About

• As an A/R Specialist I you will be responsible for providing administrative support and specializing in all phases of the Accounts Receivable Department, which include, timely invoice data entry, correct sales tax calculation, managing Aged AR, return credit requests, customer data maintenance, responding to customer inquiries and document requests, credit card payment processing, invoice and statement distribution, incoming phone calls, and collections activities. Responsible for maintaining all finance and general office templates and forms current and distributed, and coordinate special projects as assigned by performing the following duties.
• Enter data on invoices, ensuring proper coding on documents
• Collect on accounts by sending statements, reminders, and communication with customers via phone, email, fax or mail, and process credit payments as requested by customer
• Maintain Aged AR report with all communication and status of unpaid invoices
• Verify the validity of account discrepancies by obtaining and investigating information from sales, customer service departments and customers

Respond to customer requests for the following

• Invoice copies
• Interim Statements of Account
• W-9 forms
• Vendor setup forms
• Banking information forms
• Prepare and submit invoices via entry into customer portals, as necessary
• Process Credit Returns or Return Authorizations received from Sales and/or Client Services
• Process customer Sales Tax Exemptions
• Participate in cross-training for any other Accounts Receivable activities.
• Assist in accounting department responsibilities as needed, including special projects as assigned by A/R Supervisor
• Assist with audit preparation
• Good understanding of generally accepted accounting principles
• WCS - Prepare, verify, and process invoices for sales or services rendered
• WCS - Assist in monitoring preparation of weekly e-commerce reports and invoices
• ECS - Enter approved customer Credit Terms data into multiple company systems.
• ECS - Enter updated TCUF (Training Center Update Form) customer data into multiple systems
• Competencies
• Adaptability - The ability to balance competing priorities in a fast-paced work environment
• Positive Interactions - Must have excellent interpersonal, verbal and written communication and demonstrated team building skills
• Learner - Takes initiative to learn new ideas, concepts, tools to improve job performance or customer outcomes
• Attention to Detail - Monitors and checks work or information and plans and organizes time and resources efficiently
• Time Management - Uses time effectively and efficiently to balance multiple tasks and prioritizes those that have greater importance
• 3 years of prior experience in accounting is required
• Strong working knowledge of Microsoft Office Suite (Outlook, Excel, Word)
• Experience using multiple software platforms simultaneously
• Experience with Intact and/or MAS90 is a plus