A/R Specialist

Insight Investments; Irvine (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Insight Investments is seeking an A/R Specialist located in Irvine, California. The role involves preparing lease contracts for billing, managing accounts receivable, and ensuring all customer communications are handled efficiently and professionally.

The ideal candidate will have a B.S. in Accounting/Finance, moderate proficiency in MS Outlook and Excel, and a background in accounts receivable or collections. Experience in the finance industry is a plus.

Qualifications

• Moderate proficiency with MS Outlook and MS Excel is required.
• Experience with online portals like SAP ARIBA is preferred.
• A background in Accounts Receivable is essential.
• Experience in the leasing or finance industry is a plus.
• Strong understanding of basic Accounting principles is required.
• A minimum of 4-5 years of collection/customer service experience is necessary.

Responsibilities

• Prepare and analyze lease contracts for billing.
• Process monthly billing via email and vendor portals.
• Manage a designated portfolio to ensure customer good standing.
• Participate in month-end close process.
• Explain and resolve routine to complex billing issues.
• Handle communications professionally and timely.

Skills

Strong attention to detail

Problem solving and decision-making abilities

High motivation and initiative

Team player attitude

Verbal and written communication skills

Interpersonal skills for superior customer service

Organizational and time management skills

Ability to communicate in group settings

Education

B.S. in Accounting/Finance

Tools

MS Outlook

MS Excel

SAP ARIBA

Job description

A/R Specialist

Location: US-Irvine

Responsibilities

• Prepare, analyze and review lease contracts for the purpose of billing through Leasewave, our leasing software.
• Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable
• Work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
• Process monthly billing by submitting system-generated rental invoices via email & through various vendor portals
• Manage designated portfolio to ensure all customers are in good standing. Draft correspondence for collections when customers become past due. Internally elevate non-responsive customers or delinquent balances.
• Review weekly published coverage listings to confirm recent coverage has been completed on the account(s).
• Participate in month-end close process ensuring billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are completed and posted to the appropriate accounting period.
• Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes.
• Explain and/or resolve routine to complex billing or collection related issues & questions.
• Explain basic lease terminology.
• Handle in/out bound communications via phone and/or email in a timely & professional manner.
• Establish goals both individually and within a team-based environment.

Qualifications / Education

• Moderate proficiency with MS Outlook, MS Excel
• Experience with online portals (ie SAP ARIBA)
• Accounts Receivable background
• Leasing or other Finance industry experience a plus
• Must have strong understanding of basic Accounting principles
• B.S. in Accounting/Finance preferred
• Minimum of 4-5 years of collection/customer service experience.

Skills

• Strong attention to detail
• Must have problem solving and decision-making abilities, including the ability to identify trends and relationships within accounting and/or lease data
• Must be highly motivated individual with high level of initiative and an attitude of willingness
• Must be team player willing to assist others at all levels of the organization
• Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
• Strong organizational and time management skills.Ability to multi-task and work autonomously or with a team
• Ability to communicate effectively on a one-on-one basis or in group setting

Insight Capital Solutions is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.