A/R Specialist

Insight Capital Solutions•Irvine, CA

About The Position

The A/R Specialist will be responsible for preparing, analyzing, and reviewing lease contracts for billing purposes using Leasewave software. This role involves analyzing and processing various billings, resolving disputes with internal departments, managing a portfolio of customers to ensure they are in good standing, and participating in the month-end close process. The specialist will also maintain customer records, handle billing and collection inquiries, and communicate effectively via phone and email.

Requirements

Moderate proficiency with MS Outlook, MS Excel
Experience with online portals (ie SAP ARIBA)
Accounts Receivable background
Must have strong understanding of basic Accounting principles
Minimum of 4-5 years of collection/customer service experience.
Strong attention to detail
Must have problem solving and decision-making abilities, including the ability to identify trends and relationships within accounting and/or lease data.
Must be highly motivated individual with high level of initiative and an attitude of willingness.
Must be team player willing to assist others at all levels of the organization.
Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships.
Strong organizational and time management skills.Ability to multi-task and work autonomously or with a team.
Ability to communicate effectively on a one-on-one basis or in group setting.

Nice To Haves

Leasing or other Finance industry experience a plus
B.S. in Accounting/Finance preferred

Responsibilities

Prepare, analyze and review lease contracts for the purpose of billing through Leasewave, our leasing software.
Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable.
Work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
Process monthly billing by submitting system-generated rental invoices via email & through various vendor portals.
Manage designated portfolio to ensure all customers are in good standing. Draft correspondence for collections when customers become past due. Internally escalate non-responsive customers or delinquent balances.
Review weekly published coverage listings to confirm recent coverage has been completed on the account(s).
Participate in month-end close process ensuring billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are completed and posted to the appropriate accounting period.
Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes.
Explain and/or resolve routine to complex billing or collection related issues & questions.
Explain basic lease terminology.
Handle in/out bound communications via phone and/or email in a timely & professional manner.
Establish goals both individually and within a team-based environment.