AR Specialist

• Perform day to day processing of financial transactions to ensure that the Company’s finances are maintained in an effective, up to date and accurate manner
  
• Research in Great Plains and/or customer portals to understand details behind billing transactions
  
• Create AR aging and metrics reports
  
• Work with billers, account managers, and operations team to fix invoice issues
  
• Checking missing and unresolved payment issues
  
• Stratify collection activities to maximize cash receipts
  
• Investigate payments which are unidentified, lost, or not accepted at the point of payment
  
• Respond to trends on cash which are unapplied
  
• Contact customers regarding overdue accounts and determine reasons for non -payment
  
• Collaborate with AR Manager to maintain collection goals and general A/R performance levels
  
• Post and reconcile customer payments to general ledgers
  
• Maintain accurate records about the customer payment status
  
• Maintain documentation for compliance reporting and audits
  

• Performs other related duties, as assigned, for the purpose of ensuring the efficient and effective functioning of the work unit
  

Requirements

• Associate Degree or equivalent combination of education and experience required
  
• 3 -5 years experience as an AR analyst recommended
  
• Knowledge of HVAC/R industry preferred, but not required
  
• Great Plains knowledge a plus
  
• Knowledge of basic accounting procedures
  
• Proven ability to manage multiple projects at a time while paying strict attention to detail
  
• Strong customer service background
  
• Proficiency with commonly used accounting ERP Systems
  
• Advanced experience in Excel
  
• Adaptability and strong problem -solving skills
  
• Ability to build rapport and collaborate with others within the company and externally
  
• Self -motivated and able to thrive in a results -driven environment
  

Benefits

• ​Great Place to Work -Certified Company
  
• Premium HMO
  
• Holistic employee experience
  
• Rewards and incentives
  
• Monthly engagement activities
  
• Career advancement opportunities
  
• Paid referral program