reconciliation processes.

Essential Functions

• Process payments received from customers through Lockbox and EFTs (electronic fund transactions) through the cash application software.
• This includes follow up on automated and manual processing.
• Research and resolve payments with errors in review queue.
• Implement resolutions to increase auto match rate at both the invoice level and the remit detail level.
• Batch invoices daily.
• Research unapplied cash and contact customer to obtain reconciliation information and obtain tax-exempt certificates to ensure accurate A/R (accounts receivable) records.
• Perform quarterly internal sales tax audit.
• Process applies, offsets, write-offs, and dispute coding.
• Process and audit daily cash sales reporting for all branches.
• Assist in month-end reconciliation activities for cash logs.
• Assist in credit card reconciliation.
• Act as a back-up for customer account set up or edits, job accounts, sales tax forms, credit/rebills, pricing adjustments and portal invoicing.

Required Qualifications

• A high school degree required.
• 1-3 years of customer service or accounts receivable experience.

Preferred Qualifications

• An associate’s degree in the areas of business, finance, or accounting.
• Previous working experience using Eclipse.
• Basic to intermediate proficiency in Microsoft Excel is preferred.
• Knowledgeable in sales tax regulation.