Accounts Receivable Specialist

The AR Invoicing and Collections Specialist manages the accounts receivable process by preparing and sending invoices, tracking payments and following up with customers to ensure timely collection. Duties Include Reads and analyzes reports such as Accounts Receivable Aging to identify aging invoices which are beyond agreed upon customer payment terms. Accesses and reviews project orders in Khameleon to verify receivable data. Communicates with sales team and customer representatives to ensure customer has documentation needed to process payment such as invoice and related items, and secures, creates and/or provides documentation if needed. Customer Collections - contacts salesperson, customer and/or designee to secure payment status and consistently and timely repeats and/or escalates efforts via email, telephone, mail and other methods. Creates and maintains schedule for following up on efforts and/or lack of response. Order Release – works closely with sales team to ensure correct entry of orders; correct documentation provided; and deposits received (when necessary). Works with staff members to resolve payment issues such as short-pays, overpayments, sales tax exemptions and discrepancies, and early pay discounts; performs calculations and research and corrects related order lines as needed. Payment and cash receipt problem resolution. Warranty invoicing – Haworth warranties uploaded in Haworth SRM portal. Handle manufacturer warranties for outside vendors. Maintains careful and detailed notes in accounting software of all efforts and actions. Supports the setup, maintenance, and review of customer payment portals. Processes and posts cash receipts (back-up). Duties and responsibilities may be added, deleted or changed at any time at the discretion of management, formally or informally, either verbally or in writing. Requirements 3-7 related invoicing/collections experience. College or technical school diploma preferred or an equivalent of education and related experience. Ability to create routine reports and correspondence and speak effectively with customers, employees and others using correct grammar and professional etiquette. Ability to calculate figures and amounts such as discounts and interest. Ability to apply concepts of basic math (debits and credits). Must be proficient with Microsoft Excel, Word, and Outlook software in addition to PDF creation and editing and data entry skills. Experience with Khameleon software a plus. #J-18808-Ljbffr