Accounts Receiavble Coordinator

TriState HVAC; West Conshohocken (PA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) with company match

Paid time off and holidays

Job summary

TriState HVAC Equipment Company, LLC seeks a detail-oriented Accounts Receivable Coordinator to join the finance team in West Conshohocken, PA on a hybrid schedule. You will ensure accurate cash application, process cash receipts and deposits, and handle credit card transactions across departments, while managing collections for the Parts Department.

You will also handle daily billing for the Parts Department and assist with adjustments, statements, and reconciliations to maintain accurate

Qualifications

• College education is preferred.
• Proficient in Microsoft Excel and accounting software.
• Ability to learn new financial systems quickly.
• Strong organizational and communication skills.
• Detail-oriented with high accuracy.
• Ability to work independently and with the finance team.

Responsibilities

• Process daily cash receipts and post to the General Ledger.
• Process daily check deposits and credit card payments.
• Manage accounts receivable adjustments for sales tax corrections, discounts, and write-offs.
• Proactively contact customers regarding short payments and collections for Parts Department.
• Generate customer statements on request.
• Process daily Billing for the Parts Department.

Skills

Strong organizational skills

Excellent verbal and written communic

Ability to work independently

Attention to detail

Manage multiple tasks simultaneously

Adaptability

Education

College education preferred

Tools

Microsoft Excel

Accounting software

Job description

Job Title: Accounts Receivable Coordinator

Company: TriState HVAC Equipment Company, LLC

Location: West Conshohocken, PA (On-Site)

Job Type: Full-Time
Reports To: Assistant Controller

About TriState HVAC

TriState HVAC Equipment, LLC is a dynamic and rapidly growing company committed to delivering high-quality products and services to our clients. We maintain a technologically advanced and secure work environment and pride ourselves on a supportive, team-oriented culture.

Position Overview

We are seeking a detail-oriented and organized Accounts Receivable Coordinator to join our finance team. This role offers a hybrid work schedule.

In this position, you will ensure the accuracy of our incoming revenue streams. You will be responsible for the daily processing of cash receipts, managing check deposits, and handling credit card transactions across all departments. Additionally, you will manage specific collection activities for our parts Department.

Key Responsibilities

Cash Application & Processing

• Daily Deposits: Manage daily check deposits and ensure funds are recorded accurately.
• Cash Receipts: Enter and post cash receipts to the General Ledger on a daily basis.
• Payment Processing: Process credit card payments for all departments (Equipment, Service, and Parts).

Account Management & Adjustments

• Reconciliation: Adjust customer accounts as needed regarding sales tax corrections, discounts, and write-offs.
• Discrepancies: Proactively contact customers regarding short payments to resolve balances quickly.
• Reporting: Issue customer statements upon request.

Collections

• Parts Department: Take ownership of following up on payments and making collection calls specifically for the Parts Department.

Billing

• Responsible for processing the daily customer billings for the Parts Department.

Note: The responsibilities listed above are intended to describe the primary duties of the position and are not intended to be an exhaustive list. The employee may be assigned additional duties and responsibilities as needed to support the department and company.

Qualifications

• Education: A College Education is preferred.
• Technical Skills: Must be proficient in Microsoft Excel. Proficiency in using computer software for documentation and record-keeping is required.
• Adaptability: Ability to learn new systems and financial software quickly.
• Soft Skills: Strong organizational skills with the ability to manage multiple tasks simultaneously. Excellent verbal and written communication skills.
• Attributes: Strong problem-solving skills, meticulous attention to detail, and a high level of accuracy.
• Work Style: Must be able to work independently but also serve as an integral part of the broader finance team.

Benefits

• Compensation: Competitive salary commensurate with experience.
• Health & Wellness: Comprehensive Health, Dental, Vision, Disability, and Life Insurance.
• Retirement: 401(k) plan with company match.
• Time Off: Paid time off and holidays.
• Growth: Career growth and professional development opportunities in a supportive, team-oriented environment.

Why Join TriState HVAC?

• Growth: Opportunity to work directly with Revenue Operations to see how marketing drives business growth.
• Variety: A dynamic role that balances digital creativity with live event management.
• Culture: Join a supportive, expert-driven team in a successful, scaling company.