The Accounts Receivable Specialist provides accounts receivable support by monitoring all aspects of the collection of outstanding debts owed to the company. The AR Specialist checks missing and unresolved payment issues monitors overdue accounts and prepares statements. This role has both a day-to-day and ongoing impact on financial transactions ensuring billing accounts remain accurate timely and in good standing with valued customers.
This position involves diplomatic interaction with customers to provide billing information and support in order to facilitate swift payment of invoices due to the organization.
Essential Functions
Reasonable Accommodations Statement
To perform this job successfully an individual must be able to complete each essential function (job duty/requirement) satisfactorily. Reasonable accommodations will be made to enable qualified individuals with disabilities or sincerely held beliefs to perform the essential functions. Please contact HR for additional information.
Key Responsibilities:
Perform day-to-day processing of financial transactions to ensure company finances are maintained in an effective accurate and up-to-date manner
Research billing transactions in Great Plains and/or customer portals
Create AR aging and metrics reports
Work with billers account managers and operations teams to resolve invoice issues
Check missing and unresolved payment issues
Stratify collection activities to maximize cash receipts
Investigate unidentified lost or rejected payments
Respond to trends involving unapplied cash
Contact customers regarding overdue accounts and determine reasons for non-payment
Collaborate with the AR Manager to maintain collection goals and A/R performance levels
Post and reconcile customer payments to general ledgers
Maintain accurate records of customer payment status
Maintain documentation for compliance reporting and audits
Perform other related duties as assigned to ensure the efficient and effective functioning of the work unit
Requirements
Associate Degree or an equivalent combination of education and experience required
35 years of experience as an AR Analyst recommended
Knowledge of the HVAC/R industry preferred but not required
Great Plains experience is a plus
Knowledge of basic accounting procedures
Proven ability to manage multiple projects while maintaining strict attention to detail
Strong customer service background
Proficiency with commonly used accounting ERP systems
Advanced experience with Excel
Adaptability and strong problem-solving skills
Ability to build rapport and collaborate internally and externally
Self-motivated and able to thrive in a results-driven environment
Required Skills:
Associate Degree or an equivalent combination of education and experience required 35 years of experience as an AR Analyst recommended Knowledge of the HVAC/R industry preferred but not required Great Plains experience is a plus Knowledge of basic accounting procedures Proven ability to manage multiple projects while maintaining strict attention to detail Strong customer service background Proficiency with commonly used accounting ERP systems Advanced experience with Excel Adaptability and strong problem-solving skills Ability to build rapport and collaborate internally and externally Self-motivated and able to thrive in a results-driven environment
The Accounts Receivable Specialist provides accounts receivable support by monitoring all aspects of the collection of outstanding debts owed to the company. The AR Specialist checks missing and unresolved payment issues monitors overdue accounts and prepares statements. This role has both a day-to-...
The Accounts Receivable Specialist provides accounts receivable support by monitoring all aspects of the collection of outstanding debts owed to the company. The AR Specialist checks missing and unresolved payment issues monitors overdue accounts and prepares statements. This role has both a day-to-day and ongoing impact on financial transactions ensuring billing accounts remain accurate timely and in good standing with valued customers.
This position involves diplomatic interaction with customers to provide billing information and support in order to facilitate swift payment of invoices due to the organization.
Essential Functions
Reasonable Accommodations Statement
To perform this job successfully an individual must be able to complete each essential function (job duty/requirement) satisfactorily. Reasonable accommodations will be made to enable qualified individuals with disabilities or sincerely held beliefs to perform the essential functions. Please contact HR for additional information.
Key Responsibilities:
Perform day-to-day processing of financial transactions to ensure company finances are maintained in an effective accurate and up-to-date manner
Research billing transactions in Great Plains and/or customer portals
Create AR aging and metrics reports
Work with billers account managers and operations teams to resolve invoice issues
Check missing and unresolved payment issues
Stratify collection activities to maximize cash receipts
Investigate unidentified lost or rejected payments
Respond to trends involving unapplied cash
Contact customers regarding overdue accounts and determine reasons for non-payment
Collaborate with the AR Manager to maintain collection goals and A/R performance levels
Post and reconcile customer payments to general ledgers
Maintain accurate records of customer payment status
Maintain documentation for compliance reporting and audits
Perform other related duties as assigned to ensure the efficient and effective functioning of the work unit
Requirements
Associate Degree or an equivalent combination of education and experience required
35 years of experience as an AR Analyst recommended
Knowledge of the HVAC/R industry preferred but not required
Great Plains experience is a plus
Knowledge of basic accounting procedures
Proven ability to manage multiple projects while maintaining strict attention to detail
Strong customer service background
Proficiency with commonly used accounting ERP systems
Advanced experience with Excel
Adaptability and strong problem-solving skills
Ability to build rapport and collaborate internally and externally
Self-motivated and able to thrive in a results-driven environment
Required Skills:
Associate Degree or an equivalent combination of education and experience required 35 years of experience as an AR Analyst recommended Knowledge of the HVAC/R industry preferred but not required Great Plains experience is a plus Knowledge of basic accounting procedures Proven ability to manage multiple projects while maintaining strict attention to detail Strong customer service background Proficiency with commonly used accounting ERP systems Advanced experience with Excel Adaptability and strong problem-solving skills Ability to build rapport and collaborate internally and externally Self-motivated and able to thrive in a results-driven environment
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