Job Responsibilities (including but not limited to): 

• Monitor and collect accounts receivable by contacting clients via telephone, email, and mail.

• Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared.

• Primary focus placed on AR Tier A3, B4, C5, with others as assigned by management. 

• Meet weekly/monthly KPI goals as outlined by management.

• Monitor the health of an assigned Accounts Receivable portfolio using, among other tools, analytical and ratio analysis and reporting via BillTrust platform.

• Support the company in optimizing our financial transactions and systems by performing reconciliation of payments and customer accounts; includes reconciliation of balances and the processes required to invoice and subsequently collect from the customer.

• Communicate discrepancies to management team, identify slow-paying customers, and recommend collection candidates.

• Strengthen and grow relationships with internal and external customers through a consistent cadence of proactive and effective communication; includes exercising judgment in problem identification and creating solutions in conjunction with inter-departmental end users.

• Assist in streamlining and improving the accounts receivable process by identifying areas of performance improvement.

• Support other accounting and finance team members as needed.

• All other projects and tasks as assigned by Supervisor/Manager.

• Exercise integrity and confidentiality in financial reporting, and comply with federal, state, and local financial requirements.

• Promote ProLift Toyota Material Handling’s philosophies, vision, strategies, and value of “Doing the Right Thing,” to ensure we are our customers, vendors, and associates “Indispensable Partner.”

• Support “Toyota Lean Management” philosophy

• Protects organizations values by keeping sensitive and proprietary information confidential

Education/Job Requirements:

• High school diploma or GED, required. Associates or Bachelors preferred, equivalent experience will substitute. 

• Prior experience with ERP systems, experience with Microsoft NAV is a plus.

• Understanding basic principles of finance, accounting, and bookkeeping

• Effective time management and attention to detail

• Adherence to high confidentiality standards

• Proficient with Excel Microsoft office products

• Strong data entry skills (speed and accuracy)

• Must be detail oriented and highly organized

• Effective communication skills are a MUST

• Ability to work closely with others in a team environment

Working Conditions and Abilities (including but not limited to):

• Walk up and down the stairs

• Perform simple motor skills such as standing, walking, bending, etc. constantly

• Remember multiple tasks/assignments during the day

• Specific technician skills related to using the phone and phone systems