Accounts Receivable Specialist

Job Summary
The Accounts Receivable (AR) Specialist is responsible for the accurate and timely processing of incoming payments, managing accounts receivable records, and ensuring the company receives payment for services or products rendered. This role involves monitoring accounts, following up with clients and resolving any payment-related issues.

Essential Functions
The primary duties and responsibilities of the AR Specialist consist of but are not limited to:

Accounts Receivable

Accurately enter data into ERP, managing assigned workflow processes
Responsible for new client set up, processing and credit review
Monitor& own AR inbox (process & delegate all emails that route to AR)
Work to ensure customer invoices are accurately processed in custom client portals, as needed.
Generate and distribute client initial payment invoices and supporting documents
Work closely with account collections and client invoice questions and escalate appropriately with good judgment.
Execute daily client account cash application in ERP.
Provide insightful details surrounding slow client payment accounts in an organized manner and resolve client payment issues.
Perform progressive collections activities up to and including filing liens if necessary.
Review and process customer returns and credits, as applicable.

General Accounting Support

Troubleshoot and follow jobs/orders within ERP to ensure accuracy
File AP Invoices
Provide accounting support during the financial close process
Participate in projects
Execute daily cash reconciliation
Ad-hoc reporting and or data analysis as needed
Administer corporate credit card program
Assist with general office transactions & support (duties split/shared)

General Administrative Support

Answer and route incoming phone calls
Organize, purchase and manage office supplies
Assist with coordinating quarterly company-wide meetings and off-sites
Order company merchandise and apparel for employees
Update employee contact list
Back up service team as necessary

Qualifications

2+ years of general accounting-related experience preferred
Associate Degree in Accounting preferred but not required
Knowledge of cost/project accounting processes
Experience in accounts receivable, collections, sales and use taxes, preferably within a client direct B2B industrial sales & service environment
Prefer experience in financial modules of enterprise resource program (ERP) software, such as Acumatica or similar platforms.
Experience with Office 365: Microsoft Outlook, Word, Excel, PowerPoint, banking sites
Experience in an EOS/Traction environment is helpful but not required.

Accountabilities

Accurate data entry and process in ERP

Timely reporting, data entry within daily workflows
Ensure D&DT client experience is exemplary
Partner with D&DT employees to ensure internal efficiencies and collaboration
Maintain professional relationships with internal and external partners, exhibiting a commitment to D&DTs core values and mission.

Competencies

Ability to navigate ERP (Acumatica) and understand the flow of orders
Troubleshooting skills to identify gaps and variances
Excellent detail orientation
Dependable, reliable and responsible for completing daily tasks
Ability to prioritize tasks to meet daily needs
Ability to follow processes with a sense of urgency
Flexible, willing to help and support projects as necessary to support D&DT
Friendly, professional demeanor
Strong customer service skills
Well-organized and collaborative
Familiar with dynamic sales organizations and B2B environments
Willingness to learn and adapt new technology and techniques to better self, coworkers and the company

How Do I Start My Career with Dock & Door Tec?
If you believe that you are right for this career and we are the right company for you, please apply now by using the form below.
You can also give us a call at 763-753-0792 or send your resume to [email protected].