About this role
Essential Duties and Responsibilities:
Accounts Receivable Team Leader
Supervise, train, mentor, and evaluate Accounts Receivable staff.
- Assign and monitor workloads to ensure timely completion of tasks.
- Establish performance goals and provide regular coaching and feedback.
- Foster a collaborative and customer-focused team environment.
Identify opportunities to improve AR processes, controls, and efficiencies.
- Ensure compliance with company policies, accounting standards, and internal controls.
Credit & Collections
- Makes collection calls based on the Companys collection policy.
- Creates weekly reporting on collection activity.
- Investigates past due invoices and unauthorized discounts and deductions.
- Communicates collection activities with management and sales.
- Distributes weekly AR aging to each sales executive respectively.
- Set up new customer accounts.
- Administers new customer credit references and disclosures.
- Procure customer tax exemption certificates and Federal Tax ID information.
Billing
- Process, type and mail customer invoices and credit memos.
- Perform and send commission calculation.
- Generate monthly commission reconciliation for each salesperson.
- Prepare and send daily jobs booked reports.
- Assist with month end close.
- Prepare special reports by collecting, analyzing, and summarizing financial information and trends.
Other
Required to perform other duties as requested, directed, and assigned.
Qualifications
Education and Experience:
- Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred.
- Equivalent combination of education and experience may be considered.
- Three to five years related accounts receivable invoicing /collections/accounting experience.
Job Knowledge, Skills and Abilities:
- High degree of proficiency with MS Office products including Word, Excel, Access, Power Point and Outlook.
- Experience with ERP systems and accounting software.
- Strong knowledge of accounts receivable processes, collections, and cash applications.
- Excellent verbal and written skills.
- Detail orientated.
- Strong problem analysis and problem resolution skills.
- Excellent interpersonal and communication skills.
- Ability to plan and manage multiple projects in a fast paced environment.
Physical Demands:
- Regularly required to stand, sit, and walk around the facility.
- Frequently required to work on a computer.
- Occasionally required to use force to lift, push and pull up to 20 pounds.
Work Environment:
Work performed in an office environment where a noise level is moderate.