drjobs Accounts Receivable / Accounting Specialist

Accounts Receivable / Accounting Specialist

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1 Vacancy
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Job Location drjobs

Irvine - USA

Hourly Salary drjobs

$ 27 - 34

Vacancy

1 Vacancy

Job Description

Job Details

Experienced
Irvine/CA - McKinley Equipment Corp - Irvine CA
Full Time
4 Year Degree
$27.00 - $34.00 Hourly
None
Day
Accounting

Description

  • 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


Required Experience:

Senior IC

Employment Type

Full-Time

Company Industry

Department / Functional Area

Accounting

About Company

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