Accounting Specialist

• Manage commercial accounts receivable portfolio including monitoring outstanding balances and executing collection activities
• Evaluate customer creditworthiness and establish appropriate credit limits and terms based on financial data and payment history
• Review customer account performance to support ongoing credit decisions including shipment approvals

Invoicing & Cash Application

• Prepare and process all customer invoicing including sales orders returns (RMAs) and credit memos
• Accurately apply incoming cash receipts to customer invoices in a timely manner
• Enter invoices and credits into the accounting system and ensure proper documentation
• Submit invoices through customer portals and monitor payment status

Compliance Tax & Documentation

• Prepare and file sales tax returns across multiple states in compliance with applicable regulations
• Ensure adherence to Sarbanes-Oxley (SOX) requirements and internal controls
• Provide required documentation including manufacturing affidavits and licensing to support customs clearance
• Generate ad hoc and recurring reports as requested

Month-End Close & Financial Support

• Perform month-end accounts receivable close activities including journal entries account reconciliations and accruals (e.g. commissions shipping and receiving audits)
• Conduct periodic invoice reviews to ensure accuracy and compliance with company policies
• Support internal and external audit processes by responding to inquiries and providing documentation as needed

Cross-Functional Collaboration

• Partner with customer service and internal departments to resolve account discrepancies establish tax setups and manage credit terms

Administrative Duties

• Administer and reconcile petty cash in accordance with company policies

• BachelorsdegreeinAccountingFinanceorrelatedfield(orequivalentexperience)
• 3yearsofaccountsreceivableorgeneralaccountingexperience
• Strongunderstandingofcreditandcollectionsprocesses
• Knowledgeofsalestaxregulationsandmulti-statecompliancepreferred
• ExperiencewithERP/accountingsystemsandcustomerbillingportals
• ProficiencyinMicrosoftExcelandgeneralcomputerapplications
• Strong attention to detail organizational skills and ability to meet deadlines

• Commercial A/R collections
• Credit decisions both initial based on credit reports and at time of shipment based on customer performance
• Reviewing invoice samples throughout the month for correctness
• Sales tax returns for approx. 8 states
• Light journal entry and account reconciliation preparation for A/R related accounts as part of month-end routine
• Interacting with customer service reps regarding customer accounts sales tax setup credit terms etc.
• Navigating customer portals for invoice submittals and payment status