Accounts Receivable/Credit/Collection Specialist - Santa Ana, United States - Select Source International

Description

Job Description

Job Description


Accounts Receivable Management:
○ Perform daily reconciliation of incoming payments and ensure accurate allocation to customer accounts.
○ Monitor and follow up on outstanding invoices, ensuring timely and accurate collection.
○ Investigate and resolve discrepancies or payment issues, working closely with internal teams and customers to resolve any disputes.
○ Generate and distribute regular reports on accounts receivable status, aging, and cash flow projections.
○ Collaborate with the finance team to prepare monthly financial statements and provide input for budgeting and forecasting processes.


Sales Order Management:
○ Process incoming sales orders promptly and accurately, ensuring compliance with company policies and procedures.
○ Verify the accuracy of order details, including pricing, costing, quantities, and shipping information.
○ Communicate with the sales team to resolve any order-related issues or discrepancies.
○ Maintain proper documentation and filing of sales orders, invoices, and related correspondence.


Process Improvement and System Support:
○ Identify opportunities for process improvements within the accounts receivable and sales order entry functions.
○ Collaborate with cross-functional teams to implement system enhancements or automation to streamline workflows and increase efficiency.
○ Provide support and training to internal teams on sales order entry processes and systems.

• Bachelor's degree in Business, Accounting, Finance, or a related field
• 5+ years experience in accounts receivable management and sales order entry, preferably in a fast-paced environment.
• Strong knowledge of accounting principles and practices, including familiarity with generally accepted accounting principles (GAAP).
• Proficiency in using accounting software and ERP systems (e.g., SAP) for accounts receivable management and sales order processing.
• Excellent numerical and analytical skills, with a high degree of accuracy and attention to detail.
• Strong organizational skills and the ability to prioritize tasks effectively.
• Excellent communication skills, both written and verbal, with the ability to interact professionally with customers and internal stakeholders.
• Ability to work independently and collaboratively in a team environment.
• Proficiency in Microsoft Office suite, particularly Excel for data analysis and reporting.

Company Description Select Source International (SSI) is an IT, Health Care, and Engineering Services consulting firm that has been in business since 1998.

SSI consultants have provided exceptional services that have been appreciated by clients, customers, and users alike at several large Fortune 500 companies, mid-size enterprises, and consulting companies.

Company Description

Select Source International (SSI) is an IT, Health Care, and Engineering Services consulting firm that has been in business since 1998.

SSI consultants have provided exceptional services that have been appreciated by clients, customers, and users alike at several large Fortune 500 companies, mid-size enterprises, and consulting companies.

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