Accounts Receivable Specialist

Ace Relocation Systems, Inc.; San Diego (CA); On-site; USD 29,000 - 33,000; Full time

Job summary

Ace Relocation Systems, Inc. is seeking an Accounts Receivable Assistant in San Diego to perform a wide range of administrative duties supporting AR efforts. The role includes contacting customers, resolving billing discrepancies, and coordinating repayment plans with the CFO as needed.

The position requires 2+ years in collections and cash posting, proficiency with Microsoft Office and ERP tools, and the ability to handle day-to-day financial transactions in a fast-paced environment.

Qualifications

• 2+ years business and consumer collections.
• 2+ years' experience with Cash receipt posting.
• Bachelor's degree or equivalent work experience.

Responsibilities

• Contact customers by phone and email to determine overdue payments.
• Communicate with clients about billing discrepancies and questions.
• Confer with billing department on disputes and adjustments.
• Arrange debt repayment or establish repayment plan with CFO approval.
• Monitor accounts receivable reports and update notes.

Skills

Collections

Cash receipts

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Great Plains

MoverSuite

Microsoft Teams

Job description

Job Details

Job Location: Ace San Diego - San Diego, CA 92121
Position Type: Full Time
Salary Range: $21.00 - $24.00 Hourly
Job Shift: Day

Position Summary

Perform a wide range of administrative duties to facilitate Ace Relocation System's Accounts Receivable efforts.

Essential Duties and Functions

• Contact customers by telephone and email to determine reasons for overdue payments.
• Communicate with clients about billing discrepancies and questions.
• Confer with billing department on customer disputes and billing adjustments.
• Arrange for debt repayment or establish repayment plan, based on customers' financial situations.
• Monitor accounts receivable reports.
• Record information about financial status of customers and status of collection efforts using memo notes and updating notes on reports.
• Trace delinquent customers to new addresses by online searches using various websites.
• Negotiate credit extensions, when necessary, after review with manager and approval from CFO.
• Auditing Accounts Receivable Records as needed.
• Create customer ID numbers.
• Perform day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data.

Other Duties and Responsibilities

• Process credit applications and forward to CFO for review and approval.
• Cross training on all AR functions.
• Meetings with Supervisor or Manager to review progress.
• Other duties as assigned.

Technology Skills

• Proficient in Microsoft Office Suite products including Word, Excel, PowerPoint, and outlook.
• Competent with Microsoft Teams.
• Competent in Great Plains and MoverSuite.

Minimum Qualifications (Knowledge, Skills, and Abilities)

The following are required to enable job holders to perform the essential functions of the job.

• 2+ years business and consumer collections
• 2+ years' experience with Cash receipt posting
• Bachelor's degree or equivalent work experience

Work Environment and Physical Requirements

• Assures that safety regulations are followed at all times.
• Follows policies and procedures including infection control, universal pre-cautions and exposure control plans when performing daily tasks.
• Reports hazardous conditions, accidents, and incidents to the immediate supervisor.
• Must be able to lift at least 25 lbs.
• Requires standing, walking, bending, kneeling, stooping, and crouching.
• Exposure to heat, cold, dust, noise, or chemicals.
• Overtime will be determined by an as needed basis and must be pre-approved by manager.

Requirements with respect to vision, hearing, and speaking as in an office settingQualifications