Accounts Receivable Specialist

CSM Companies Inc
  • Madison, WI
    1 day ago

    Job Description

    Summary:

    The Accounts Receivable Specialist is responsible for full cycle Accounts Receivable including reconciling payments from customers in a timely manner.

    Responsibilities:

    • Build and maintain positive relationships with customer Accounts Payable representatives
    • Coordinate and monitor daily order processing and deposits
    • Accurate and timely collections of all Accounts Receivable accounts
    • Prepare monthly Accounts Receivable aging reports
    • Review customer payment history and report any negative trends

    Duties:

    • Assess new customer credit application requests to form recommendations
    • Communication with customers via phone, email, mail, etc.
    • Research and respond to all accounts receivable inquiries in a prompt manner
    • Review and approve daily credit card orders
    • Post customer payments by recording cash, checks, and credit card transactions
    • Assist in the review and enhance billing, collection, and cash posting processes for efficiency and best practices
    • Other finance and accounting tasks, reconciliations, special projects and responsibilities as assigned

    Education, Skills, Experience:

    • Associate's degree in Finance, Accounting or related discipline required; Bachelor's degree preferred
    • 3 - 5 years of experience in billing, accounts receivable or credit collections would be a plus
    • Must have a solid understanding of basic accounting principles
    • Must have strong communication skills
    • Ability to handle multiple priorities and work efficiently
    • Ability to work independently and express sound business judgment
    • Must have strong Excel spreadsheet abilities as well as Microsoft Office Suite proficiency
    • Must have attention to fine detail and be highly accurate

    Work Environment, Physical Demands:

    • Prolonged periods of sitting at a desk and working on a computer.
    • Must be able to lift 15 pounds at times.

    CSM Job Standards Accountabilities:

    Customer Focus: Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.

    Communication: Visual and Verbal: Listening, speaking, and signaling so others can understand. Communicate in spoken English well enough to be understood by others.

    Teamwork: Working cooperatively in a professional demeanor to complete work assignments.

    Health, Safety, and Security: Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site. Follow appropriate security procedures.

    Scheduling and Coordinating: Making arrangements that fulfill all requirements as efficiently and economically as possible.

    Problem Solving/Decision-making: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.

    Adaptability and Lifelong Learning: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.

    Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

    Numbers & Facts

    LocationMadison, WI

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