Accounts Receivable Specialist

JW NUTRITIONAL LLC•Allen, TX

36d•Onsite

About The Position

JW Nutritional LLC is seeking an Accounts Receivable Specialist to join our Corporate Office team in Allen, TX. This role is crucial for managing our accounts receivable processes, ensuring accuracy in invoicing, customer communication, and financial reconciliation. The ideal candidate will be proficient in QuickBooks, possess strong analytical and communication skills, and have a commitment to excellent customer service.

Requirements

Proficient with QuickBooks or other ERP systems
Proficient with Microsoft Excel
Proficient with Google Gmail
Strong organizational skills
Strong data entry skills
Strong attention to details
Strong analytical skills
Excellent communication skills
Commitment to excellent customer service internally and with customers
Growth mindset with sense of curiosity, initiative, and determination
High school diploma required
1-5 years of experience performing a wide variety of accounts receivable duties

Nice To Haves

Bachelor's in accounting preferred

Responsibilities

Monitor AR email box daily, addressing all customer inquiries and creating invoices accurately and in a timely manner.
Review Purchase Orders and Packing Slips thoroughly, ensuring customer charges are valid, accurate and complete.
Respond to and resolve all customer invoice issues, including invoice-to-PO/Packing Slip discrepancies as well as invoice-to-customer receiving slip discrepancies in a timely manner.
Ensure all customer credits are entered into QuickBooks and are documented by the customer rep, approved by the QA team and communicated to the customer in a timely manner.
Ensure accuracy and completeness of monthly transactions by reviewing and reconciling monthly customer billing report from QuickBooks to the Warehouse team’s monthly shipping log total.
Verify all customer accounts are actively being used and have Forms W9 attached to their customer account in QuickBooks.
Review and reconcile the AR Aging Summary to the GL for each month end.
Enter new customer information into QuickBooks upon receipt of completed Customer Onboarding Documents, and attach the documents to the customers QuickBooks file.
Perform revenue and delinquency analysis on a monthly basis.
Stay on constant lookout for possible missed revenue on last-minute shipments, testing fees and warehouse storage charges incurred pursuant to any alternative Payment Agreements.
Perform standardized collection process, including assessing customer delinquency, emailing delinquent customers, monitoring customer deposits and reporting delinquency status and bad debt risk to the leadership team.
Initiate bringing issues to the attention of management once made aware of an issue and its magnitude has been identified and documented.
Update and expand AR knowledge by participating in educational opportunities and researching best practices.
Assist with implementation of AR process improvements.
Collaborate with internal and external partners as needed while performing all above-listed tasks.