- Oversee the AR process from order to cash.
- Prepares, posts, verifies, and records customer payments and transactions for wholesale, export, and DTC channels.
- Maintains documentation supporting orders, particularly export processes.
- Ensures all ordering and shipping is compliant with applicable wine regulations; works closely with compliance team to ensure adherence to applicable regulations.
- Initiate and manage the collections process to ensure timely receipt of payments, including posting and application of payments and reconciliation of customer accounts.
- Manages case goods inventory, reconciles monthly across all locations, and ensures accuracy of inventory counts.
- Monitor customer accounts, identify overdue payments, and implement effective strategies to minimize outstanding receivables.
- Collaborate with relevant departments to ensure accurate and timely invoicing of customers.
- Collaborate with multiple departments on inventory movement and logistics, bottlings, and special projects.
- Collaborate with sales organization to ensure accurate pricing.
- Ensure revenue recognition per accounting standards under ASC606.
- Perform timely and accurate monthly, quarterly, and annual close processes.
- Assist in defining, implementing, and improving internal controls, accounting policies, and procedures.
- Contribute to system implementation/enhancements affecting accounting operations and financial reporting.
- Support the annual financial audit (and any other audits), including responding to audit inquiries and preparation of supporting audit schedules.
- Support business teams on ad-hoc analysis and projects.
- Bachelor's degree in relevant field or 4 to 5 years related experience may be substituted for education requirement. General knowledge of the wine or alcohol beverage industry a plus. Knowledge of alcohol regulations desired.
- Possess exceptional organizational, analytical, and computer skills. Also impeccable attention to detail.
- Ability to communicate English in written and verbal form (Spanish helpful):
- Strong computer knowledge of Microsoft Office, particularly Excel
- Experience with Wine Direct and Microsoft NAV systems is a plus.
- Able to easily multi-task in a fast paced, periodically stressful environment.
- Lift up to 40 pounds.
- Working conditions include internal and external work in all types of weather environments.
- Able to work weekly schedule; work overtime, weekends and holidays as needed.
-
Rn, Full Time, Evenings, Emergency Services
1 week ago
Adventist Health Lodi, United States Full timeCentered in the heart of San Joaquin County, Adventist Health Lodi Memorial has been one of the area's leading healthcare providers since 1952. We are comprised of a 190-bed hospital, 17 medical offices, home care services, comprehensive cancer care and a vast scope of award-winn ...
-
Cls Assistant
5 days ago
Adventist Health Lodi, United States Part timeCentered in the heart of San Joaquin County, Adventist Health Lodi Memorial has been one of the area's leading healthcare providers since 1952. We are comprised of a 190-bed hospital, 17 medical offices, home care services, comprehensive cancer care and a vast scope of award-winn ...
-
Engineering Manager
1 week ago
WM Lodi, United StatesAs an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · Waste Management (WM), a Fortune 250 ...
-
Logistics Coordinator
1 week ago
Jet Couriers Lodi, United States**Responsibilities** · - Receive calls and record significant information · - Address problems and requests by transmitting information or providing solutions · - Receive and dispatch. · - Use radio, phone or computer to send vehicles to appropriate locations · - Monitor the rout ...
-
Patient Services Coordinator
3 days ago
PT Solutions Physical Therapy Lodi, United StatesJob Overview & Responsibilities: · PT Solutions Physical Therapy is a physical therapist-owned private practice. With points of service across the US, we work to create authentic connections with our patients to redefine recovery. Our Patient Services Coordinators (PSCs) support ...
-
Customer Services Representative
1 week ago
WM Lodi, United StatesAs an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. · **I. Job Summary** · The Customer Se ...
-
Head Chef
1 week ago
LOEL Foundation Lodi, United StatesTITLE: Head Chef/Kitchen Manager · STATUS: Full Time · GENERAL STATEMENT OF DUTIES: · To be responsible for creating, planning and executing all food and beverage items for all In-House Dining, LOEL's Home Delivered packaged meals, and various Programs meals. To supervise the pre ...
-
Mds Registered Nurse
2 weeks ago
Dove Healthcare Lodi, United States**Dove Healthcare - Lodi | 700 Clark St, Lodi, WI 53555** · **Schedule Details**: · - part-time, days · - includes on-call rotation every third weekend and every third holiday · **_ Confidently step into a new era with Dove Healthcare_** Your career opportunities are endless with ...
-
Shipping Supervisor
2 weeks ago
HSPW Lodi, United StatesJob Summary: · **Duties**: · - Manage and lead a team of warehouse staff in the shipping department · - Provide scheduling/work direction to shipping personnel. · - Coordinate and prioritize daily shipping activities · - Oversee inventory control, materials handling, and shipping ...
-
Quality Assurance Auditor, Advanced
3 days ago
Blue Shield of California Lodi, United States**Your Role** · The Quality Assurance Team conducts audits, documents quality issues and performance measures and conducts review of policies and procedures to ensure alignment with service level requirements. The Quality Assurance Auditor, Advanced will report to the Quality Ass ...
-
Trainees (m/f/d) Industrial Clerk
3 weeks ago
Titan Industries Lodi, CA, United States FreelanceAre you interested in business connections? · Is organization your passion and do you want to learn a versatile vocational training? · Are you reliable and enjoy working in a team? · Then we have the right training for you · Training content: · - You will get to know all commer ...
