Accounts Receivable Specialist

ZO Skin Health•Irvine, CA

13d•Hybrid

About The Position

The Accounts Receivable Specialist is responsible for maintaining and performing the daily accounts receivable function of the company. Primary duties include tracking payments from customers, resolving discrepancies, ensuring the timely collection of outstanding invoices, maintaining accurate financial records, monitoring accounts receivable aging and identifying overdue accounts.

Requirements

Minimum 3 years of AR experience, including high-volume billing.
Strong attention to detail and data accuracy.
Proficiency with Excel and accounting/ERP software.
Excellent communication and customer-service skills.
Strong organizational and time-management abilities.
Ability to work independently and meet deadlines.
Exercise integrity and confidentiality in financial reporting, and comply with national and local financial requirements.

Responsibilities

Collect accounts receivable by contacting clients via telephone or email.
Gather and verify invoices for appropriate documentation prior to payment.
Review customer agreements to ensure proper billing.
Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared.
Respond to customer inquiries regarding billing, payments, and account discrepancies.
Distribute invoices and statements accurately and on time, as well as reminder notices as necessary.
Manage recurring billing schedules and update account information as required.
Collaborate with the sales and customer service teams to resolve disputes.
Communicates discrepancies to AR Manager, identify slow-paying customers, and recommend collection candidates.
Implement collection strategies to minimize outstanding balances.
Assist with audits by preparing documentation support for AR Manager to respond to auditor inquiries.
Ensure compliance with company policies, financial regulations, and internal controls.
Strengthens and grows relationships with clients by communicating with customers regarding past-due accounts.
Assist in streamlining the accounts receivable process by identifying areas for customer performance improvement.
Ensure customer satisfaction while enforcing payment terms and conditions.
Analyze trends and identify opportunities for process improvement or risk mitigation.
Review and validate resale and sales tax exemption forms submitted by customers.
Reviews and approves RMAs for refund.
Cross train members of the department as needed on tasks to ensure continuity of work while team members are out of office.
Support the company in projects that involve AR as requested to contribute to a quality outcome.