A/R Coordinator

Trividia Health, Inc.•Fort Lauderdale, FL

16h

About The Position

Manage and maintain assigned customer accounts in accordance with company policy and procedure, responsible for monitor aging of receivables (invoices and credits) as well as unapplied deductions, reach out to sales personnel, contract administrator personnel, or customer service staff to resolve disputes timely. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Apply cash receipts daily and ensure that payment remittances are in accordance with credit terms where cash discounts are concerned. Investigate deductions daily, working priorities of value and age first Ensure all customers have a tracking log for claims and sales order tracking logs are updated daily, with a minimum requirement of weekly updates due by Friday. The logs should contain both resolved and future claims to be taken. Document all required customer notes daily in QAD Ensure that past due accounts are placed on credit hold to limit exposure to the company. Work with management to remove customers from credit hold Make collection calls and/or investigate various external and internal customer requests on an ongoing basis, reviewing account detail weekly Maintain open AR to be less than six months old in accordance with our bank agreement Process daily and weekly reports to meet required deadlines Reconcile open invoices bi-weekly for possible EDI invoice issues Communicate all potential issues timely to the AR Supervisor Ensure adherence to Company policies and procedures related to AR Remain current and compliant with all training requirements

Requirements

Associate’s Degree (A.A.) or equivalent from a two-year college or technical school; or two to five years related experience and/or training; or equivalent combination of education and experience.
Proficiency with Microsoft Excel (including pivot tables, vlook ups, formulas, and other advanced features), Access, Word and Outlook required.
Ability to read, analyze, and interpret general business periodicals and professional journals.
Ability to write reports and business correspondence.
Must have an ability to effectively present information and respond to questions from groups of managers, clients, and customers.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, percentages and to create as well as interpret bar graphs and pie charts.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

Nice To Haves

Experience with accounts receivable and general ledger software strongly desired.

Responsibilities

Apply cash receipts daily and ensure that payment remittances are in accordance with credit terms where cash discounts are concerned.
Investigate deductions daily, working priorities of value and age first
Ensure all customers have a tracking log for claims and sales order tracking logs are updated daily, with a minimum requirement of weekly updates due by Friday. The logs should contain both resolved and future claims to be taken.
Document all required customer notes daily in QAD
Ensure that past due accounts are placed on credit hold to limit exposure to the company.
Work with management to remove customers from credit hold
Make collection calls and/or investigate various external and internal customer requests on an ongoing basis, reviewing account detail weekly
Maintain open AR to be less than six months old in accordance with our bank agreement
Process daily and weekly reports to meet required deadlines
Reconcile open invoices bi-weekly for possible EDI invoice issues
Communicate all potential issues timely to the AR Supervisor
Ensure adherence to Company policies and procedures related to AR
Remain current and compliant with all training requirements