Accounts Receivable Lead

Job Description

Job Details

Job Title:

Accounts Receivable Lead

Job Code:

ARLEA

Department:

Finance

Location:

Duluth, GA

Reports To:

Accounts Receivable Manager

FLSA Classification:

Non-Exempt

EEOC Classification:

Administrative Support Workers

Salary Grade:

Supervisory Responsibilities:

Yes No

Job Summary

The primary responsibility of the Accounts Receivable Lead includes the daily oversight of customer account accuracy which consist of collections, reconciliation of account balances, GL adjustments, deduction management, and team guidance responsibilities. This position is also responsible for compiling monthly reporting on the Health of Accounts Receivable (AR) and customer metrics. Additionally, the Accounts Receivable Lead will oversee and improve the deduction management process, drive positive customer experience, and assist in process improvement initiatives to further scale the accounts receivable shared service function.

Essential Duties

• Collaborates with the finance team to drive root cause analysis for deductions, identify and document deduction process for AR team, assist with the discoveries of process gaps for deductions across all departments involved, and identifies any efficiencies that may assist in resolving those gaps.
• Leads AR staff ensuring KPI requirements are met.
• Manages customer accounts, generates customer statements, invoices, credit memos, and reviews for accuracy.
• Initiates collection activities with customers to proactively deal with account delinquencies.
• Ensures aging accounts are at an acceptable level and minimizes bad debt.
• Identifies root cause of late payments and recommends process improvements to prevent recurrence.
• Conducts invalid discount review and resolution.
• Prepares escalation reports for management outlining timelines and action plans.
• Performs tasks of accounts receivable staff when needed.
• Performs other duties as assigned.

Qualifications, Skills, Abilities and Educational Requirements

Required

• High School Diploma/GED
• 5 - 7 years of experience in accounts receivable, credit and collections with a background in B2B collections and cash applications
• Advanced experience utilizing computer applications, such as Microsoft Office Suite (especially Excel), or similar ERP/Financial accounting system
• Ability to use professional judgement and reasoning when making business decisions
• Strong mathematical, analytical, and critical thinking skills to identify and solve issues
• Excellent organizational skills with the ability to handle multiple priorities
• Experience working in a fast paced and high-volume work environment
• Proactive "self-starter" with a strong attention to detail.
• Excellent communication skills, both verbal and written, with the ability to interact with customers and internal departments quickly, efficiently, and professionally

Preferred

• Experience in JD Edwards ERP

Key Competencies

Inter-Relationships

Consistent interaction with all levels of employees at corporate and in the field. May interact with external customers.


Working Conditions and Physical Demands

Work Environment

This position works in an office setting. Requires regular use of office equipment including computers, phones, and printers. Occasional overtime may be required.

Physical Demands

Demand:

Frequency

Hear

Frequent

See

Frequent

Repetitive Motions

Frequent

Sit

Frequent

Type

Frequent

Talk

Frequent

Stand

Occasional

Walk

Occasional

Bend

Occasional

Stoop

Occasional

Reach

Occasional

Physical Work

Percentage

Light - 10 - 25 lbs

10 - 25%

Travel Required

No


Additional Information

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel.

Job duties outlined in this job description are considered "Essential Functions" and have been formulated in accordance with the guidelines established by the Equal Employment Opportunity Commission (EEOC). The provisions of the American with Disabilities Act (1990) stipulate that employees must be capable of performing the "Essential Functions" of the job with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the "Essential Functions".

DiversiTech is an Equal Opportunity Employer.