Description

Position Overview

 The Accounting Specialist provides administrative support to the Accounts Receivable department. Responsibilities include onboarding new customers, maintaining contact with staff, branch stores, account managers, and customers, and observing the confidentiality of customer and company matters. This position also supports customer collections and retention by reconciling, processing customer payments, and performing special projects.

Essential Functions

· Onboard new customers by reviewing new customer information documentation, inputting it into the system, and sending customer welcome information.

· Set up new eCommerce customers by creating log-in information and providing required documentation to customers.

· Determine customer credit limits by pulling customer credit information, reviewing references, and working with regional managers.

· Update customer accounts from Customer information Sheets where applicable. 

· Send out collection notices via certified mail as necessary.

· Support lead and management with special projects as time or capabilities allow. 

· Send out collection worklist letters as notices to customers for open invoices. 

· Upload, post, and reconcile customer payments to accounts; send out notifications to customers who do not provide proper remittance information.

· Communicate with Bank to resolve any returned check issues.

· Review and reconcile old invoices and payments; Create and process credits and adjustments.

· Track charge and cash reports daily and resolve discrepancies with branch managers before import to document storage.

· Protect the organization's value by keeping information confidential

· Update job knowledge by participating in educational opportunities

Requirements

Qualifications

· 2 years of working knowledge of Accounting policies and practices.

· Previous knowledge in industrial gas services and data entry is not necessary but desired.

· Ability to effectively organize, prioritize, multi-task, and manage time.

· Microsoft Outlook, Excel, and Word experience

Supervisory Responsibility

· 2 years of working knowledge of Accounting policies and practices.

· Previous knowledge in industrial gas services and data entry is not necessary but desired.

· Ability to effectively organize, prioritize, multi-task, and manage time.

· Microsoft Outlook, Excel, and Word experience

Supervisory Responsibility

This position has no supervisory responsibilities.

Physical Demands

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. While performing the job duties, the employee is regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer and telephone, keyboard reach, stoop and kneel. Light to moderate lifting is required. This job's specific vision abilities include close vision requirements due to computer work.

Travel

No travel is required.

Position Type and Expected Hours of Work

This is a full-time onsite position. Days and hours of work are Monday through Friday and range from 7:00 a.m. to 5:00 p.m.