Accounts Receivable Lead
Helios Technologies
Accounts Receivable Lead
Sun Hydraulics 1500 - Sarasota, FL 34243
Overview
Position Type Full Time Job Shift Day Travel Percentage None Category Accounting
Description
Job Summary:
The Accounts Receivable Lead is responsible for managing the full-cycle accounts receivable function for Helios Hydraulics Americas (HHAM), supporting multiple legal entities and ERP systems. This is a hands-on, onsite position based at the Sun Hydraulics campus in Sarasota, Florida. The role is instrumental in ensuring timely and accurate cash application, collections, customer account management, and reporting, with a strong focus on internal controls, audit readiness, and team leadership.
Supervisory Responsibilities:
- Oversee and manage the Accounts Receivable processes and team.
- Lead, mentor, and develop the AR team to ensure performance targets are met and professional growth is supported
Duties/Responsibilities:
- Oversee daily AR operations, including invoicing, payment application (check, ACH, credit card), and customer account maintenance across multiple entities and ERP systems
- Manage customer collections, including proactive follow-up, negotiation of payment arrangements, and escalations to third-party collections as needed
- Monitor and report on aged receivables, driving timely resolution of past-due accounts
- Review and validate billing registers to ensure accuracy and proper revenue recognition
- Provide timely and accurate cash forecasting, reporting weekly to finance leadership
- Coordinate new customer onboarding, including credit checks, account setup, and communication of payment terms
- Reconcile AR sub-ledger to the general ledger, including intercompany AR transactions
- Ensure compliance with internal control procedures and support internal/external audit requests
- Collaborate cross-functionally with Customer Service, Sales, and Finance to resolve disputes and improve AR processes
- Participate in and support the month-end, quarter-end, and year-end financial close processes
- Review and assess customer credit limits, coordinating with other sites and finance teams to ensure alignment
- Recommend and implement process improvements to enhance efficiency, accuracy, and customer satisfaction
- Develop and maintain AR policies and procedures documentation
Required Skills/Abilities:
- Strong leadership and communication skills with the ability to build cross-functional relationships
- Analytical and detail-oriented with strong problem-solving abilities
- Solution-focused with a flexible, hands-on approach to managing workload and team responsibilities
- Advanced Excel skills and ERP system experience required; familiarity with M2K, Infor, or Navision is a plus
- Self-starter with the ability to work independently and drive tasks to completion
Education and Experience:
- Bachelor's degree in accounting, Finance, or Business; or equivalent relevant experience
- Minimum of 3 years of experience in accounts receivable or general accounting, preferably in a manufacturing environment
- Knowledge of generally accepted accounting principles (GAAP)
Physical Requirements:
The characteristics listed below are representative of the physical demands required by an individual to successfully perform the essential duties of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential duties.
- While performing the duties of this job, the employee is regularly required to stand, walk, and sit; use hands to finger, handle, or feel; and reach with hands and arms
- The employee is frequently required to talk and/or hear
- Specific vision abilities required by this job include close vision, color vision, depth perception, and ability to adjust focus
Work Environment:
The characteristics listed below are representative of the work environment typically encountered by an individual while performing the essential duties of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential duties.
- While performing the duties of this job, the employee is exposed to a normal office environment
NOTE: The above stated duties are intended to outline those functions typically performed by individuals assigned to this classification. This description of duties is not intended to be all-inclusive nor to limit the discretionary authority of leadership to assign other tasks of a similar nature or level of responsibility.
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