Accounts Receivable Specialist

Urban Surfaces Inc•Corona, CA

7d•Onsite

About The Position

We are seeking a detail-oriented Accounts Receivable Specialist with experience in invoice processing, account reconciliation, customer service and collections. The ideal candidate is proactive, accurate, and committed to maintaining healthy cash flow and strong customer relationships. Hours: This position is a full time in office position, Monday - Friday 8:00 AM to 4:30 PM Primary Responsibilities Invoicing: Preparing & sending invoices to customers accurately & on time. Payment Processing: Recording incoming payments (cash, checks, etc.) & ensuring they're allocated to the correct customer accounts. Collections: Following up on past-due invoices with customers via phone, email, or mail to collect outstanding payments. This may involve negotiating payment plans & resolving disputes to ensure timely payment of outstanding receivables to improve cash flow. Recordkeeping: Maintaining accurate & up-to-date customer account records, including tracking outstanding balances & payment history, account contacts, terms, etc. Reconciliation: Reconcile financial accounts by matching invoices and payments, verifying the accuracy of company records, and processing credit memos in line with departmental standards. Customer Service: Communicating with clients regarding the payments on their accounts. Researching & resolving discrepancies in customer accounts. New Customer Set-Up: Create new customer accounts, gathering essential information and ensuring a smooth onboarding experience to foster a positive relationship and long-term loyalty. Account Pricing: Validated and processed all sales-initiated price changes, confirming the acquisition of necessary approvals Sales Order Review: Verify sales orders against account terms for fulfillment; collect project information for preliminary liens when applicable. Collaboration: Work with other departments to gather additional information, ensure accounts are up-to-date, and develop repayment plans. Assisting with the month-end or year-end closing process. Reporting: Generating reports on accounts receivable aging, payment reports, cash reconciliation reports. This is a summary of typical functions of this position. Management has the exclusive right to alter the scope of work within the framework of this job description at any time without prior notice.

Requirements

2+ years of experience
Exceptional communication and problem-solving skills.
Strong organizational and time management skills.
Strong attention to detail
Positive, team-first attitude and genuine desire to help others.
Ability to work effectively in a fast-paced environment.
Computer proficiency; Google Workspace and NetSuite experience a plus.

Nice To Haves

Bilingual (Spanish/English) preferred
AS/AA in Accounting preferred

Responsibilities

Preparing & sending invoices to customers accurately & on time.
Recording incoming payments (cash, checks, etc.) & ensuring they're allocated to the correct customer accounts.
Following up on past-due invoices with customers via phone, email, or mail to collect outstanding payments.
Negotiating payment plans & resolving disputes to ensure timely payment of outstanding receivables to improve cash flow.
Maintaining accurate & up-to-date customer account records, including tracking outstanding balances & payment history, account contacts, terms, etc.
Reconcile financial accounts by matching invoices and payments, verifying the accuracy of company records, and processing credit memos in line with departmental standards.
Communicating with clients regarding the payments on their accounts.
Researching & resolving discrepancies in customer accounts.
Create new customer accounts, gathering essential information and ensuring a smooth onboarding experience to foster a positive relationship and long-term loyalty.
Validated and processed all sales-initiated price changes, confirming the acquisition of necessary approvals
Verify sales orders against account terms for fulfillment; collect project information for preliminary liens when applicable.
Work with other departments to gather additional information, ensure accounts are up-to-date, and develop repayment plans.
Assisting with the month-end or year-end closing process.
Generating reports on accounts receivable aging, payment reports, cash reconciliation reports.