Accounts Receivable Specialist II

Accounts Receivable Specialist II

The Accounts Receivable Specialist II will be responsible for collection and receivable activities, delivering customer invoices, replying to external and internal inquiries, and general duties related to billing and accounts receivable. The Accounts Receivable Specialist II will also assist other members of the team.

Key Responsibilities and Duties

• Works closely with the accounts receivable team and shares knowledge of daily activities; provides recommendations and guidance when working with difficult situations.
• Interacts with customers and business managers on a daily basis to optimize sales while mitigating risk, improving cash flow, and reducing receivables with a focus on maintaining positive customer relationships.
• Reviews customer credit limits and releases orders within parameters of Delegation of Authority.
• Recommends credit limits and credit terms for current customers based on sales, forecast, and payment history.
• Exhibits sound judgment when working with customers and business managers to maintain payment plans, release orders on credit hold, and resolve customer disputes.
• Works closely with business managers to understand individual customer needs and requirements.
• Fosters positive working relationships and communication within all departments across the organization.
• Manages customer accounts to ensure DSO and collection balances are maintained at an acceptable level.
• Analyzes customer performance to ascertain ability to pay balances on time.
• Monitors and replies to requests in the shared Billing mailbox on a daily basis.
• Maintains customer credit limits and payment terms in Oracle.
• Creates manual invoices and adjustments to customer invoices when necessary.
• Works with the tax department to resolve customer tax issues.
• Enters invoices into customer portals as needed.
• Works with management to help review credit memos or adjustments as requested; reviews and recodes invoices as needed.
• Generates aging reports, statements and invoice copies to customers as needed.
• Contacts customers concerning delinquent accounts; maintains collection notes on delinquent invoices.
• Collaborates with Sales, Customer Support, and Order Management to resolve customer billing issues.
• Closes the AR module on a monthly basis, or is the designated backup.
• Assists with training new employees as requested.
• Ensures all desktop procedures are up to date.
• Other duties as assigned.

Qualifications