General Purpose of the Position:

The primary purpose of this position is to be responsible for the review of billing information from Salesforce and other sources, generation of monthly billing, account reconciliations, and performing research as required to respond to customer inquiries, while in compliance with revenue and receivable audit controls in a fast-paced, team-oriented environment.

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Essential Duties and Responsibilities:

• Processing and reconciliation of billing lines using JD Edwards, Salesforce and other internal systems
• Responding to customer inquiries and follow-up including but not limited to emails and phone calls that may require research in various internal systems
• Preparing invoices on demand as per internal or external customer requirements
• Calculating late fees and interest as needed
• Generating customer statements and delinquency notices as needed
• Uploading customer invoices to customer portals
• Calculating and issuing customer refunds
• Posting and reconciliation of payment items via check, wire, and/or ACH
• Must be detail oriented and able to perform with a high level of professional skepticism

Other Duties:

• Other duties as assigned

Required Job Skills:

• 5+ years Accounts Receivable or related field experience
• Experience with heavy billing including written and verbal internal/external customer contact
• Functional knowledge or experience with journal entries and GL reconciliation
• Ability to follow both written and verbal instruction
• Proficient Excel knowledge (Experience with formulas, VLOOKUP’s and Pivot tables is preferred)
• Functional knowledge and experience with basic Microsoft office programs including Teams and Outlook
• Must be able to work flexible hours during peak billing cycles
• Must possess good verbal and written communication skills

Computer Equipment and Software:

• Microsoft Office programs
• JD Edwards
• SalesForce

Education and Experience:

Education:                   

• Accounting degree preferred

Experience:                 

• 5+ years in Accounts Receivable or related field

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, stand, walk, bend, use hands, operate a computer, and have specific vision abilities to include close and distance vision, and ability to adjust focus working with computer and business equipment.

The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.

If your position requires you to work in the field and/or warehouse, it is mandatory that you wear approved Personal Protective Equipment.