About the Company
We are conducting a search on behalf of our client for an experienced Accounts Receivable Specialist.
About the Role
This role is responsible for managing the day-to-day accounts receivable function, including invoicing, payment processing, collections, and reconciliation. The position plays a key role in ensuring accurate financial records, timely cash collection, and strong collaboration across departments such as Sales, Finance, and Customer Service. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of the full accounts receivable cycle, from credit through collections.
Responsibilities
Essential job functions include the following, but are not limited to:
- Invoicing & Billing
- Partner with Service, Parts, and Equipment Sales teams to ensure accurate and timely invoice generation and distribution
- Review customer agreements to ensure proper billing and resolve discrepancies
- Manage recurring billing schedules and maintain up-to-date account information
- Payment Processing & Reconciliation
- Support Treasury in reconciling customer payments (checks, ACH, wire transfers, credit cards)
- Accurately apply payments to open invoices
- Investigate and resolve discrepancies between payments and invoices
- Collections Management
- Execute collection strategies to minimize outstanding balances
- Monitor AR aging and identify overdue accounts
- Follow up with customers on past-due balances and negotiate payment plans when needed
- Escalate unresolved accounts to management or external agencies as appropriate
- Reporting & Analysis
- Maintain AR aging reports and track collection progress
- Provide regular updates on AR metrics and KPIs
- Support month-end and year-end close processes, including account reconciliation
- Customer & Internal Collaboration
- Respond to customer inquiries related to billing and payments
- Work cross-functionally to resolve disputes and discrepancies
- Maintain positive customer relationships while enforcing payment terms
- Compliance & Documentation
- Maintain accurate records of invoices, payments, and communications
- Ensure compliance with internal controls and financial regulations
- Support audits by preparing documentation and responding to requests
- Identify process improvements and risk mitigation opportunities
- Additional Responsibilities
- Maintain asset lists and post depreciation entries
- Process credit memos
- Monitor shared accounting mailbox
- Assist with 1099 reporting and cash application
- Support ad hoc accounting projects
- SAP Data Management
- Maintain and update customer master data in SAP ERP
- Review and validate customer setup requests for accuracy and compliance
- Coordinate with Sales, Finance, Credit, and Customer Service to resolve data issues
- Ensure proper setup of:
- Customer IDs
- Billing and shipping addresses
- Payment terms
- Tax classifications
- Pricing groups
Qualifications
- 3–5 years of experience in a full-cycle Accounts Receivable role (Credit to Collections), preferably in a manufacturing or distribution environment
- Degree in Accounting or related field is a plus
- Advanced Excel skills (pivot tables, VLOOKUPs, formulas)
- Proficiency in Microsoft Office (Word, PowerPoint, Outlook)
- Experience with SAP is required
- Strong analytical and problem-solving abilities
- Ability to manage multiple priorities and meet deadlines
- Team-oriented with strong communication skills
Equal Opportunity Statement
Our client is committed to diversity and inclusivity.
