Accounts Receivable Specialist

Smart Care Solutions; Anaheim (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Smart Care Equipment Solutions is seeking an Accounts Receivable Specialist to manage cash posting, research unapplied cash, and resolve payment discrepancies for customer accounts. You will reconcile reports, maintain data quality in receivable systems, and support month-end close in collaboration with the Cash Application team.

The role requires a high school diploma with at least 6 months in customer service or a related field and basic Excel proficiency.

Qualifications

• High school diploma, or equivalent.
• Minimum 6 months in customer service, finance, accounting, or related field.
• Basic proficiency in Microsoft Excel.
• No immigration sponsorship available for this role.
• Bachelor's degree in Accounting, Finance, or business-related field preferred.
• Effective oral and written communication skills.

Responsibilities

• Generate, analyze and reconcile reports to confirm cash application accuracy.
• Perform account and invoice level reconciliations.
• Understand receivable systems and cash application processes.
• Contact customers regarding payment discrepancies and unapplied cash.
• Assist month-end close with AR reconciliations and data quality.
• Participate in process improvements and workload management.
• Communicate status of items to AR leadership and managers.
• Collaborate with other administrative areas to follow processes.
• Complete special projects or reports as requested.

Skills

Effective oral communication

Written communication

Time management

Attention to detail

Problem solving

Team collaboration

Education

High school diploma or equivalent

Bachelor's degree in Accounting/Finance

Tools

Excel

Access

Job description

The Accounts Receivable Specialist performs functions including posting cash, researching unapplied cash, classifying/assigning customer payment discrepancies, working with credit support areas to ensure processes are being followed, assisting in development and refinement of departmental procedures, and managing the data quality of the Receivable systems on an on-going basis.

What You Will Do:

• Generate, analyze and reconcile reports to confirm accurate application of cash and processing of credits and write-offs to customer accounts.
• Perform account and invoice level reconciliations.
• Establish and maintain a full understanding of the receivable systems and processes associated with cash application and write-off processing on those systems.
• Contact customers regarding payment discrepancies and unapplied cash to resolve promptly.
• Work with Cash Application Supervisor for daily/weekly/monthly AR Reconciliation in order to ensure an accurate month-end close.
• Assist in managing the data quality of the receivable systems on an ongoing basis.
• Participate in the development and continuous improvement of processes.
• Effectively communicate status of items within areas of responsibility to Lead Accounts Receivable Specialist and Manager of Accounts Receivable.
• Assist in managing workload to ensure commitments are delivered on time.
• Work closely with other administrative areas to ensure processes are being followed.
• Complete special projects or reports as requested.

Basic Qualifications:

• High school diploma, or equivalent
• Minimum 6 months previous experience in customer service, finance, accounting or a related field
• Basic proficiency in Microsoft Excel
• No immigration sponsorship available for this role

Preferred Qualifications:

• Bachelor's degree in Accounting, Finance, or a business-related field
• Effective oral and written communication skills
• Excellent time management skills with ability to manage multiple priorities and meet deadlines
• Superior organizational skills and strong attention to detail
• Ability to handle sensitive situations and maintain customer loyalty while working through the resolution process
• Flexibility to adapt to a dynamic business environment
• Proven analytical, problem solving, and decision making skills
• Self-motivated, with the ability to work both independently and in a team environment
• Proficient in Microsoft Office applications Excel and Access

About Smart Care Equipment Solutions:

Join the industry's largest independent service company specializing in preventive and round-the-clock service, repairs and parts for commercial cooking, refrigeration and warewashing equipment. The Smart Care Equipment Solutions team helps service customers across segments in the foodservice industry with scheduled maintenance programs and on-demand equipment repair 24/7/365. As part of the Smart Care team, you will help us partner with our customers to improve their operating efficiency and ensure that they meet the highest food safety and quality standards.

About Smart Care

Smart Care is a national repair and service provider for commercial foodservice, refrigeration, and cold storage equipment. Our offering of comprehensive mechanical services includes hot side cooking equipment, stand-alone refrigeration, specialty coffee and beverage, complex rack refrigeration and HVAC.

Smart Care is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected class status. All qualified individuals are encouraged to apply. If you need a reasonable accommodation with respect to Smart Care's application or hiring process due to a disability, please contact the Human Resources department at [e-mail] .