What are the responsibilities and job description for the Sr Accounts Receivable Specialist position at Specialized Fabrication Equipment Group LLC?
Position: Sr Accounts Receivable Specialist
Reports to: AP/AR Manager
Location: Houston, Texas
JOB SUMMARY
The Accounts Receivable Specialist oversees the recording and collection of customer invoices, ensuring accurate and timely processing and payment. This role also assesses the credit worthiness of new and existing customers. The position directly supports the Finance and Sales teams through customer account management and provides analytical and reporting support for AR and Finance activities, including but not limited to account aging, collections efforts and status, AR department activity, and information required to support sales tax filings and audits.
ESSENTIAL FUNCTIONS
- Ensures receivables are correctly processed in a timely manner
- Ensures accurate and timely application of cash and payments received
- Performs and manages collection activity for assigned accounts
- Identifies, addresses and corrects discrepancies in accounts or billings
- Conducts credit checks and provides recommendations to management
- Serves as a liaison between clients and internal clerks to negotiate acceptable payment plans, with management support as needed
- Refers overdue accounts to collections when appropriate
- Reviews and revises credit hold status on assigned accounts as needed
- Provides accurate reports and analysis on financial data and metrics, including intercompany activity, AR aging and related account reconciliations
- Oversees and manages third-party commissions and rebates process
- Assists management with data analysis and reporting
- Supports audit requirements as needed
- Provides guidance to the AR team regarding policies, procedures, and best practices
- Posts and distributes invoices to customers
- Ability to be onsite as needed in support of both the Finance department and overall business needs
- Performs other duties as assigned
REQUIRED SKILLS/ABILITIES
- Excellent interpersonal and customer service skills
- Excellent organizational skills and attention to detail
- Excellent time management skills with a proven ability to meet deadlines
- Strong analytical and problem-solving skills
- Proven ability to collaborate effectively with cross-functional and external teams
- Demonstrated resourcefulness and initiative in completing assigned tasks and responsibilities
- Thorough understanding of accounts receivable and billing policies and procedures
- Proficient with Microsoft Office Suite or related software, with strong emphasis on Excel
EDUCATION / EXPERIENCE
- Associate degree with an accounting concentration; or minimum 5-7 years of related experience; or equivalent combination of education and experience
- Experience with modern accounting tools and processes, including ERP systems, invoice and billing platforms, and Excel
- Proven ability to collaborate with internal and external departments in support of the AR processes and business needs
- Ability to work effectively in a fast-paced environment, manage interruptions, and prioritize workload
- Ability to be onsite in support of the Finance team and business needs
- Proficiency in Microsoft Office products with an emphasis on Excel
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to talk and hear. The employee is also regularly required to stand, walk, crouch, bend, use hands to finger, handle, or feel and reach with hands and arms.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts, fumes or airborne particles, toxic or caustic chemicals, outside weather conditions, risk of electrical shock, and vibration. Office and travel have moderate noise levels. Machine/Product demonstrations and customer visits can have loud noise levels.
EQUAL EMPLOYMENT OPPORTUNITY
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor, a drug-free workplace, and require proof of legal authorization to work in the United States.
Salary : $50,000 - $65,000