Accounts Receivable Clerk

COBURN TECHNOLOGIES INC•South Windsor, CT

2d•Onsite

About The Position

We’re looking for an Accounts Receivable Clerk / Credit & Collections professional to join our Finance team. This is more than a traditional accounts receivable position—you’ll play an important role in cash flow, customer relationships, credit decisions, collections, and the accuracy of our financial records. The ideal candidate is someone who takes ownership, follows through, communicates effectively, and enjoys identifying and resolving issues. You’ll work closely with Finance, Sales, customers, and other internal teams to ensure payments are received and accurately recorded while helping maintain strong financial controls.

Requirements

Strong accounting knowledge with experience in financial reporting and analysis.
Customer/Client Focus - Ability to foster positive customer relationships while managing accounts and resolving payment issues.
Ability to maintain a high level of confidentiality regarding financial transactions and sensitive company information.
Collaboration Skills - Works well with cross-functional teams, including finance, sales, and customer service.
Communication Proficiency - Strong verbal and written communication skills for interacting with customers, team members, and management.
Problem Solving/Analysis - Ability to identify issues, analyze discrepancies, and provide actionable solutions.
Ethical Conduct - Adherence to ethical standards, confidentiality, and best practices in financial management.
Thoroughness - Attention to detail and ability to manage multiple tasks without sacrificing accuracy.
Ability to adapt to changing priorities and meet deadlines in a fast-paced work environment.
Associate’s degree in accounting preferred or 3–5 years of experience in accounts receivable, multi-entity A/R, credit and collections, and general accounting.
Proficient in Microsoft Office (Word, Excel, Outlook); ERP system experience required (Infor SyteLine highly desired).
Hands-on experience with account reconciliation and month-end close processes.
Experience posting and applying customer payments (checks, wires, ACH, credit cards) accurately.
Applied knowledge of sales tax regulations, including managing exemption certificates and understanding state-specific credit/collection laws.
Experience generating financial or aging reports and analyzing account data for accuracy.
Ability to communicate professionally with customers to resolve billing or payment issues.
Experience supporting internal or external audits by providing relevant documentation.
Ability to read and interpret complex documents such as purchase orders, terms and conditions, legal documents, and freight/logistics paperwork.

Nice To Haves

Manufacturing industry experience with capital equipment a plus.
Experience with accounting software (e.g., SyteLine) is preferred.
Infor SyteLine highly desired.

Responsibilities

Manage the company credit application process, including opening new accounts, establishing credit lines, reviewing existing accounts, and conducting financial analysis.
Review credit information and make recommendations to the Director of Finance and Sales Department regarding new and existing customer accounts.
Check customer references and obtain D&B reports for prospective accounts.
Review orders placed on credit hold and determine appropriate release in accordance with established credit limits and company policies.
Maintain accurate and organized customer credit files and documentation.
Post customer payments daily, including checks, wire transfers, electronic payments, and credit card transactions.
Ensure payments, credits, and adjustments are accurately applied and recorded in the general ledger.
Reconcile customer accounts and investigate and resolve discrepancies.
Prepare monthly accounts receivable aging reports and monitor outstanding balances.
Monitor expected payment dates and proactively follow up on outstanding receivables.
Support accurate and timely billing by reviewing invoices, credits, debits, and customer account activity.
Monitor incoming payments to help maintain accurate cash position records.
Investigate delinquent accounts and conduct professional collection efforts to secure outstanding payments.
Communicate with customers regarding balances, payment status, discrepancies, and account questions.
Escalate collection matters as appropriate and coordinate with collection agencies when necessary.
Partner with Sales Representatives and Sales Management to resolve customer concerns, discrepancies, payment delays, and credit issues.
Approach challenging account issues with professionalism, persistence, and sound judgment.
Assist with monthly and year-end closing activities by ensuring accounts receivable transactions are complete, accurate, and properly reconciled in accordance with GAAP.
Participate in financial audits by providing requested documentation, reports, and explanations related to accounts receivable, credit, and collections.
Maintain sales tax exemption certificates and related tax records in accordance with applicable requirements.
Provide accurate financial information and reporting to support the Director of Finance and other internal stakeholders.
Support general accounting activities and financial reporting as assigned.
Build positive, professional working relationships with customers, Sales, Finance, management, and other stakeholders.
Respond to questions and requests in a timely and professional manner.
Communicate issues clearly and work collaboratively toward practical resolutions.
Maintain confidentiality and exercise appropriate discretion when handling financial and customer information.
Perform responsibilities in accordance with applicable laws and regulations, company policies, procedures, internal controls, and accounting standards.