What are the responsibilities and job description for the Accounts Receivable Specialist position at Calvert's Plant Interiors?
Company Description Calvert’s Plant Interiors has been enhancing workplaces and homes across the Oklahoma City metro for over 50 years through expertly designed and professionally maintained interior and exterior plant installations. The company specializes in custom interiorscapes for corporate offices, healthcare facilities, hospitality venues, retail spaces, commercial properties, and residential environments. Services include interior plant design, leasing, maintenance, patio and outdoor container gardens, custom holiday décor, short-term plant rentals, and live or silk plant arrangements. With a focus on horticultural expertise and refined aesthetics, Calvert’s Plant Interiors creates vibrant, welcoming spaces of all sizes. The company also operates a 10,000 sq. ft. showroom and greenhouses open to the public, offering a curated selection of plants and design inspiration.
Job summary:
The Accounts Receivable Specialist is responsible for ensuring the company goods & services are billed to appropriate clients on a timely basis.
This position also receives payments for goods and services, properly posting these payments to the appropriate client account, in an efficient, timely and accurate manner.
Summary of essential job functions:
Prepare, verify and process daily and monthly invoices for goods and services rendered through the company’s accounting software. Invoices will be mailed, emailed or utilizing client portals.
Enter and post customer payments, received by billings, recording cash, checks and credit card transactions.
Maintains and updates client credit cards in a secure system.
Run monthly Accounts Receivable Report to review status of client payment activity and past due issues, working in conjunction with the Accounts Receivable Clerk.
Facilitate payment of invoices due by sending invoice copies and/or statements and contacting clients by mail, phone, email or fax.
Prepare a Past Due Report to notify and update the Accounting Manager of steps taken to resolve any past due accounts, working in conjunction with the Accounts Receivable Clerk.
Answer phone calls regarding client billing questions, assisting clients with credit card updates or issues. Forward other calls to appropriate departments.
Runs and sends open invoice reports to the sales staff twice a month.
Administrative Functions:
Maintains regular contact with other departments to obtain and convey
Accounts Receivable information and/or to correct transactions.
Assists & supports co-workers in other areas as needed.
Attend and participate in meetings as required.
Complete special projects and miscellaneous assignments as required.
Education and Work Experience Requirements:
High School graduate
General math skills.
Knowledge to effectively use an automated accounting system,
Must be PC proficient (e.g. Microsoft Word, Excel & Outlook), and various office
equipment.
Abilities and Skills required:
Ability to work independently, with little supervision.
Ability to analyze Accounts Receivable Ledger and to prepare accurate reports in a
timely fashion.
Strong attention to detail and organizational skills.
Protects Company’s value by keeping information confidential.
Strong verbal and written communication skills with managers,
co-workers and clients in a team atmosphere.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this department. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.