AR Specialist - Backfill

Booth and Partners

2d•Hybrid

About The Position

The Accounts Receivable Specialist provides accounts receivable support through monitoring all aspects of the collection of outstanding debts owed to the company. The AR Specialist will check missing and unresolved payment issues, monitor overdue accounts, and prepare statements. This role will have both a day-to-day and ongoing impact on financial transactions, keeping billing accounts on track, on time, and on good terms with our valued customers. This position involves diplomatic interaction with customers to provide billing information and support in order to facilitate swift payment of invoices due to the organization.

Requirements

Associate Degree or equivalent combination of education and experience required.
3–5 years of experience as an AR Analyst recommended.
Knowledge of basic accounting procedures.
Proven ability to manage multiple projects at a time while paying strict attention to detail.
Strong customer service background.
Proficiency with commonly used accounting ERP systems.
Advanced experience in Excel.
Adaptability and strong problem-solving skills.
Ability to build rapport and collaborate with others within the company and externally.
Self-motivated and able to thrive in a results-driven environment.
Must be willing to work both in BGC, Taguig City and in Makati City.

Nice To Haves

Knowledge of the HVAC/R industry preferred, but not required.
Great Plains knowledge is a plus.

Responsibilities

Perform day-to-day processing of financial transactions to ensure that the Company’s finances are maintained in an effective, up-to-date, and accurate manner.
Research in Great Plains and/or customer portals to understand details behind billing transactions.
Create AR aging and metrics reports.
Work with billers, account managers, and the operations team to resolve invoice issues.
Check missing and unresolved payment issues.
Stratify collection activities to maximize cash receipts.
Investigate payments that are unidentified, lost, or not accepted at the point of payment.
Respond to trends on cash that are unapplied.
Contact customers regarding overdue accounts and determine reasons for non-payment.
Collaborate with the AR Manager to maintain collection goals and general A/R performance levels.
Post and reconcile customer payments to general ledgers.
Maintain accurate records of customer payment status.
Maintain documentation for compliance reporting and audits.
Perform other related duties, as assigned, for the purpose of ensuring the efficient and effective functioning of the work unit.