AR/Billing Specialist

FURNITURE MARKETING GROUP INC•Plano, TX

7d•Onsite

About The Position

The Accounts Receivable Specialist supports the collection of customer payments. Duties Include: Reads and analyzes reports such as Accounts Receivable Aging to identify aging invoices which are beyond agreed upon customer payment terms. Accesses and reviews project orders in Khameleon to verify receivable data. Communicates with sales team and customer representatives to ensure customer has documentation needed to process payment such as invoice and related items, and secures, creates and/or provides documentation if needed. Customer Collections - contacts salesperson, customer and/or designee to secure payment status and consistently and timely repeats and/or escalates efforts via email, telephone, mail and other methods. Creates and maintains schedule for following up on efforts and/or lack of response. Order Release – works closely with sales team to ensure correct entry of orders; correct documentation provided; and deposits received (when necessary). Works with staff members to resolve payment issues such as short-pays, overpayments, sales tax exemptions and discrepancies, and early pay discounts; performs calculations and research and corrects related order lines as needed. Payment and cash receipt problem resolution. Warranty invoicing – Haworth warranties uploaded in Haworth SRM portal. Handle manufacturer warranties for outside vendors. Maintains careful and detailed notes on Khameleon of all efforts and actions. Supports the setup, maintenance, and review of customer payment portals. RFI forms/bidding portals. Processes and posts cash receipts (back-up). Duties and responsibilities may be added, deleted or changed at any time at the discretion of management, formally or informally, either verbally or in writing.

Requirements

Five to seven years’ related AR experience.
Ability to create routine reports and correspondence and speak effectively with customers, employees and others using correct grammar and professional etiquette.
Ability to calculate figures and amounts such as discounts and interest.
Ability to apply concepts of basic math (debits and credits).
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.
Proficient with Microsoft Excel, Word, and Outlook software.
Proficient with PDF creation and editing.
Proficient with data entry skills.

Nice To Haves

College or technical school diploma preferred or an equivalent of education and related experience.
Experience with Khameleon software a plus.

Responsibilities

Reads and analyzes reports such as Accounts Receivable Aging to identify aging invoices which are beyond agreed upon customer payment terms.
Accesses and reviews project orders in Khameleon to verify receivable data.
Communicates with sales team and customer representatives to ensure customer has documentation needed to process payment such as invoice and related items, and secures, creates and/or provides documentation if needed.
Contacts salesperson, customer and/or designee to secure payment status and consistently and timely repeats and/or escalates efforts via email, telephone, mail and other methods.
Creates and maintains schedule for following up on efforts and/or lack of response.
Works closely with sales team to ensure correct entry of orders; correct documentation provided; and deposits received (when necessary).
Works with staff members to resolve payment issues such as short-pays, overpayments, sales tax exemptions and discrepancies, and early pay discounts; performs calculations and research and corrects related order lines as needed.
Resolves payment and cash receipt problems.
Handles Haworth warranties uploaded in Haworth SRM portal.
Handles manufacturer warranties for outside vendors.
Maintains careful and detailed notes on Khameleon of all efforts and actions.
Supports the setup, maintenance, and review of customer payment portals.
Handles RFI forms/bidding portals.
Processes and posts cash receipts (back-up).