Accounts Receivable Specialist

LanceSoft Inc; Salt Lake City (UT); Hybrid; USD 55,000 - 72,000; Full time

Job summary

LanceSoft Inc. is seeking an Accounts Receivable Specialist to proactively collect past due invoices and ensure clients receive accurate statements. You will support intercompany billings, assist with reconciliations, and help maintain customer master data with timely tax paperwork.

The role involves making collection calls, achieving weekly goals, and collaborating with AR leadership. Training is onsite for two weeks, followed by a hybrid schedule with in-office days on Tuesday and Wednesday.

Qualifications

• 3+ years in AR credit and collections, billing, claims or contracts.
• Foundational understanding of debits and credits as they relate to AR.

Responsibilities

• Make collection calls for past due invoices and set credit limits.
• Meet weekly collection goals.
• Maintain notes in SAP FSCM and assist in reconciliations.
• Assist with AR month end, quarter end and year end close processes.

Skills

AR collections

ERP knowledge

debits & credits understanding

Education

High School Diploma

Tools

SAP

Job description

Role: Accounts Receivable Specialist

Responsible for proactively working with customers to collect past due invoices and to ensure customers are receiving account statements and invoices to facilitate payment. Responsible for resolving past due direct and intercompany customer billings. May assist with intercompany account reconciliations, reconciling customer account balances, and performing credit analysis and collection on accounts. This position will also assist Accounts Receivable (AR) Customer Master data maintenance, ensuring tax withholding certificates are current for each customer, assisting with the AR month end, quarter end and year end close processes as required.

Primary Duties

• Make collection calls for outstanding past due invoices, maintain appropriate customer credit limits, place accounts on hold as necessary for collections.
• Set and meet weekly collection goals.
• Keep accurate notes and follow up actions in FSCM module of SAP.
• Working to resolve payment issues by providing documentation, invoice submission in customer portals, and assisting in negotiating customer payment plans on past due balances.
• Develop a working knowledge of our sales process and types of instrument ownership so an effective communication can occur with the customer and Territory Sales Manager when accounts become past due.
• Understand customer structure including sold to/bill to partners and customer types in SAP.
• Interact with the AR Manager, SR Manager, Controller, and/or Legal on any customer bankruptcies, fraud, or reorganizations.
• Provide support in clearing AR email inbox daily.
• Provide support in gaining exemption certificates for about to expire certificates.
• Work with internal and external customers to provide data as requested.
• Assist with the annual audit and any related interim procedures.
• Monthly account reconciliations as assigned.
• Perform all work in compliance with company quality procedures and standards.
• Perform other duties as assigned.

Qualifications

Minimum Required

• High School Diploma, GED or equivalent
• 3+ years of related experience in AR Credit and Collections, billing, claims, or contracts.
• Including knowledge of ERP systems and the Accounts Receivable function
• Foundational understanding of debits and credits as they relate to Accounts Receivable

Preferred

• Experience with SAP
• Experience in uploading invoices to WAWF and DFAS
• Knowledge of government collection processes and procedures

Work Schedule & Training

• Initial training will be conducted onsite for the first two weeks (full-time in office)
• Upon completion of training, the position follows a hybrid schedule with in-office days on Tuesday and Wednesday

Interview Process

• Interview availability is flexible
• Interviews will be conducted virtually