Junior Accounts Receivable Specialist - San Diego, United States - FIT Solutions

FIT Solutions
FIT Solutions
Verified Company
San Diego, United States

1 day ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Junior Accounts Receivable Specialist**Reports to: Accounting Manager


Status:
Regular, Full-Time, Non-Exempt


Location:
Remote, United States

***We are seeking a detail‐oriented, thorough, and organized Junior Accounts Receivable Specialist to support the Finance department. The Accounts Receivable Specialist creates accurate invoices for all revenue streams on a timely basis, receives all customer payments, makes bank deposits, follows the established collections process, and responds to customer inquiries in a professional manner.


ABOUT FIT SOLUTIONS
FIT Solutions is an innovative national IT Services firm, and we are growing every day.

We are focused on creating a culture of elite raving fans for our employees that solves business problems for our clients.

We are on a mission to impact the lives touched by technology.

We teach and promote individuals to set and achieve their personal, professional, and financial goals through the work we do together.

Measuring results against best-in-class businesses, we are focused on hitting targets.

We are a humble and adaptable group of people who continue to train, and role play daily in pursuit of our goals.

We are a great fit for team members that are aligned and thrive in a fast-paced, results driven environment.


PRIMARY OBJECTIVES

  • Convert agreements daily from ERP system (ConnectWise).
  • Create and send client Invoices in ERP system (ConnectWise/Autotask) and sync invoices to QuickBooks.
  • Collections correspondence and report to management on overdue accounts.
  • Maintain aging to stay under predetermined amount.
  • Use Customer Payment Portal, for client payments.

SECONDARY OBJECTIVES

  • Answer Questions for clients regarding billing.
  • Agreement Project Creation in ConnectWise.
  • Work closely with other departments for client information.
  • Maintain counts for Devices, Workstations, Servers, Software, Cloud, and other offerings.
  • Review Service Tickets.
  • Monthly Recurring Services invoicing.
  • Hourly & Overage Invoicing.
  • Project invoicing.
  • Provide clients with access to Online Payment portal.
  • Follow client service hold procedures.
  • Late Fees invoicing.
  • Post customer adjustments (i.e., Incorrect billings)
  • Respond to client inquiries.
  • Performs other duties as required.

COMPETENCIES

  • Organization and prioritization.
  • Ability to maintain a high level of confidentiality.
  • Strong attention to detail and excellent problemsolving skills.
  • Proven Selfmotivator.
  • Capability to handle multiple tasks as well as prioritize work.
  • Demonstrated ability to excel in a fastpaced environment with changing priorities.
  • Professional and effective communication skills.
  • Able to work effectively as part of a team and independently.
  • Ability to meet tight deadlines.

EDUCATION AND EXPERIENCE

  • Minimum of 1 years of experience working in accounts receivable.
  • Advanced technology skills preferred.
  • Experience with Office 365: Excel (Intermediate), Word, PowerPoint, Outlook, and SharePoint.
  • Experience with QuickBooks Online preferred.
  • Experience with ConnectWise preferred.

BENEFITS
FIT Solutions has your back, and is proud to offer a rich benefit package to our employees, including:

  • Health, Dental & Vision Insurance (premiums paid up to 99% for employee coverage)
  • Options include, PPO, HDHP, HMO and ACO
  • Multiple carrier options
  • FSA (dependent and medical), HSA options (for qualified plans) and supplemental insurance options
- $10,000 employer-paid Life Insurance & AD&D (employees have the option to buy up)

  • Paid holidays
  • Paid time off
  • Paid sick leave
  • Flexible "hybrid" work environment
  • Retirement plan (401K)
  • Professional training & development opportunities

PHYSICAL REQUIREMENTS

  • Ability to spend prolonged periods of time standing, speaking, walking, driving, and/or sitting.
  • Requires ability to occasionally lift up to 25lbs.
  • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential requirements.

AAP/EEO Statement
Disclaimer


The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time; or the scope of the job may change as necessitated by business demands.

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