AR Specialist

SKIDMORE•West Chester Township, OH

6d•Onsite

About The Position

We are currently looking for a detail-oriented, hard-working individual to join our Finance team as an AR Specialist! Working within the scope of authority as established in the Skidmore Credit Policy, the AR Specialist executes the collection of invoices, applies payments to customers' accounts and maintains accounts receivable records. As an A/R Specialist they will work daily with our customers by releasing orders and sending statements as well.

Requirements

Completion of an associate degree in a related discipline.
2-5 years of professional experience in Accounting, with experience in accounts receivable and collections efforts preferred.
Calm, organized, patient, diplomatic, and confident demeanor in working with staff and customers
Advanced attention to detail and accuracy in all work
Intermediate ability to prioritize own wide-ranging work load and work independently
Intermediate ability to communicate both verbally and in writing to a wide range of audiences – primarily staff and customers
Intermediate knowledge of Microsoft Office applications: Word, Excel, PowerPoint, Outlook
Intermediate ability to work collaboratively with colleagues and customers

Responsibilities

Release of credit holds; informs sales reps when an order is held
Verify credit standing of customer from information in files; may withhold shipment until payment is received
Evaluate customer's credit history
Recommend changes to credit limits on customer accounts and handles special credit arrangements and deviations from standard terms of payment
Recommend that accounts be closed, credit limit reduced or extended, or collection attempted, based on payment history, and purchase activity of customer
Set up new customers in ERP system and updates customers' credit activities
Enter and update customer billing address changes and credit limits into computer credit files
Complete and reply to credit reference requests from outside suppliers
Assist in maintaining sales tax forms and other customer documents
Maintain, review, complete and close A/R notes
Apply cash from lockboxes, checks, ACH payments, wire transfers, and credit card payments to customer accounts
Investigate customer claims of invoice payment
Research and process chargebacks, deductions, returns, and bad checks
Interview customers by telephone to investigate complaints, verify accuracy of charges, or to correct errors in customer accounts; Involves other internal and external departments/personnel as needed
Answer accounts receivable phone inquiries and follow up
Follow up on outstanding invoices to assure customer payments
Obtain and mail invoice copies for customers, as requested
Call and/or mail correspondence to customers as necessary to update customer accounts
Ascertain status of collections and balances outstanding
Review delinquent accounts considered to be uncollectible to ensure maximum efforts have been taken before assigning bad debt status to account and/or collection agency
Research deductions resulting from goods damaged during shipment
Examine, apply, and resolve credit memo issues
Inform sales reps of customer pricing/freight discrepancies
Assist with related special projects, as required
Assist management in the formulation of credit policies and the development of credit ratings and credit ceilings
Help with other general accounting and administrative tasks as necessary
Provide secondary backup at reception desk