Accounts Receivable & Collection Specialist

The group operates in the Overseas sector and coordinates the transport of goods by sea, air, and land on behalf of its customers.

The company differentiates itself through its hybrid positioning, offering the proximity of committed local teams combined with the expertise of a global network and the power of its technological development: People & Technology at the heart of our strategy.

Constantly growing, through our various offices in Europe, Asia, America, and Africa, we are constantly looking for the architects of tomorrow who will chart new roads to the future, in harmony with our environmental commitment and our strong corporate culture.

Joining Clasquin :

• Join a stimulating and caring environment , in which you will be able to flourish and develop your skills by taking on challenges on a daily basis.
• Evolve autonomously within a team and focused on excellence.
• Adhere to our values: enthusiasm, professionalism, and integrity

Reporting to: Finance Manager & VP of Operations

Geographical scope: USA

Location: The position will be based in New York (Nassau County)

The Accounts Receivable & Collections Specialist is part of the Finance Team and is responsible for managing customer accounts receivable, credit setup and onboarding, collections, credit risk monitoring, payment application, and resolution of billing discrepancies. This position works closely with Sales, Operations, Brokerage, Managers and Finance to ensure new customers are properly established, credit limits and payment terms are appropriate, invoices are collected timely, and credit exposure is effectively managed.

Area of responsibilities:

1. Customer Onboarding & Credit Setup

Manage the financial onboarding process for new customers, including collection and

review of credit applications and required documentation.

Establish new customer accounts and ensure accurate billing, payment terms, credit limits,

tax information, and related financial data.

Review customer credit information and make recommendations regarding credit limits and

payment terms.

Perform credit checks and review customer financial information, payment history, trade

references, and other available credit data.

Coordinate credit approvals with management and maintain appropriate documentation.

Periodically review existing customer credit limits and payment terms based on account

performance and credit risk.

Maintain accurate customer master data in CargoWise and Workday

2. Accounts Receivable & Collections

Monitor customer accounts and aging reports to identify overdue balances.

Conduct daily collection activities through emails and phone calls when necessary.

Follow up on outstanding invoices according to established payment terms.

Prioritize collection efforts based on aging, dollar value, customer risk, and payment history.

Maintain detailed and accurate collection notes and account records.

Escalate significantly overdue or high-risk accounts to management.

Work proactively to reduce past-due balances and improve overall cash flow and DSO.

3. Credit Insurance

Maintain working knowledge of trade credit insurance and its application to customer credit

risk management.

Assist with monitoring customers covered by credit insurance and applicable credit limits.

Monitor accounts for potential credit-risk concerns and communicate changes to

management.

Assist with the preparation and submission of documentation related to insured accounts

and potential claims.

4. Cash Application & Account Reconciliation

Apply customer payments accurately and timely.

Research unidentified payments and resolve unapplied cash.

Reconcile customer accounts and investigate discrepancies.

Identify duplicate payments, credit balances, and account issues.

Assist with month-end accounts receivable reconciliation.

5. Customer Relations

Establish and maintain professional relationships with customers and their Accounts

Payable departments.

Respond promptly to customer inquiries regarding invoices, statements, payments, and

account balances.

Communicate payment expectations professionally and effectively.

Work with Sales and Operations to resolve collection issues while maintaining positive

customer relationships.

6. Reporting & Analysis

Prepare and distribute weekly and monthly AR aging reports, WIP and billing reports.

Monitor DSO, past-due balances, collection activity, and customer credit exposure.

Track significant customer disputes and expected collection dates.

Provide management with updates on high-risk and significantly past-due accounts.

Assist with monthly AR reporting, forecasting, and cash-flow analysis.

Qualifications and Experience

• Degree in Accounting or Finance (preferred, not required)
• 5+ years of experience in Accounts Receivable, Collections, Credit, or related accounting functions
• Knowledge customer credit assessment, credit limits, payment terms, and credit risk
• management
• Strong understanding of accounts receivable and collection procedures
• Excellent communication, follow-up, negotiation, and problem-solving skills
• Strong attention to detail and organizational skills
• Ability to manage a large portfolio of customer accounts and manage priorities
• Strong Excel skills and experience working with ERP/accounting systems
• Experience in logistics, freight forwarding, transportation, customs brokerage, or a similar industry strongly preferred.
• Hands-on experience with CargoWise and Workday preferred.
• Autonomy, self-starter, proactivity
• English mandatory, Spanish is a plus