Accounts Receivable Specialist

Kelley Create is a dynamic and innovative business technology company dedicated to helping our partners grow their businesses while supporting the wild success of our co-workers and ourselves. We pride ourselves on delivering exceptional customer service and are committed to driving growth and success in our industry.

We seek a talented and detail-oriented Accounts Receivable Specialist to join our team. This role is responsible for the timely and accurate posting of all cash receivables and customer payments. The Accounts Receivable Specialist will address collection issues with customers and resolve any payment discrepancies as necessary.

Job Duties and Responsibilities:

• Process daily receivables:
• Promptly and accurately process all incoming wires, ACH, checks, and cash according to current procedures.
• Review, obtain approval, and file daily transaction reports according to company retention schedule.
• Accurately audit petty cash each month.
• Payment discrepancy resolution
• Provide prompt follow-up with customers and lease companies on payment discrepancies.
• Ensure customer contact and notes are updated.
• Work with the appropriate department and Controller on irresolvable discrepancies.
• Manage accounts receivable aging:
• Make outgoing calls to customers to acquire payment status according to current procedure or as directed by management. Ensure customer contact and notes are updated.
• Promptly follow up with customers who do not make their commitment.
• Maintain current knowledge on all aged items; follow up as necessary with appropriate individuals.
• Make an average of 10 collection calls per day; send out collection notices according to company procedures and guidelines.
• Process credit card transactions according to company and accounting department procedures.
• Process credits and adjustments accurately and in accordance with company policy.

Requirements:

• 3+ years of experience in accounts receivable or related financial role.
• Bachelor's degree in accounting, Finance, or related field preferred but not required.
• Advanced proficiency in Microsoft Excel, including experience with functions such as VLOOKUP, PivotTables, and Formulas.
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong organizational and time-management skills.
• Familiarity and experience with accounting software and ERP systems, preferably e-automate but not required.
• Knowledge of industry best practices and regulations related to accounts receivable.

Competencies:

To perform the job successfully, an individual must demonstrate the following competencies to perform the essential functions of this position.

• Customer service-the individual manages difficult client situations, responds promptly, solicits feedback to improve service, responds to service requests, and meets commitments.
• Communication - Good listening; successfully working with difficult customers with diplomacy and tact.
• Problem-solving-the individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
• Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently.
• Quality control-the individual demonstrates accuracy and thoroughness, monitors their own work to ensure quality, and applies feedback to improve performance.
• Quantity-meets productivity standards and completes work in a timely manner.
• Adaptability-the individual adapts to changes in the work environment, manages competing demands, and can deal with frequent change, delays, or unexpected events.
• Dependability-the individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the required knowledge, skills, and/or abilities.

Language Skills:

Read and comprehend simple instructions, short correspondence, and emails; write simple correspondence; effectively present information to customers and other employees in one-on-one and small group situations.

Math Skills:

Add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals.

Reasoning Ability:

Apply common sense and understanding to carry out instructions furnished in written, oral, or diagram form to deal with problems involving several concrete variables in standardized situations. Identify problems, gather information, and offer solutions.

Computer Skills

Proficiency with Microsoft Word, Excel, and Outlook is required. Proficiency with email is required.

Physical Demands and Work Environment:

The physical demands and work environment described below represent the positions' activities and surroundings. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The work is typically performed in an office environment with a moderate noise level.

While performing the duties of this job, the employee is regularly required to sit and type for long periods of time. Vision is required as the incumbent is required to read and respond to documents in hard copy and electronic form.

Competitive Benefits Package Include:

• Medical Insurance
• Dental/Vision Insurance
• Life Insurance
• Flexible Spending
• Supplemental insurance
• 401K with company match
• Profit Sharing upon goal attainment
• Paid Vacation
• Paid Holidays
• Ongoing training opportunities

Equal Opportunity Employer:

Kelley Create is an equal opportunity employer and is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status. In addition to federal law requirements, Kelley Create complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.