Accounts Receivable & Credit Specialist

PCB Piezotronics, Inc.•Depew, NY

About The Position

As an Accounts Receivable & Credit Specialist with PCB Piezotronics, Inc, you will work under minimal supervision and perform the following credit, collection and receivable duties. You will be responsible that all of the below tasks are in compliance with our guidelines. Additional Duties: Credit/Collection duties Prepares weekly/monthly analysis of aged customer receivables Prepares analysis of delinquent customer accounts and reviews with VP of Finance. Contacts customers and works with Sales team to collect delinquent receivables Coordinates activities with Customer Service Responsible for resolving and investigating “troubled” customer accounts to bring current through a variety of tools. Has approval to review and approve credit for both new customer accounts and existing customer accounts within the company established guidelines Administers Company credit application process: Compiles & reviews credit packet for presentation to VP of Finance (Includes D&B reports, credit applications, Internet searches, reference checks, customer history) Makes recommendations to VP of Finance Maintains a working knowledge of the company’s ERP (Syteline) business system as it relates to the management of customer receivable accounts and credit history. Accounts Receivable duties (active and/or potential) Assist with posting payments & creating invoices Web invoice on customer sites where applicable Follow up collection and allocation of payments Make adjustments to accounts as needed (i.e.: credit memos, write-offs) Monitoring customer account details for non-payment, delayed payment & other irregularities. Process refunds Investigate & resolve customer queries on past due accounts Communicating with customers via phone, email, fax, or personally Assist with interim and annual audits Runs daily bank reports to accurately identify/ justify payment for foreign or electronic wire transfers. Processes credit card transactions. Generates monthly account statements. Supports Accounting team with daily functions as needed. Other duties may be assigned to meet the business needs.

Requirements

Minimum of one year AP/AR
Strong inter-personal communication skills required. Basic office & computer skills, excel spreadsheet experience and good keyboarding skills required. Problem analysis & problem resolution skills needed.

Responsibilities

Prepares weekly/monthly analysis of aged customer receivables
Prepares analysis of delinquent customer accounts and reviews with VP of Finance.
Contacts customers and works with Sales team to collect delinquent receivables
Coordinates activities with Customer Service
Responsible for resolving and investigating “troubled” customer accounts to bring current through a variety of tools.
Has approval to review and approve credit for both new customer accounts and existing customer accounts within the company established guidelines
Administers Company credit application process
Compiles & reviews credit packet for presentation to VP of Finance (Includes D&B reports, credit applications, Internet searches, reference checks, customer history)
Makes recommendations to VP of Finance
Maintains a working knowledge of the company’s ERP (Syteline) business system as it relates to the management of customer receivable accounts and credit history.
Assist with posting payments & creating invoices
Web invoice on customer sites where applicable
Follow up collection and allocation of payments
Make adjustments to accounts as needed (i.e.: credit memos, write-offs)
Monitoring customer account details for non-payment, delayed payment & other irregularities.
Process refunds
Investigate & resolve customer queries on past due accounts
Communicating with customers via phone, email, fax, or personally
Assist with interim and annual audits
Runs daily bank reports to accurately identify/ justify payment for foreign or electronic wire transfers.
Processes credit card transactions.
Generates monthly account statements.
Supports Accounting team with daily functions as needed.
Other duties may be assigned to meet the business needs.