A/R Specialist

TAKKION Ops Management LLC • Evansville, WY

312d

About The Position

We are seeking a detail-oriented Accounts Receivable Specialist with experience using Microsoft Dynamics to join our finance team. The ideal candidate will be responsible for managing the company’s accounts receivable processes, ensuring timely collection of outstanding invoices, reconciling accounts, and maintaining accurate financial records. This role requires strong analytical skills, attention to detail, and proficiency with Microsoft Dynamics 365 (or other relevant versions).

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• 2+ years of experience in accounts receivable or general accounting.
• Prior experience working with Microsoft Dynamics 365 Finance & Operations (or other versions) is required.
• Strong proficiency in Microsoft Dynamics for invoicing, payments, and reporting.
• Proficiency in Microsoft Office Suite, particularly Excel (pivot tables, VLOOKUP, data analysis).
• Excellent communication and customer service skills.
• Strong attention to detail and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Generate and issue invoices using Microsoft Dynamics.
• Monitor customer accounts to ensure timely payment collection.
• Process incoming payments (checks, ACH, wire transfers, credit card payments) and accurately apply them to customer accounts.
• Investigate and resolve payment discrepancies.
• Maintain up-to-date customer account records, including credit limits and payment terms.
• Reconcile AR ledger and investigate any outstanding balances.
• Coordinate with internal teams (Sales, Customer Service) to resolve billing issues.
• Follow up on past-due invoices and send reminders/statements to customers.
• Work with customers to resolve outstanding balances and disputes.
• Escalate collection issues as necessary to management.
• Prepare and analyze AR aging reports to track outstanding balances.
• Assist with month-end and year-end closing processes.
• Support audits by providing necessary AR documentation.
• Identify opportunities to streamline AR processes for greater efficiency.
• Ensure compliance with company policies and financial regulations.

What This Job Offers

• Education Level: Bachelor's degree