AR & Collections Specialist

CALIFORNIA COMMERCIAL SOLAR INC • Visalia, CA

121d • $25 - $31

About The Position

The position is for an experienced Accounts Receivable Specialist at CalCom Energy, located in Visalia, CA. The role involves both team and individual contributions to manage day-to-day, monthly, quarterly, and year-end operations of Accounts Receivable (A/R). The specialist will provide support and backup for Accounts Payable tasks as needed, aid in cash management reporting, assist in monthly close activities as directed by the CFO, and perform general accounts analysis and reconciliations for A/R. Additional responsibilities include preparing financial reports, documentation for audits, and responding to internal and external customer inquiries. The specialist will also coordinate project-specific systems related to A/R work, compile statistical and financial accounting reports, and perform general administrative tasks within the department. The role requires processing customer invoices, reconciling accounts, monitoring overdue payments, and maintaining accurate customer records.

Requirements

• 5-7 years work experience in an A/R Specialist capacity
• Bachelor’s degree preferred
• ERP Accounting system experience required
• Strong MS Office skills, particularly intermediate in MS Excel
• Excellent written and oral communication skills
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Strong organizational skills
• Ability to work under pressure and meet deadlines in a fast-paced environment
• Ability to maintain integrity and confidentiality

Nice To Haves

• Construction or solar industry experience
• Stable work history
• Acumatica experience

Responsibilities

• Manage day-to-day, monthly, quarterly, and year-end operations of Accounts Receivable (A/R)
• Provide support and backup to Accounts Payable tasks as needed
• Aid in cash management reporting
• Assist in monthly close activities as directed by the CFO
• Perform general accounts analysis and reconciliations for A/R
• Assist in the preparation of financial reports
• Prepare reports and documentation in support of internal and external audits
• Support internal and external customer inquiries
• Coordinate project-specific systems connected with A/R work
• Compile statistical and financial accounting reports and tables
• Perform filing and general administrative tasks within the department
• Assist in the formulation, analysis, and execution of new accounting procedures and processes
• Create, organize, and maintain all customer files
• Process customer invoices and milestone payments
• Process and post all received payments from customers
• Reconcile customer accounts to ensure correct payment application
• Provide preliminary customer lien waivers (PLNs)
• Coordinate obtaining and documenting Certificates of Insurance (COIs)
• Monitor customer accounts for overdue payments
• Contact customers to follow up on past-due payments
• Maintain accurate and up-to-date customer and accounts receivable records
• Prepare and submit regular reports, such as AR aging reports, to management
• Document all collection activities and client communications thoroughly
• Respond to customer inquiries regarding billing, payments, and account issues
• Investigate and resolve discrepancies, billing errors, and payment disputes
• Foster positive relationships with customers while managing collections
• Communicate with internal teams regarding past due accounts and account holds

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree