Accounts Receivable Specialist - Fluid Systems Division

Parker Hannifin•Irvine, CA

About The Position

The Accounts Receivable Specialist in the Fluid Systems Division is responsible for various AR functions including collections, cash applications, credit memo and add bill creations, performing month-end dock walk audits, tracking non-invoiced work orders, and daily/weekly/monthly reporting. This individual contributor will communicate with customers regarding invoice discrepancies, payment status, account balances, and disputes. The role reports to the Accounts Receivable Manager and collaborates with Operations, Shipping, Planning, Production Support, Contract Administrators, and other internal teams to support cash application, collections, account reconciliation, dispute resolution, and customer account maintenance. The position also supports the monitoring of outstanding non-invoiced shippers, follows up on past-due accounts, researches payment discrepancies, and ensures compliance with company accounting policies and internal controls.

Requirements

Minimum 2 years of relevant accounts receivable or accounting experience.
Proficient in Microsoft Excel (required): pivot tables, VLOOKUP/XLOOKUP, INDEX/MATCH, basic formulas.
Experience with ERP or billing systems and order-to-cash processes.
Strong attention to detail and accuracy in data entry and reconciliation.
Ability to work overtime as business needs require.
Reliable, punctual, and able to meet strict deadlines in a fast-paced environment.
Good written and verbal communication skills; comfortable interacting with internal teams (Operations, Shipping, Sales) and external customers.
Ability to prioritize workload, manage multiple tasks, and escalate issues as appropriate.
Demonstrated problem-solving skills and ability to follow documented procedures.
Ability to work during month-end close, including at minimum the first three business days of each month.
Must be able to adjust schedule as needed to support month-end close activities and time-sensitive accounting tasks.
U.S. Citizenship, Permanent Residency or other appropriate status is required for certain positions, in accord with U.S. import & export regulations.

Nice To Haves

Bachelor’s degree preferred, ideally in Accounting, Finance, or a related field.
Experience with Microsoft Power BI or other reporting tools.
Prior experience in a manufacturing, distribution, or government-contracting environment a plus.

Responsibilities

Assist on Accounts Receivable collections by working with contract administrators, customers, and the AR team to ensure proper collection efforts.
Contact customers via email and TEAMS phone calls to collect past-due balances.
Prioritize collection activities based on aging, risk, and account history.
Monitor promises to pay and follow up to ensure commitments are met.
Review A/R aging reports daily/weekly and take action on delinquent accounts, keeping notes on collection attempts.
Assist with credit holds/releases and escalation recommendations.
Investigate short pays, deductions, chargebacks, and invoice disputes.
Coordinate with Sales, Customer Service, Contracts, Operations, and Key Account Managers to resolve issues quickly.
Ensure supporting documentation is gathered and communicated to customers (PODs, invoices, statements, etc.).
Provide regular updates on collection efforts, high-risk accounts, and expected cash receipts.
Perform monthly dock walk audits on the last business day of each month, verifying shipping boxes against non-invoiced shippers lists and following up with the Shipping Department.
Verify shippers shipped out but not invoiced in the same month.
May be assigned additional responsibilities, including preparation of journal entries, account reconciliations, and reports, as proficiency is demonstrated.

Benefits

Comprehensive coverage for medical, prescription drugs, dental, vision, voluntary optional life, accident insurance, hospital indemnity insurance and critical illness insurance with competitive premium cost.
401(k) Plan with company matching contributions at 100% of the first 5% of pay.
Company provided defined-contribution retirement plan with annual contribution equal to 3% of pay.
Career development and tuition reimbursement.
Paid parental leave.
Short and long-term disability programs.
Adoption assistance.
A Care.com membership.
Financial planning assistance.
Supplemental benefit programs including identity protection, legal protection, and pet wellness are available at competitive rates.
Paid Time Off and Company-Paid Holidays.