Accounts Receivable Lead

WESTERN FLYER EXPRESS INC•Oklahoma City, OK

7d•Onsite

About The Position

The Accounts Receivable Lead will be responsible for maintaining comprehensive knowledge of company operations, customers, products, and equipment. This role requires a strong understanding of all applications within the accounting platform, with the ability to effectively supervise and train assigned team members. The Lead will administer clerical tasks, communicate with the factoring company to ensure ROI, and maintain department KPIs. They will also assist in implementing an effective framework for balancing workload assignments, team member scheduling, and work distribution. Key responsibilities include processing adjustments and write-offs, overseeing the AR email inbox, and conducting escalation calls with customers for payment collection and potential external collections. The role ensures accuracy in customer payments and transactions, prepares and monitors weekly AR Summary reports, and coordinates with stakeholders for accurate internal customer files. Collaboration with other internal departments like customer service and billing is essential to resolve issues and improve collections processes. The Lead will communicate with various personnel to gather information for collecting open AR balances, address customer inquiries, produce and analyze accounting reports, and perform administrative tasks such as data entry and filing. Utilization of technology to innovate company processes and effective communication with accounting staff, customers, and operations personnel are also critical. Other duties as assigned by management.

Requirements

Excellent communication skills, both written and verbal.
Excellent organizational skills with ability to manage multiple tasks
Proven ability to problem solve, proactively perform strategic planning and set priorities
Demonstrated track record for improving process efficiencies
Experience with AS400 and NetSuite system preferred
Previous accounting experience is valuable
Ability to maintain confidentiality in daily operations.
Ability to exercise sound judgment and to apply discretion in handling confidential information.
Supervisory experience with strong leadership skills and an ability to motivate direct reports
Technologically proficient, individuals must be able to effectively operate computer systems to complete essential job functions with emphasis on MS Office skills specifically Excel.
10 Key skills are a plus

Nice To Haves

Bachelor’s degree preferred. An equivalent combination of relevant education, training, and experience that demonstrates the knowledge, skills, and ability to effectively perform the functions of this position may be considered.

Responsibilities

Maintain comprehensive knowledge of company operations, customers, products, and equipment; including operational characteristics which affect pricing.
Knowledge and understanding of all applications in the accounting platform with ability to supervise and/or training assigned team members effectively
Administer clerical tasks and communication with factoring company, ensuring return on investment is satisfied
Maintain department KPIs (key performance indicator)
Assist with implementing an effective framework for balancing workload assignments, team member scheduling, and work distribution
Process adjustments and write offs, ensuring communication and retraining to resolve root cause issues
Oversee and coordinate the AR email inbox to maintain key information and ensure timely responses
Oversee and conduct escalation calls with customers to solicit payment, negotiate repayment, follow up on progress, and escalate for external collections agencies as needed.
Ensure accuracy with customer payments and transactions related to accurate receivables.
Prepare and monitor weekly AR Summary report to identify delinquent accounts, ensure all accounts are actively being worked, and collections issues are addressed in a timely manner to maintain KPI
Ensure coordination between all stakeholders to maintain accurate internal customer files including name or address changes, mergers, or specific invoice requirements
Collaborate with other internal departments such as customer service and billing to resolve issues and improve collections processes.
Communicate with Billing Specialists, customers, pricing, factoring company, and operations personnel to escalate gathering of information needed to efficiently collect open AR balances
Address customer inquiries or disputes related to billing and payments, ensuring a professional and courteous approach.
Produce and analyze accounting reports as assigned
Perform administrative and clerical tasks, such as data entry, upload supporting paperwork, filing paperwork, and contacting customers or vendors to discuss accounts
Utilization of technology to innovate company processes
Communicate effectively with accounting department staff, customers, and operations personnel to gather information needed to ensure accurate receivables and payables.
Other duties as assigned by management.