Prioritized Must Have Skills for the A/R Specialist:
#1. 3+ years of Accounts Receivable and billing experience in a manufacturing, distribution, or related environment
#2. Experience with invoicing, cash applications, collections, credit memos, and account adjustments
#3. Strong ERP system experience; Epicor experience highly preferred
#4. Proficiency with Microsoft Excel, reporting, and customer statement generation
#5. High school diploma required; Associate's degree in Accounting, Finance, or Business preferred
Responsibilities of the A/R Specialist:
- Research and respond to customer and sales department inquiries regarding invoices, statements, payments, and account activity
- Process daily cash receipts including wires, checks, and customer portal payment information
- Verify payment details and apply cash receipts accurately within the ERP system
- Generate and process daily invoices based on shipping documentation and packing slips
- Review invoices against purchase orders for pricing, quantities, and accuracy
- Issue customer credits and credit memos related to returns and RMAs
- Prepare and distribute customer statements as requested
- Assist with customer credit application processing and approvals
- Perform account adjustments and reconcile discrepancies as needed
- Run weekly aged receivables reports and follow up on past due accounts via email and phone
- Prepare monthly commission reports and coordinate approvals for processing
- Maintain organized filing and documentation for AR transactions and financial records
- Collaborate cross-functionally with accounting, sales, shipping, and returns departments to ensure accurate financial processing
Requirements of the A/R Specialist:
- High school diploma required; Associate's degree in Accounting, Finance, or Business preferred
- 3+ years of Accounts Receivable and billing experience in a manufacturing, distribution, or related environment
- Experience with invoicing, cash applications, collections, credit memos, and account adjustments
- Strong ERP system experience; Epicor experience highly preferred
- Proficiency with Microsoft Excel, reporting, and customer statement generation
Other Key Requirements:
Benefits of the A/R Specialist:
- Medical Insurance
- Dental Insurance
- Retirement