Finance Specialist

Curtis Lumber Co Inc.•Ballston Spa, NY

1d•Onsite

About The Position

Founded in 1890, Curtis Lumber is a family owned and operated building materials retailer, one of 100 largest and fastest-growing in the nation. The company offers competitive pay, excellent benefits, and ideal business hours for a healthy work-life balance, recognizing employees' hard work and dedication. The Corporate Office is seeking an experienced, hard-working professional to join their team of Finance Specialists. This role involves performing accounting and administrative tasks to ensure the efficient processing of financial transactions.

Requirements

Experienced hard working professional

Nice To Haves

Associates degree in Accounting or Finance

Responsibilities

Application of customer payments accurately and timely
Perform tax corrections
Perform approved adjustments to receivables
Reconcile unapplied credits, review, and approved adjustments to receivables
Perform daily customer payment deposits
Support branch Admin’s dunning efforts
Maintain the corporate Accounts Receivable/Collection policy
Maintain customer files (Accounts Receivable)
Handle customer account inquiries (Accounts Receivable)
Provide on-going assistance to sales staff (Accounts Receivable)
Execute monthly statement billing - may require weekends
Apply credit and debit memos to customer accounts
Work to resolve customer disputes, chargebacks and short payments
Maintain the corporate credit policy
Recommend changes in the credit policy to AR/Credit Supervisor
Maintain customer files, paper and electronic (credit website)
Perform periodic credit reviews of existing customers
Process credit applications and give recommendations for credit limit and terms, involving AR/Credit Supervisor for approval
Collection of past due accounts
Handle customer account inquiries and make credit decisions appropriate for this position
Provide on-going assistance to sales staff (Credit Support)
Authorize account overrides
Review daily/monthly credit reports, i.e. override, 60-day, etc.
Coordinate with AR/Credit Supervisor on legal matters and communicate with attorneys to handle credit issues
Work with AR/Credit Supervisor to maintain bad debt/check tracking spreadsheets
Review and verify vendor invoices and check requests
Ensure that accounts payable are paid in a timely manner
Ensure all reasonable discounts are taken on accounts payable
Sort, code, and match invoices
Set vendors up for payment
Enter invoices into system
Prepare and process electronic transfers and payments
Prepare and perform check runs, when applicable
Reconcile accounts payable transactions to ensure vendor accounts are current
Monitor vendor accounts to ensure payments are up to date
Research and resolve invoice discrepancies and issues
Comply with local, state, and federal government reporting requirements for sales tax filings
Perform monthly vendor account analysis, adjustments, and reconciliations