SUMMARY: The Senior Accounts Receivable Specialist is responsible for managing and optimizing the accounts receivable process, ensuring timely collections, accurate reporting, and strong customer relationships. This role requires a high level of attention to detail, problem-solving ability, and the capacity to multitask effectively in a fast-paced environment. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: other duties may be assigned. - Accounts Receivable Operations
- Support daily accounts receivable operations, including invoicing, payment application, collections, and reconciliations.
- Apply and post miscellaneous payments, including ACH and wire transactions.
- Prepare and distribute monthly statements and reports.
- Collections and Account Resolution
- Collaborate with AVP, Revenue and Receivables Processing, to address overdue balances and support collection efforts.
- Investigate and resolve payment discrepancies, aged receivables, and billing-related issues.
- Encourage customers to use the payment portal to improve payment efficiency and account visibility.
- Cross-Functional Support and Compliance
- Partner with internal teams to ensure billing accuracy and timely issue resolution.
- Support month-end close activities, financial audits, and related reporting needs.
- Maintain compliance with internal controls, financial policies, the organization’s Code of Ethics and Conduct, and all company policies.
- Team Support and Process Improvement
- Effectively multitask while managing multiple systems, priorities, deadlines, and shifting workloads, remaining flexible and able to pivot as business needs change.
- Provide backup support and cross-training for team members as needed.
- Partner with the AVP on ongoing process improvement initiatives.
QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. - Advanced understanding of accounts receivable processes, including billing, cash application, collections, account reconciliation, and aging analysis.
- Ability to independently research, identify, and resolve complex billing, payment, and account reconciliation issues.
- Strong analytical skills with the ability to interpret account activity, identify trends, and recommend corrective action.
- Experience supporting month-end close activities, audits, and financial reporting requirements.
- Ability to exercise sound judgment, maintain confidentiality, and handle sensitive financial information appropriately.
- Demonstrated ability to work collaboratively with internal departments and external customers to resolve account issues in a timely and professional manner.
- Strong verbal and written communication skills, with the ability to communicate clearly and professionally with internal teams, external customers, and business partners.
- Experience identifying process gaps and recommending improvements to increase accuracy, efficiency, and consistency.
- Ability to provide guidance, support, or informal training to team members on accounts receivable processes and best practices.
- Strong attention to detail with the ability to maintain accuracy while managing high transaction volumes.
- Ability to adapt to changing priorities, business needs, and system/process changes with professionalism and flexibility.
EDUCATION AND/OR EXPERIENCE: - 5 plus years of experience in accounts receivable or related finance roles.
- Experience with process improvement initiatives or automation tools in accounts receivable operations.
EEO Statement CATIC Financial, Inc. and its subsidiaries are committed to providing equal employment opportunities to all employees and applicants for employment and to maintaining a work environment that is free from discrimination without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. 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.
|