Accounts Receivable Specialist
Winter Services•Milwaukee, WI
•Onsite
About The Position
The Accounts Receivable Specialist is responsible for customer contract administration, invoicing, cash application, collections, account reconciliation, and customer account management for assigned National and Regional accounts. The role partners closely with Operations, Sales, and Finance to ensure timely billing and collection activities.
Requirements
- High school diploma or G.E.D. equivalent.
- 3+ years of accounts receivable or general accounting practices and principles.
- Knowledge of office administration and procedures.
- Proficient in Microsoft Office (i.e. Word, Excel, Outlook).
- Discretion and trustworthiness due to frequent contact with confidential material.
- Outstanding organizational and analytical skills and ability to manage multiple competing priorities simultaneously in a fast-paced environment.
Nice To Haves
- experience with NetSuite preferred
- Salesforce is a plus.
- Experience in managing customer portals a plus.
Responsibilities
- Review and process applicable customer contracts in NetSuite.
- Ensure invoices are processed and submitted to customers promptly.
- Manage preferred invoice delivery methods, including email, portal upload, and consolidated billing sheets.
- Manage customer-required Supplier Portals to ensure invoices are submitted accurately and on time.
- Participate in Weekly outstanding AR Aging calls with Finance and Operations leadership teams.
- Respond to customer inquiries in a timely manner.
- Collaborate with outside departments, researching invoice discrepancies and issuing credit memos as appropriate.
- Provide compliance documentation to customers, such as W9, COI, and ACH forms.
- Build and maintain strong relationships with key customers, providing a high level of customer service.
- Identify delinquent accounts and provide collection recommendations to the Finance and Operations leadership team.
- Maintain accurate customer account records and master data.
- Assist Sales Representatives with customer contracts, ensuring all required compliance documentation is submitted promptly.
- Apply and reconcile daily cash receipts, including checks, ACH payments.
- Assist with month-end closing, ensuring all payments are accounted for and properly posted.
- Conduct written and verbal customer communications, providing copies of statements, invoices, and requesting payment status.
- Resolve customer billing inquiries, collaborating with the appropriate account manager regarding any disputes.
- Perform other accounting and finance duties as requested.
- Follow and comply with all company policies, safety requirements, and work rules.
- Operate standard office equipment and maintain professional workplace standards.
Benefits
- Competitive market compensation commensurate with experience.
- Medical, Dental, and Vision Insurance Benefits.
- Company-sponsored Group Life Term & Short-Term Disability Insurance.
- 401 (k) with company match.
- Paid vacation and holiday.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
