Job Summary

The Accounts Receivable Specialist provides accounts receivable support by monitoring all aspects of the collection of outstanding debts owed to the company. The AR Specialist will review missing and unresolved payment issues, monitor overdue accounts, and prepare statements. This role has both a day-to-day and ongoing impact on financial transactions, ensuring billing accounts remain accurate, timely, and in good standing with our valued customers.

This position involves diplomatic interaction with customers to provide billing information and support, facilitating the swift payment of invoices due to the organization.

Essential Functions

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to satisfactorily complete each essential function (job duty/requirement). Reasonable accommodations will be made to enable qualified individuals with disabilities or sincerely held beliefs to perform the essential functions. Contact HR for additional information.

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  Perform day-to-day processing of financial transactions to ensure the company’s finances are maintained in an effective, up-to-date, and accurate manner

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  Research in Great Plains and/or customer portals to understand details behind billing transactions

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  Create AR aging and metrics reports

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  Work with billers, account managers, and the operations team to resolve invoice issues

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  Review missing and unresolved payment issues

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  Stratify collection activities to maximize cash receipts

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  Investigate payments that are unidentified, lost, or not accepted at the point of payment

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  Respond to trends involving unapplied cash

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  Contact customers regarding overdue accounts and determine reasons for non-payment

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  Collaborate with the AR Manager to maintain collection goals and overall A/R performance levels

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  Post and reconcile customer payments to general ledgers

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  Maintain accurate records regarding customer payment status

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  Maintain documentation for compliance reporting and audits

Other Functions

Performs other related duties, as assigned, to ensure the efficient and effective functioning of the work unit.

Requirements

Job Requirements – Minimum Qualifications

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  Associate Degree or equivalent combination of education and experience required

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  3–5 years of experience as an AR Analyst recommended

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  Knowledge of the HVAC/R industry preferred, but not required

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  Great Plains knowledge a plus

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  Knowledge of basic accounting procedures

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  Proven ability to manage multiple projects simultaneously while maintaining strict attention to detail

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  Strong customer service background

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  Proficiency with commonly used accounting ERP systems

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  Advanced experience in Excel

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  Adaptability and strong problem-solving skills

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  Ability to build rapport and collaborate with others within the company and externally

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  Self-motivated and able to thrive in a results-driven environment