Accounts Receivable Specialist

Onboard Systems Inc; Anaheim (CA); Vor Ort; USD 70.000 - 75.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision

Life and disability insurance

PTO & holidays

401(k) with employer match

GPU growth program

Zusammenfassung

Onboard Systems Inc. is seeking an Accounts Receivable Specialist in Anaheim, onsite. You will manage payments, monitor customer balances, and drive collections while maintaining strong customer relationships.

The role supports month-end close, reconciliations, and reporting. Requires 4–5 years AR experience, knowledge of QuickBooks/NetSuite/Excel; IFS is a plus. Benefits include medical/dental/vision and 401(k) with growth opportunities.

Qualifikationen

• Associate's degree in accounting, finance or related field preferred.
• Minimum 4–5 years accounts receivable experience.
• Familiarity with QuickBooks, NetSuite and Excel; IFS preferred.

Aufgaben

• Process customer payments (checks, credit cards, e-pay) and track balances.
• Monitor aging and assist with collections to maximize cash flow.
• Prepare aging reports and support account reconciliations.
• Assist with month-/year-end close and audit documents.
• Ensure compliance with CA state regulations and company policies.
• Collaborate with internal teams and customers' AP to resolve discrepancies.

Kenntnisse

Attention to detail

Analytical thinking

Problem solving

Written and verbal communication

Discretion with financial data

Ausbildung

Associate's degree in accounting/finance

Tools

QuickBooks

NetSuite

Microsoft Excel

IFS

Jobbeschreibung

Position Overview

Location: Anaheim, CA (Onsite)

Schedule: Monday - Friday

Pay: $70,304 - $75,000 per year

The Accounts Receivable Specialist is essential in supporting smooth financial operations, with a primary focus on maximizing cash collections, maintaining accurate customer account records, and ensuring timely and accurate processing of receivables. This role is also responsible for maintaining positive customer relationships, resolving account discrepancies, and minimizing bad debt exposure. The ideal candidate will have strong attention to detail, analytical and problem-solving skills, and the ability to collaborate effectively with customers and internal departments.

What You'll Do

• Accounts Receivable:
  • Process customer payments, including checks, credit card payments, and electronic transfers.
  • Monitor and maintain customer account balances, ensuring accurate invoicing and payment tracking.
  • Follow up on outstanding accounts and manage collections efforts, while maintaining positive customer relationships.
  • Prepare and distribute aging reports and assist with account reconciliations.
  • Apply strong problem-solving and sound decision-making skills to proactively identify issues and implement timely, effective resolutions.
  • Investigate and resolve payment discrepancies, short payments, and deductions by collaborating with internal teams and customers' accounts payable departments.
  • Manage customer billing portals by uploading and submitting invoices to external vendor systems and retrieving payment remittance details.
• General Accounting Support:
  • Assist with month-end and year-end closing processes.
  • Maintain organized and up-to-date financial records in accordance with company policies and accounting standards.
  • Collaborate with team members to ensure smooth financial operations and address any discrepancies.
  • Provide support during audits by preparing necessary documentation and reports.
• Compliance and Reporting:
  • Ensure compliance with California state regulations and accounting standards.
  • Prepare periodic reports for management, providing insights into cash flow, outstanding payments, and financial status.
  • Support in implementing improvements to accounting systems and processes.

Who You Are

• Associate's degree in accounting, Finance, or a related field preferred.
• Additional certifications in accounting (e.g., A/R certifications) are a plus.
• Minimum of 4-5 years of experience in accounts receivable.
• Previous experience in a fast-paced environment with high transaction volumes is a plus.
• Familiarity with accounting software (QuickBooks, NetSuite, etc.) and Microsoft Excel is required.
• Experience with IFS is strongly preferred.
• Strong attention to detail and accuracy in financial data entry.
• Ability to handle sensitive financial information with discretion and professionalism.
• Strong communication skills, both written and verbal, for effective interaction with internal teams and external vendors/customers.
• Knowledge of California state tax laws and regulations is a plus.

What's In It for You

• Benefits package including medical, dental, vision, life, disability
• Paid time off and holidays
• 401(k) plan with employer contribution matching
• In addition to offering competitive wages and benefits, Onboard Systems also offers the opportunity to increase your future earnings tied to growth in company performance. We recognize employee contributions toward growing the business through our unique Growth Participation Unit program (GPU). GPUs are tied directly to company growth and reward all eligible employees with cash when the business grows over time.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status