Accounts Receivable Clerk

TEDCO Mechanical; Deer Park (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A mechanical services company in Deer Park, NY, is seeking a Finance Specialist to optimize financial transactions and manage accounts receivable. The role involves invoice verification, cash management duties, and maintaining accurate financial reporting while fostering relationships with clients. The ideal candidate has strong mathematical skills and proficiency with QuickBooks. This position offers a chance to contribute to financial improvement initiatives.

Qualifications

• Demonstrated ability to handle multiple financial tasks with precision.
• Excellent communication skills for client interactions.
• Strong organizational skills to manage accounts receivable efficiently.

Responsibilities

• Verify invoices prior to payment.
• Maintain up-to-date accounts receivable records.
• Perform daily cash management duties.

Skills

Strong mathematical skills

Understanding of basic principles of finance

Detail orientation

Proficiency with QuickBooks

Job description

Objectives of this role

• Support the company in optimizing our financial transactions and systems by performing reconciliation of payments and customer accounts
• Communicate discrepancies to management team, identify slow-paying customers, and recommend collection candidates
• Strengthen and grow relationships with clients by communicating with customers regarding past-due accounts
• Assist in streamlining the accounts receivable process by identifying areas for performance improvement
• Exercise integrity and confidentiality in financial reporting, and comply with national and local financial requirements

Responsibilities

• Gather and verify invoices for appropriate documentation prior to payment
• Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared
• Perform daily cash management duties, including the recording of bank deposits, updating and distribution of cash receipt logs, and posting of cash to the accounts receivable sub-ledger
• Monitor and collect accounts receivable by contacting clients via telephone, email, and mail
• Support other accounting and finance team members, inventory management, and cost accounting

Required skills and qualifications

• Strong mathematical skills
• Understanding of basic principles of finance, accounting, and bookkeeping
• Superb time management and detail orientation
• Proficiency with QuickBooks