-
Yard Clerk
22 hours ago
bidadoo, Inc. Lodi, United States**Title: Yard Clerk (General Equipment Knowledge)** · **Type**:Full-Time** · Under the direction of the Production Manager, the Yard Clerk is responsible for maintaining the yard to achieve customer service goals and ensure bidadoo processes are implemented and followed for all y ...
-
Customer Service Representative
4 days ago
P3 Health Partners Stockton, United States**SUMMARY OF DUTIES**: · Communicates with a diverse customer (member/provider/health plans) base, regarding individual questions and concerns specific to plan benefits, coverage determinations, event information, claims status and complaints, conducts inquiries and research rela ...
-
Community Health Education Coordinator
3 days ago
St Josephs Medical Center Stockton, United States**Overview** · St. Josephs Medical Center is a member of Dignity Health. The word dignity perfectly defines what our organization stands for showing respect for all people by providing excellent care. St. Josephs Medical Center was founded in 1899 under the direction of the Domin ...
-
Admissions Coordinator
1 week ago
O'Connor Woods Stockton, United StatesJOB SUMMARY · The Admissions Coordinator facilitates the admission of residents to O'Connor Woods Meadowood SNF. The Coordinator also provides administrative support for those admissions as well as coordinating internal marketing activities, and front desk administrative support. ...
-
Warehouse Supervisor in Stockton, Ca
2 weeks ago
UNFI Stockton, United StatesJoin our team and immediately become part of the largest distributor of conventional, natural, organic and specialty products in the United States and Canada. We serve over 43,000 customer locations with 200,000 different products. Our Supervisors are Front-Line Leaders who are n ...
-
Fleet Manager
1 week ago
City of Stockton Stockton, United States**DEFINITION**: · **MANAGEMENT OPPORTUNITY** · **MONTHLY SALARY RANGE**: · - $8, $8, $8, $9, $9, $10,317.20 · - **ANNUAL SALARY RANGE**: · $96, $101, $106, $112, $117, $123,806.40 · **FUTURE SALARY INCREASES**: · **Effective July 1, 2024, 3% Cost of Living Adjustment** · **Effect ...
-
Security Receptionist
2 weeks ago
Global Security Managem Stockton, United StatesFulltime (40hrs), Monday-Friday, Day Shift (7:00am · - 3:30pm) · **Roles and Responsibilities** · **Reception** · - Greeting visitors and directing them to the appropriate person or office. · - Answering and making phone calls on behalf of office employees. · - Keep updated recor ...
-
Systems & Warehouse Manager
2 weeks ago
Niagara Bottling North America Stockton, United StatesJob Description**Essential Functions · - Responsible for Warehouse Management System (WMS) · - Understands the WMS database structure. · - Performs advanced configuration of the WMS. · - Leads company initiatives to improve WMS functionality. · - Responsible for building and/or m ...
-
Medical Staff Coordinator
1 week ago
Dameron Hospital Stockton, United States**Dameron Hospital is a fully accredited, non-profit, 200+ bed community hospital providing acute and tertiary level care to San Joaquin County residents. Now managed by Adventist Health, our hospital remains committed to providing the high quality care that has earned various st ...
Accounts Receivables Coordinator - Lodi, United States - Phillips Farms
Description
Job Description
Job DescriptionACCOUNTS RECEIVABLE COORDINATOR
Producers of iconic brands such as Freakshow, Petite Petit and Earthquake, Michael David Winery is a tour de force as one of the leading wineries in the United States, distributing nationwide and in more than 30 countries. Brothers Michael and David Phillips are 5th generation grape growers whose family has cultivated wine grapes in the Lodi region for nearly a century. Founded in 1984 with little more than an old barn, a used press and a few barrels on a dirt floor, the Phillips brothers released their first commercial wine under the Phillips Vineyards label after years of growing grapes for other wineries. Now celebrating over 35 years as a bonded winery, Michael David Winery has over 800 acres of vineyards in the Lodi Appellation and prides itself on being family owned and operated while practicing meticulous farming and sustainable wine grape growing, resulting in superior quality in the bottle.
Summary: The finance team works with all departments at Michael David to analyze and guide how we deploy our resources and capital. The team strives to make complex decisions simple and clear based on a deep understanding of our growth levers and where resource allocation can accelerate our efforts.
Reporting to the Accounting Operations Manager, and working closely with sales, marketing, and production teams, the AR coordinator will support core finance and accounting processes from order entry to cash collection to inventory. This non-exempt position includes understanding the flow of wine from bottling to sale; processing domestic and export wine orders; monitoring bottlings, and reconciling inventory monthly; awareness of applicable wine compliance regulations; works with other departments to facilitate bottling, inventory, and sales activities.
Essential Duties and Responsibilities:
Qualifications:
• Ability to add, subtract, multiply, divide, and calculate percentages.
• Must possess and maintain a valid driver's license and proof of current insurance.
• Regularly required to sit for prolonged periods.
Compensation and Benefits:
• Competitive pay to be determined based on experience, knowledge, and skills.
• Comprehensive company benefits.
Phillips Farms-Michael David Winery provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, marital or veteran status, or any other legally protected status.
