Accounts Receivable Coordinator

Summary:

The Accounts Receivable Coordinator is responsible for the accurate and timely processing of customer payments, statements, and promptly resolving and responding to customer inquiries regarding their account. This position requires a strong understanding of accounts receivable's transactions, processes, and accounting impact. This role is a Subject Matter Expert (SME) and assists the Controller with identifying AR related system needs, process improvements, testing, training, and documentation.

Key Responsibilities:

• Responsible for Accounts Receivable processing and Billing for Cal Ag Safety.
• Responsible for ensuring AR transactions across different departments and branches are processed in accordance with the company's policies and procedures.
• Review, identify, and suggest customer credit needs based on purchasing and payment trends.
• As a SME for the AR department, identify process improvement opportunities, suggest, plan, lead, document, test, train, and implement.
• Responsible for all aspects of Accounts Receivable such as collections, reconciliations, deposits, payment applications, and reporting.
• Work with customers, sales team, and managers to research and resolve AR discrepancies and/or collections issues.
• Setup new customer accounts and maintain existing ones.
• Work with customers and third-party financing program(s) to track contracts, initiate disbursements of funds, reconcile, apply, and report based on customer's financing program(s).
• Prepare and review customer receivables aging monthly and initiate collections on past-due accounts.
• Promptly handle high volume of incoming customer calls and emails.
• Responsible for scanning, filing, and archiving all Accounts Receivable related paperwork such as customer receipts, credit applications, check remittances, and other AR related documents.
• Open, sort, and distribute mail correspondence.
• Print, sort, and mail monthly customer invoices and statements.
• Other duties as assigned.

Other:

• Comply with federal, state, and company policies, procedures, and regulations.
• Ability to exercise sound judgment and make decisions consistent with job functions and strategies.
• Establish and maintain positive and professional working relationships.
• High level of organizational, planning, and prioritizing skills.
• High level of accuracy and attention to detail is required.
• Knowledge of accounting principles, practices, and regulations.
• Ability to multi-task and meet deadlines.
• Ability to quickly learn and adapt to new procedures, policies, and systems.
• Verify accuracy of financial and/or transactional data.
• Overtime may be required during the busy season or during month-end close.

Requirements:

• Education
  • High school education or equivalent.
  • Bachelor's or Associate's degree in Accounting or Business Administration preferred.

• Work Experience
  
  • 4 years of experience in an office and/or administrative setting.
  • 3 years of Accounts Receivable or Billing experience.
  • 2 years Customer Service experience.

• Computer Skills
  
  • Intermediate to advanced Microsoft Excel skills.
  • Proficient with Microsoft Office Outlook and Word.
  • Proficient with Microsoft Windows.
  • Proficient with ERP systems – Accounts Receivable modules preferred.
  • Demonstrated ability to leverage ERP systems to optimize accounts receivable processes and workflows.