Accounts Receivable/Collections Specialist

McKinley•Irvine, CA

4d•$28 - $32•Onsite

About The Position

Monitor and manage the accounts receivable ledger for service and parts customers to ensure payments are received on time Contact customers via phone first, then email, then mail or other third party software applications Research and resolve payment discrepancies or disputes in a professional manner Generate and send duplicate invoices to customers if necessary Maintain records of collection activities, payment promises and customer interactions Coordinate with internal departments to resolve billing and account issues Learn over time some technical issues to accurately discern warranty covered work from customer charges Drive resolution on billing and payment problems by troubleshooting issues and collaborating with the team to find quick and efficient solutions Prepare aging reports and analyze account trends for management review Recommend accounts for escalation, payment plans, or write-offs when necessary Maintain/update payment terms based on payment history Maintain accounting folders and additional filing, including: new folders, hardcopies of billing, releases, preliminary notice. Respond to phone calls, emails and faxes for billing, revised billings Other duties as assigned

Requirements

1 – 3 years of experience in accounts receivable, collections, billing or a related financial role
Proficiency in Microsoft Excel (formulas, pivot tables, VLOOKUP)
Familiarity with accounting or ERP software, preferably Sage (Quickbooks, NetSuite, SAP, Oracle)
Basic understanding of accounting principles (GAAP)
Strong verbal and written communication for engaging with customers and internal teams
Strong negotiation and conflict resolution skills
Strong attention to detail and accuracy
Ability to prioritize, multitask and manage time effectively
Ability to identify discrepancies and work toward resolution
Analytical thinking to interpret aging reports and payment trends
Ability to successfully prioritize and meet deadlines
Punctual and reliable
Prolonged sitting
Frequent telephone, must be able to speak and hear well enough to communicate with others
Must be able to see well enough to read the computer screen
Grasping/Feeling: must be able to write, type, manipulate a mouse and use telephone system
Ability to think and process information quickly, clearly and accurately

Nice To Haves

Certified Credit and Collection Professional (CPC, CCP) or equivalent
Bookkeeping or accounting certifications
Use of document management systems or automation tools in receivables
Patience and professionalism when handling difficult or delinquent customers
Integrity and discretion when handling confidential information
Bilingual or multilingual
Strong organizational and filing skills
Excellent verbal and written communication

Responsibilities

Monitor and manage the accounts receivable ledger for service and parts customers to ensure payments are received on time
Contact customers via phone first, then email, then mail or other third party software applications
Research and resolve payment discrepancies or disputes in a professional manner
Generate and send duplicate invoices to customers if necessary
Maintain records of collection activities, payment promises and customer interactions
Coordinate with internal departments to resolve billing and account issues
Learn over time some technical issues to accurately discern warranty covered work from customer charges
Drive resolution on billing and payment problems by troubleshooting issues and collaborating with the team to find quick and efficient solutions
Prepare aging reports and analyze account trends for management review
Recommend accounts for escalation, payment plans, or write-offs when necessary
Maintain/update payment terms based on payment history
Maintain accounting folders and additional filing, including: new folders, hardcopies of billing, releases, preliminary notice.
Respond to phone calls, emails and faxes for billing, revised billings
Other duties as assigned