Accounts Payable/Receivable & Billing Coordinator

Job Title: Accounts Payable / Receivable & Billing Coordinator

Location: Wauwatosa, WI

Reports To: Financial Controller

The Accounts Payable/Receivable & Billing Coordinator is responsible for day-to-day financial transactions including accounts payable, corporate credit card reconciliations, customer billing, & accounts receivable to resolve issues and seek payment of debts.

Key Responsibilities for Accounts Payable:

·      Analyzes and processes vendor invoices in a timely manner.

·      Code such items as invoices, vouchers, expense reports, and check requests with correct codes conforming to standard procedures to ensure proper entry into the financial system.

·      Handles all vendor correspondence via phone or email.

·      Investigates and resolves problems associated with processing invoices.

·      Prepares weekly check run and mail checks to ensure timely payment of bills, including setting up wire transfers, and ACH transactions.

·      Maintain vendor Masterfile data.

Key Responsibilities for Accounts Receivable:

·      Monitor aging reports and conduct professional follow-ups with commercial clients to ensure timely payment.

·      Post daily checks, ACH transfers, and credit card payments to the correct customer accounts.

·      Communicate with customers on any payment discrepancies

·      Maintain customer Masterfile data

Responsibilities for Billing:

·      Work collaboratively with commercial moving salespeople and warehousing operations to compile billing for their respective customers. 

·      Communicate with operations to ensure all appropriate work order expenses have been entered into customer projects before billing

X Factor Responsibilities:

·      Be involved with business unit analysis to provide financial insights to help units grow and be more efficient. 

·      Work cross functionally with departments to assist with high impact/priority projects.

·      We are looking someone that is a dynamic people person as this role works a lot with internal employees, vendors, and customers.

·      Work hand in hand with the Senior Accountant, Financial Controller, and VP to improve monthly close process/timeline, define SOP’s, identify and execute on efficiencies within the department that can help Accounting be lean and mean in order to have more time to add value to the business and its’ stakeholders.

Required Qualifications:

·      Education: Associate’s degree or higher in Business, or 3 years of relevant experience.

·      Technical Skills:

• Experience using financial/accounting software packages (Bonus if you have Acumatica experience). 
• Proficiency in Office 365.
• Exceptional written and verbal communication skills, including effective interpersonal and collaboration skills
• Attention to detail, accuracy, and organization
• Patience and ability to manage changing priorities

Company Structure and Benefits

• CH Coakley offers health, vision, and dental insurance, as well at 401K including a match component.  
• We are a flexible work environment, however we are required to be in office 5 days a week.