Accounts Receivable Clerk

Bedrosians Tile and Stone•Fresno, CA

3d•Onsite

About The Position

The Accounts Receivable Clerk is an experienced, organized Accounts Receivable (A/R) professional. To succeed in this role, you will keep updated records of customer tax information, research and resolve customer A/R issues, prepare tax reports, place billing and collection calls.

Requirements

At least 3 years of relevant experience working in accounts receivable or a related financial role.
Familiarity with account reconciliation, general ledger processes, and basic accounting principles.
Must follow procedures carefully and ensure accurate financial records.
Strong knowledge of Microsoft Office, particularly Excel, and experience with ERP systems.

Nice To Haves

Familiarity with automating processes is a plus.

Responsibilities

Identify overdue customer accounts using skip-tracing methods, phone calls, written correspondence, and payment arrangements.
Regularly contact clients to discuss and resolve outstanding payments, assist with setting up payment plans when necessary.
Address payments made by NSF (non-sufficient funds) checks, and arrange for replacement payments.
Ensure that tax-related documents are verified and uploaded into the system.
Monitor and follow up with customers to obtain updated and valid resale certificates for their accounts.
Perform regular reconciliations to ensure accurate account balances.
Provide requested data to various departments, including sales, marketing, shipping, and customer service.
Use ERP (Enterprise Resource Planning) systems to manage accounts and financial data.
Leverage Excel for reporting, data analysis, and account tracking; proficiency with other Microsoft Office tools is also essential.
Interact with clients and internal departments to resolve issues and maintain smooth communication.
Be an ambassador of the organization's mission, values, and culture in all interactions.
Confirm tax documents and upload them into the system, ensuring all records are up to date.
Maintain accurate records of resale certificates and follow up with customers to obtain valid resale documents.
Other duties as assigned