Associate, Accounts Receivable

NEW ERA CAP LLC•Westwood, MA
•$55,000 - $65,000

About The Position

The Accounts Receivable Associate oversees monthly payment collections, follows up with clients whose accounts are outstanding, and supports effective, efficient, and accurate financial and administrative operations. The role includes managing aging reports, new customer accounts and credit applications, account-specific customer requests and invoice processes, and cash application.

Requirements

  • Bachelor’s degree or equivalent; business preferred.
  • 1–2 years of experience in customer service.
  • Effective verbal and written communication skills.
  • Ability to work professionally and efficiently within the department.
  • Excellent interpersonal skills, including phone etiquette.
  • Proficiency in Microsoft Excel.
  • Attention to detail and a high level of accuracy.
  • Very effective organizational skills.
  • Accounting and math skills.
  • Team-building skills.

Nice To Haves

  • Business education or background is preferred.

Responsibilities

  • Oversee monthly aging reports.
  • Collect past-due payments, prioritizing accounts 45 days or more overdue, followed by accounts 60 days overdue.
  • Call customers whose orders are on hold.
  • Set up and oversee new customer accounts.
  • Review and process credit applications for new and potential customers.
  • Dispute or confirm return-related shortages and price discrepancies with the appropriate sales representative.
  • Provide customers with proof of delivery documents and invoice copies upon request.
  • Organize and file folders and daily invoices after use.
  • Obtain pre-authorizations for all credit card orders.
  • Break down EDI customer invoices.
  • Record checks in an Excel spreadsheet.
  • Apply checks in the accounts receivable system.
  • Reconcile physical check totals with the spreadsheet and accounts receivable system.
  • Perform other duties and responsibilities as directed.
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