Accounts Receivable Generalist

Nelson-Jameson; Marshfield (WI); On-site; USD 26,000 - 32,000; Full time

Job summary

Nelson-Jameson, Inc. in Marshfield, WI is seeking an Accounts Receivable Generalist to manage a designated customer portfolio, reduce outstanding receivables, and support cash flow. This full-time, in-person role collaborates with the commercial development and accounting teams to maintain accurate ledgers and timely collections.

Proficiency in Excel or Google Sheets is required, with experience using Epicor Prophet 21 helping streamline invoicing and reconciliation.

Qualifications

• High school diploma or equivalent with practical background in credit, collections, and account reconciliation.
• 1+ year of experience in accounts receivable, collections, or general accounting.
• Strong working knowledge of Microsoft Excel or Google Sheets; experience with Epicor P21 is a plus.

Responsibilities

• Account Management: proactively manage a portfolio of customer accounts to reduce outstanding receivables and improve cash flow.
• Payment Processing: accurately apply customer remittances and keep ledgers current and reconciled.
• Risk Mitigation: monitor credit terms and customer creditworthiness; adjust payment terms as needed.
• Discrepancy Resolution: respond to billing inquiries and resolve payment discrepancies; generate debits/credits as needed.
• Order Clearing: review and clear orders placed on credit hold while balancing risk and service delivery.

Skills

Excel/Google Sheets

Credit & Collections

Account Reconciliation

Education

High school diploma or equivalent

Associate degree or higher in Accounting/Finance/Business Admin

Tools

Epicor Prophet 21 (P21) ERP

Job description

Accounts Receivable Generalist | Nelson-Jameson, Inc

The Tone:

This is a full-time role at Nelson-Jameson, Inc, located in Marshfield, WI. Nelson-Jameson has been a trusted partner in the food manufacturing industry since 1947, providing high-quality products and innovative solutions to help businesses maintain top standards. This role is crucial for maintaining the company’s financial health by ensuring timely collections, accurate ledger reconciliations, and steady cash flow, directly impacting the business’s stability and growth.

The TL;DR

• Role: Early Career
• Type: Full-Time
• Location: In-person Marshfield, WI
• Pay: $21 hourly
• Team: Collaborates with commercial development and accounting teams
• Mission: Manage a designated customer account portfolio to support overall financial health and ensure timely collections.
• Tech Stack: Epicor P21 ERP system, Microsoft Excel or Google Sheets

What You’ll Actually Do

• Account Management: Proactively manage a portfolio of customer accounts to reduce outstanding receivables and improve cash flow.
• Payment Processing: Process and accurately apply customer remittances within the accounting system to keep ledgers current and reconciled.
• Risk Mitigation: Assess customer creditworthiness, monitor credit limits, and recommend adjustments to payment terms to mitigate financial risk.
• Discrepancy Resolution: Respond to customer billing inquiries, resolve payment discrepancies, and generate necessary debits or credits.
• Order Clearing: Efficiently review and clear customer orders placed on credit hold, balancing risk mitigation with prompt service delivery.

The Must-Haves

• Background: High school degree or equivalent with practical background in credit, collections, and account reconciliation.
• Experience: 1+ year(s) of experience in accounts receivable, collections, or general accounting.
• Skills: Strong working knowledge of Microsoft Excel or Google Sheets for tracking and data entry.
• Bonus: Associate degree or higher in Accounting, Finance, or Business Administration; 3+ years of relevant experience; proven ability to handle difficult collection conversations professionally; hands-on experience using Epicor Prophet 21 (P21) or similar ERP accounting software; strong self-motivation and organizational skills with a track record of managing a high volume of accounts independently.