Accounts Receivable Specialist
Madison, WI, United States2d ago
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Skills
About the role
Summary:
The Accounts Receivable Specialist is responsible for full cycle Accounts Receivable including reconciling payments from customers in a timely manner.
Responsibilities:
- Build and maintain positive relationships with customer Accounts Payable representatives
- Coordinate and monitor daily order processing and deposits
- Accurate and timely collections of all Accounts Receivable accounts
- Prepare monthly Accounts Receivable aging reports
- Review customer payment history and report any negative trends
Duties:
- Assess new customer credit application requests to form recommendations
- Communication with customers via phone, email, mail, etc.
- Research and respond to all accounts receivable inquiries in a prompt manner
- Review and approve daily credit card orders
- Post customer payments by recording cash, checks, and credit card transactions
- Assist in the review and enhance billing, collection, and cash posting processes for efficiency and best practices
- Other finance and accounting tasks, reconciliations, special projects and responsibilities as assigned
Qualifications
Education, Skills, Experience:
• Associate’s degree in Finance, Accounting or related discipline required; Bachelor's degree preferred
• 3 - 5 years of experience in billing, accounts receivable or credit collections would be a plus
• Must have a solid understanding of basic accounting principles
• Must have strong communication skills
• Ability to handle multiple priorities and work efficiently
• Ability to work independently and express sound business judgment
• Must have strong Excel spreadsheet abilities as well as Microsoft Office Suite proficiency
• Must have attention to fine detail and be highly accurate
Work Environment, Physical Demands:
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
CSM Job Standards Accountabilities:
Customer Focus: Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.
Communication: Visual and Verbal: Listening, speaking, and signaling so others can understand. Communicate in spoken English well enough to be understood by others.
Teamwork: Working cooperatively in a professional demeanor to complete work assignments.
Health, Safety, and Security: Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site. Follow appropriate security procedures.
Scheduling and Coordinating: Making arrangements that fulfill all requirements as efficiently and economically as possible.
Problem Solving/Decision-making: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
Adaptability and Lifelong Learning: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.