Accounting Specialist - Accounts Receivable

Quikserv; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Great benefits package

Excellent growth opportunities

Great work/life balance

Job summary

A leading service company in Houston is seeking an experienced Accounting Specialist to manage collections and credit applications. The role requires collaboration with various departments and strong organization skills to meet deadlines in a fast-paced environment. Ideal candidates will have 3-5 years of experience in accounts receivable and collections, proficiency in Microsoft Excel, and a strong attention to detail. This opportunity offers competitive pay and excellent growth opportunities.

Qualifications

• 3-5 years of experience in Collections and AR.
• Experience in a fast-paced environment.
• Advanced attention to detail and organization.

Responsibilities

• Handle collections and credit applications.
• Prepare aging reports and monitor accounts.
• Collaborate across departments for effective communication.

Skills

Collections expertise

Proficient in Microsoft Excel

Excellent communication skills

Strong attention to detail

Ability to prioritize tasks

Tools

Sage 300

Microsoft Outlook

Microsoft Teams

Job description

Reports to Accounting Supervisor
OUR CORE VALUES:

• Customer Focused (develop relationships, exceed expectations, treat customers like you would like to be treated)
• Respect (employees, customers, suppliers, our brand)
• Teamwork (collaboration, open communication, be passionate and have fun)
• Results Driven (strong will to win; work to standard, not to time)
• Kaizen (continuous improvement; embrace change; don't settle, share ideas)

WE OFFER:

• Competitive pay
• Great benefits package
• Excellent growth opportunities
• Great work/life balance

Accounting Specialist
The Accounting Specialist will primarily be responsible for Collections and credit applications along with participating in billing, cash applications, and other functions as assigned. This role interacts extensively with sales, shipping, and inventory office. The Accounting Specialist will collaborate and communicate cross-functionally to ensure company goals are achieved. The successful candidate must be very organized and be able to multi-task and prioritize meeting deadlines in a fast-paced environment.
Job Duties Include:

• Reviews collection report on a weekly basis and contacts customers regarding past due balances and credits daily. Documenting progress of collection efforts and noting any problem accounts.
• Prepares weekly AR and Customer Deposits Aging and reports on collection status. Submits weekly review to Accounting Supervisor with recommendations on problem accounts and accounts needing escalation.
• Reviews Customer Deposits for reasonableness according to Expected Ship dates.
• Monitors the shared AR mailbox. Responds to customers timely and routes to correct team members when necessary.
• Responds to any phone calls or emails regarding customer questions/requests on any invoice and or collections timely while communicating in an effective manner.
• Processes overrides, refunds, adjustments/credits, apply documents.
• Processes tax exemption certificates into Avalara.
• Processes weekly refunds via CC/Check/ACH/Wire.
• Gathers required information for credit application processing within 48-hour turnaround. Submit for review and approval or denial.
• Crosstrain with and assist the AR Specialist with invoicing shipments daily the same day and reports any issues as needed. Tracks issues to resolution.
• Crosstrain with and assist the AR Specialist with performing daily cash applications of wires, ACH, check, credit cards, and cash and reports prepayment receipts to the sales team.
• Assist with Lien Waivers as required.
• Participates in month end close by completing tasks assigned.
• Participates in annual audits by preparing schedules and gathering support as requested.
• Participates in testing system enhancements and implementations.
• Ad-hoc reporting as requested.
• Other duties as assigned.

Minimum Qualifications:

• 3-5 years of experience in Collections and AR
• Proficient in Microsoft Excel, Outlook, and Teams
• Experience and desire to work in a fast-paced environment, with the ability to adapt to changes
• Must have advanced attention to detail with the capability to prioritize and meet deadlines
• ERP system experience required; Sage 300 a plus
• Ability to work cross-functionally with other departments and team members
• Excellent organization and communication skills