Accounts Receivable Specialist

Advantech Co-Creating the Future of the IoT World•Tustin, CA

10d•Onsite

About The Position

Advantech is seeking a detail-oriented Accounts Receivable Specialist to support customer credit evaluations, credit risk management, accounts receivable activities, and collections. This role will work closely with Sales, Customer Service, and accounting teams to maintain accurate customer credit information, manage credit risk, and support timely collection of outstanding balances.

Requirements

Bachelor's degree in Finance, Accounting, Business, or a related field.
3+ years of experience in credit analysis, accounts receivable, collections, or a related finance function.
Knowledge of financial statement analysis and credit risk assessment.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Excel.
Experience working with ERP systems.
Strong written and verbal communication skills.
Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment.
Ability to collaborate effectively with cross-functional teams.

Nice To Haves

Experience with SAP or similar ERP systems.
Experience using D&B, trade references, and other credit information for customer evaluations.
Experience managing customer credit limits and payment terms.
Experience with B2B credit and collections processes.

Responsibilities

Conduct credit evaluations for new and existing customers using financial statements, D&B reports, trade references, and other available credit information.
Perform daily credit checks on shipments and orders in accordance with company credit and risk management policies.
Set up customer accounts and maintain accurate records of credit limits and payment terms.
Monitor customer credit profiles and account activity to help mitigate credit risk.
Support collection activities to reduce past-due receivables and improve cash flow.
Manage and reconcile customer down payments.
Prepare credit reviews, reports, and account documentation.
Prepare and present application progress and shipment status updates during meetings.
Support internal and external audit requests.
Perform other related duties as assigned.