Accounts Receivable Lead

Trinity Health•Dallas, TX

10d

About The Position

Trinity Industries is seeking an experienced Accounts Receivable Lead. This position is responsible for the collection and resolution of B2B outstanding accounts receivable invoices from the existing client base with varying levels of delinquency. The Accounts Receivable Specialist is expected to perform all responsibilities with a commitment to providing superior service to TrinityRail’s customers by maintaining daily communication with external customers, internal departments, and internal sales staff as well as implement change management initiatives. This position requires strong organizational skills with the ability to prioritize, plan and execute workload as well as additional duties assigned.

Requirements

Bachelor's degree in Accounting, Finance, or Business Management, or equivalent experience required
Minimum 5 years B2B collections and/or accounts receivable experience in a corporate setting
Collections Soft Skills required, must be able to proactively engage customers to identify root cause for non payment and develop clear next steps to a timely resolution
Excellent communication & presentation skills with the ability to engage at all levels – from front line to executive
Outstanding interpersonal skills with the ability to build relationships within a complex matrixed organization
Ability to influence others through shared outcomes and common goals
Proficiency in Microsoft Office including Excel and Word
Must have attention to detail with an eye for accuracy
Creative, self-disciplined, and capable of identifying and completing critical tasks independently and with a sense of urgency
Ability to apply fundamental accounting knowledge to daily transactions
Proven ability to be a self starter with little direction
Strong analytical, organizational, time management and multi-tasking skills
Able to comfortably analyze large quantities of data through usage of pivot tables, formulas, etc.

Nice To Haves

Experience with Oracle, SAP, PeopleSoft, or any other ERP system is preferred

Responsibilities

Performs outgoing collection requests (phone calls, emails, letters, etc.) and meet departmental SLA’s for acceptable follow up timeframes for assigned customer portfolio
Creates value to the business by meeting outstanding aging balances reduction targets month over month
Collaborate across various upstream, downstream, and lateral business units in order to achieve resolution
Leads daily resolution process for unapplied cash and unclear remittances
Represents A/R function in cross-functional team to resolve complex pass-through maintenance disputes
Develops and Maintains AR Adhoc reports and metrics utilized for monthly executive reviews and analysis
Trains and develops new hires as well as serves as the SME for Collections area
Establishes timeframes and holds customers accountable to timely follow-up on payment arrangements and next steps
Performs account reconciliations and analysis as needed which includes but not limited to payment research
Collect/monitor customer payments in accordance with payment due dates and recommend allocation of funds daily
Resolves client-billing disputes, troubleshooting and rescues accounts receivable delinquency through needed credits/adjustments application
Identify root cause attributing to account delinquency and discuss/escalate to management and/or internal sales staff
Review and research assigned accounts for application of unapplied cash and deposits in order to minimize aggregation of on account balances
Enforces adherence to corporate collection policies and procedures
Delivers monthly reviews of customer portfolio delinquency trends to provide line of sight to upper leadership
Other duties as required or needed