Clerk, Accounts Receivable (Tulsa, OK)

What You Need To Know

Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As North America's largest total beverage distributor, Southern Glazer’s isn't just one of Forbes’ Top Private Companies; it's a family-owned business with deep roots dating back to 1933.

Southern Glazer’s is proud of its well-earned positive reputation, continually achieving accolades for our outstanding workplace culture. We take pride in creating a culture where our people are valued, supported, and provided opportunities for growth and belonging.

As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.

By joining Southern Glazer’s, you would be part of a team that values excellence, innovation, and community. This is more than just a job – it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.

Overview

Posts customer payments by verifying invoice coding; verifying transactions; scheduling disbursements; obtaining authorization of payments; evaluating and approving account investigations; resolving special cases; authorizing stop-payments; coordinating daily receiving reporting; following internal accounting controls.

Primary Responsibilities

• Provide financial, administrative, and clerical services as well as ensure accuracy and efficiency of operations
• Process and monitor incoming payments, and secure revenue by verifying and posting receipts
• Record payments to accounts and maintain accounts receivable records
• Compile necessary information from financial institutions such as banks and credit organizations to process/verify applications for credit and solicit payment on overdue accounts
• Keep records of all delinquent accounts, incomplete files, and credit risks
• Prepare daily cash deposits and cash control sheet
• Enter finalized cash receipts and update accounts receivable ledger
• Work with potential customer and sales department to gather new account paperwork and send the completed file to the accounts receivable supervisor for verification
• Perform collection procedures as outlined in Standard Operating Process (SOPs) and escalate to supervisor as needed

Additional Primary Responsibilities

• Follow up and review accounts for compliance with State credit law and Standard Operating Procedures (SOPs)
• Cash application through various payment methods such as checks/cash, electronic funds transfer (EFT), Online Bill Pay, Drivers, non-sufficient funds (NSFs), and notify customer/sales of term changes
• Address driver phone calls and/or questions through radio (Nextmail) regarding payment and delivery instruction
• Manage monthly statement distributions and work with sales and other departments to handle disputes on accounts
• Maintain an Account Portfolio of 1,000 accounts with accurate notes and terms for customers
• Work closely with sales and various departments to keep accurate notes on customer account status for delivery information and account payment status Responsible for a high volume of customer accounts

• Update and maintain all aspects of their customer account portfolio which includes contact information, notes on account status, courtesy calls, and handling customer requests
• Perform other job-related duties as assigned

Minimum Qualifications

• High school diploma or equivalency plus 2 years of experience
• Knowledge with Generally Accepted Accounting Principles (GAAP), federal regulatory guidelines, and organizational objectives
• Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formulas
• Working knowledge of SAP software financial modules
• Excellent accuracy and attention to detail skills to process large numbers of invoices
• Proficiency using high mathematical concepts such as fractions, algebra, statistics, mathematical modeling, and, to some extent, calculus
• Strong communication skills – written, verbal, persuasion, motivation, facilitation of strong working relationships
• Knowledge of other MS Office Suite and/or software applications related to job functions
• Excellent interpersonal, customer service, analytical/problem solving, problem management, presentation development, presentation, and communications skills

Physical Demands

• Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or mobile device
• Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
• May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs

EEO Statement

Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.

If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at View email address on us.fitly.work