Description

Position Summary:

The Accounts Receivable Invoice Specialist I is responsible for completing basic invoices and credit memos by compiling data, computing fees/charges/costs, and calculating rates. This individual will accurately post data, assist with monthly reporting, and keep other relevant records. This individual will also need to operate effectively and efficiently, while working with all teams within Heartland.

Roles and Responsibilities/ Essential Functions:

• Accurately create basic Accounts Receivable invoices and credit memos.
• Contact Solutions Consultants, Inside Sales Reps, and customers to obtain or relay account information.
• Review sales order for customer financial accuracy before orders can be placed.
• Keep records of invoices/credit memos and support documents.
• Verify accuracy of billing data and report errors.
• Review documents such as purchase orders, sales orders, expense reports and/or statements of work to compute fees and charges due.
• Generate weekly, monthly or on request reports for sales and clients.
• Assist Treasury Team with compiling accurate ACH information.
• Work closely with collections team by contacting customers and providing proper information to obtain customer payment.
• Gather information/documentation for audits.
• Complete tasks within the specified timeframe accurately and professionally while working independently and/or as a team.
• Perform other duties, as assigned.

Requirements

Competencies

• Accountability – Ability to accept responsibility and account for his/her actions.
• Accuracy – Ability to perform work accurately and thoroughly.
• Detail Oriented – Ability to pay attention to the minute details of a project or task.
• Organized – Possessing the trait of being organized or following a systematic method of performing a task.
• Reliability – The trait of being dependable and trustworthy.
• Responsible – Ability to be held accountable or answerable for one’s conduct.
• Analytical Skills – Ability to use thinking and reasoning to solve a problem.
• Communication, written – Ability to communicate in writing clearly and concisely.

Required Experience:

• 6 months of related experience 

Preferred Experience:

• 1 – 3 years of related experience 

Required Skills, Education and/ or Certifications:

• High School Diploma
• Basic Computer Skills 

Preferred Skills, Education and/ or Certifications:

• Associate Degree in Accounting

Equal Opportunity Employer – Including Disabled and Veterans

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