Responsible for helping support all accounting and financial functions and associated systems.
Monitor accounts receivable aging reports and identify overdue accounts
Proactively contact customers via phone and email to collect outstanding balances
Resolve billing discrepancies and disputes in a timely and professional manner
Document all collection activities payment promises and customer communications in the system
Coordinate with sales and service to address and resolve customer concerns
Process payments apply cash receipts and issue statements or invoices as needed
Recommend accounts for escalation collections agency placement or write-offs
Verify receipt of Purchase Orders prior to invoicing for equipment and installation including verification of correct serial numbers price and quantity.
Handle Sage invoicing including the scanning of all invoices into DocRecord with notations in Salesforce.
Create various billings including: dummy billing contractor billing online billing; ensure that all billings are scanned into DocRecord and noted in Salesforce.
Process and apply credit memos as applicable and manage portal billing submissions as required.
Receive and process Preliminary Notices including: put job numbers on enter owner information into Salesforce and scan into DocRecord.
Maintain accounting folders and additional filing including: new folders hardcopies of billing releases preliminary notice.
Respond to phone calls emails and faxes for billing revised billing releases
Other duties as assigned
Qualifications
Qualifications:
Strong knowledge of accounting principles and collections practices
Proficiency in Microsoft Excel and accounting software (Sage SalesForce Service Channel preferred)
Excellent communication negotiation and customer service skills
Strong attention to detail and organizational abilities
Ability to work independently and handle multiple priorities and tight deadlines
Punctual and reliable
Solid numeracy skills
Skilled at multitasking and data management
Excellent problem-solver
Trustworthy and maintains confidentiality
Physical Requirements:
Prolonged sitting
Frequent telephone must be able to speak and hear well enough to communicate with others
Must be able to see well enough to read the computer screen
Grasping/Feeling: must be able to write type manipulate a mouse and use telephone system
Ability to think and process information quickly clearly and accurately
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