A/R Specialist

Insight Investments, Llc

  • Irvine, CA
  • 30+ days ago
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    Skills

    • Accountingunmatched
    • Accounting Closeunmatched
    • Accounts Receivableunmatched
    • Analysis Skillsunmatched
    • Aribaunmatched
    • Billingunmatched
    • Communication Skillsunmatched
    • Contract Creationunmatched
    • Contract Reviewunmatched
    • Credit and Collectionsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Financeunmatched
    • Internet Portalunmatched
    • Interpersonal Skillsunmatched
    • Microsoft Excelunmatched
    • Microsoft Outlookunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Rentalsunmatched
    • SAP Portalsunmatched
    • Set Goalsunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Track Customer Issuesunmatched
    • Trend Analysisunmatched
    • Writing Skillsunmatched

    Description

    Responsibilities

    • Prepare, analyze and review lease contracts for the purpose of billing through Leasewave , our leasing software.
    • Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable
    • Work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
    • Process monthly billing by submitting system-generated rental invoices via email & through various vendor portals
    • Manage designated portfolio to ensure all customers are in good standing. Draft correspondence for collections when customers become past due. Internally escalate non-responsive customers or delinquent balances.
    • Review weekly published coverage listings to confirm recent coverage has been completed on the account(s).
    • Participate in month-end close process ensuring billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are completed and posted to the appropriate accounting period
    • Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes
    • Explain and/or resolve routine to complex billing or collection related issues & questions
    • Explain basic lease terminology
    • Handle in/out bound communications via phone and/or email in a timely & professional manner
    • Establish goals both individually and within a team-based environment

    Qualifications / Education

    • Moderate proficiency with MS Outlook, MS Excel
    • Experience with online portals (ie SAP ARIBA)
    • Accounts Receivable background
    • Leasing or other Finance industry experience a plus
    • Must have strong understanding of basic Accounting principles
    • B.S. in Accounting/Finance preferred
    • Minimum of 4-5 years of collection/customer service experience.

    Skills

    • Strong attention to detail
    • Must have problem solving and decision-making abilities, including the ability to identify trends and relationships within accounting and/or lease data
    • Must be highly motivated individual with high level of initiative and an attitude of willingness
    • Must be team player willing to assist others at all levels of the organization
    • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
    • Strong organizational and time management skills.Ability to multi-task and work autonomously or with a team
    • Ability to communicate effectively on a one-on-one basis or in group setting

    Insight Capital Solutions is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.

    Division

    Insight Capital Solutions

    Numbers & Facts

    LocationIrvine, CA

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