Accounts Receivable and Collections Specialist - Needham Heights, United States - Gordon's Fine Wines & Liquors

Description

The position reports into the Finance department and is responsible for billing,

tracking, and collection of customer orders for all accounts receivable across all

business units.

Accounts Receivable Responsibilities

• Generates, reviews, and submits invoices to customers (billing) in local ERP

system (i.e. NetSuite)

• Reviews customer invoices for accuracy prior to submittal invoices to

customers.

• Enter approved billing adjustments to customer accounts (credit memos and

discounts)

order

• Research payment inquiries from customers and assisted with payment

reconciliations

• Address and remediate customer billing disputes and confirm valid charges (or

approved billing adjustments)

• Followup on collection efforts to ensure timely reimbursement for products

and services provided and escalate when necessary.

• Manage accounts with 3rd party collections agencies
• Accountable for reducing delinquency for assigned accounts and providing

detailed updates on all delinquent accounts

• Escalate issues to sales and senior management for rates and charges
• Maintains and updates customer files (name, address, contact/billing info, etc.)
• Reports regarding the current status of customer accounts as requested
• Assists in generating monthly billing statements based on the general ledger
• Provide various reporting information to organization
• Performs other related duties as assigned
• Assist with other Finance departments (Accounts Payable, General Accounting,

cash management) and/or other departments as required to support business

needs.

Essential Functions, including but not limited to:

• Daily reporting to direct supervisor
• Weekly delinquency notices and reporting to executive management

customers

• Reconcile customer disputes as they pertain to payment of outstanding

balances that are due

• Ensure correctness and completeness of sales orders by collaborating with

Catering Event Manager, Catering Sales Manager, and Catering and Referral

Operations Manager to ensure all line items were captured and proper charges

for event package/items based on event specific requests.

Required Skills & Experience

• Bachelor's Degree or equivalent professional experience in Accounting or

Finance

• 25 years of professional work experience
• Familiarity with both NetSuite and Microsoft Office is preferred.
• Excellent verbal and written communication skills
• Strong attention to detail and accuracy
• Proven ability to prioritize work, meet deadlines, and manage multiple

responsibilities efficiently

• Comfortable with repetitive tasks
• Ability to work independently on assigned duties

Pay:
$50, $60,000.00 per year


Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• Office

Experience:

Microsoft Excel: 1 year (preferred)

• Customer service: 1 year (preferred)

Ability to Commute:

• Needham Heights, MA required)

Work Location:
In person