Accounts Receivable Specialist
IDEX•Mansfield, OH
About The Position
The Accounts Receivable Specialist performs credit and collection functions at Warren Rupp and maintains effective customer relationships to resolve credit and collection issues. The role handles cash application, customer requests, collection follow-up, account problem-solving, reconciliations, and financial reporting while supporting compliance with IDEX policies.
Requirements
- Associate degree in Accounting or a related field, or equivalent.
- At least 2 years of accounts receivable experience.
- Effective verbal and written communication skills.
- Planning and organizational skills, including the ability to manage multiple tasks.
- Ability to independently research and resolve customer issues involving invoices and outstanding balances.
- Proficiency with Microsoft Office products, including Word, Excel, and Outlook.
- Working knowledge of JDEdwards, based on training provided.
- Ability to communicate effectively and constructively with customers, suppliers, and personnel at all levels.
- Ability to perform general office functions.
- Visual acuity for close-detail work and computer use.
Responsibilities
- Apply cash collections to customer accounts and outstanding invoices.
- Provide customers with copies of outstanding invoices and statements upon request.
- Follow up with customers to promptly resolve past-due invoices.
- Request order releases from credit hold through the Accounting Manager.
- Resolve accounts receivable issues, working with customers and sales managers on invoicing and payment disputes.
- Complete the daily cash file reconciliation.
- Confirm monthly accounts receivable balances with IDEX intercompany partners.
- Maintain customer files in compliance with IDEX policy.
- Assist with accounts receivable and past-due reporting for Warren Rupp and IDEX management.
- Provide other financial reporting to Warren Rupp and IDEX management.
- Communicate Warren Rupp and IDEX changes to banking instructions to customers annually.
- Supply credit history information to inquiring customers.
- Obtain and maintain current sales tax exemption certificates for domestic customers.
- Complete month-end bank reconciliation and accounts receivable aging reconciliation.
- Prepare one month-end journal entry.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
