Accounts Receivable Specialist (24541)

PGL (Perimeter Global Logistics); Irving (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

PGL (Perimeter Global Logistics) in Irving, TX is seeking an Accounts Receivable Clerk to join our finance team. You will record, file, and analyze financial data, and ensure accurate processing of invoices and payments.

The role requires 1–3 years in AR within freight forwarding or 3PL, a related degree or certification, and proficiency with ERP and Excel. You will support month-end close and improve billing accuracy.

Qualifications

• 1–3 years of accounts receivable experience in Freight Forwarding or 3PL.
• Industry related degree and/or certification.
• Solid knowledge of accounting principles and procedures.

Responsibilities

• Record, store, and analyze financial data using accounting software.
• Debit and credit accounts; balance ledgers.
• Process invoices and match with order forms.
• Prepare financial reports and statements.
• Ensure compliance with policies and regulations.

Skills

Accounts Receivable

Data Entry

Spreadsheet

Accounting Software

Attention to Detail

Education

Industry related degree or certification

Tools

ERP software

Microsoft Excel

CRM software

Job description

Position Purpose

To meet or exceed the expectations of our clients, each and every time we are of service to them. To respond quickly and proactively to challenges, in order to facilitate a quick and positive solution. To unselfishly perform any job related task with a positive attitude and a high degree of accuracy. To help fellow team members in your department as well as other departments when they may need it. To build strong working relationships with our present client base.

Tasks

• Operate computers programmed with accounting software to record, store, and analyze information. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
• Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
• Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
• Receive, record, and bank cash, checks, and vouchers.
• Comply with federal, state, and company policies, procedures, and regulations.
• Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
• Code documents according to company procedures.
• Reconcile or note and report discrepancies found in records.
• Access computerized financial information to answer general questions as well as those related to specific accounts.
• Match order forms with invoices, and record the necessary information.
• Perform general office duties such as filing, answering telephones, and handling routine correspondence.

Work Activities

• Evaluating Information to Determine Compliance with Standards
• Organizing, Planning, and Prioritizing Work
• Establishing and Maintaining Interpersonal Relationships
• Documenting/Recording Information
• Communicating with Supervisors, Peers, or Subordinates
• Updating and Using Relevant Knowledge
• Performing Administrative Activities
• Identifying Objects, Actions, and Events
• Processing Information
• Monitor Processes, Materials, or Surroundings
• Analyzing Data or Information
• Making Decisions and Solving Problems
• Getting InformationInteracting with Computers
• use spreadsheet software
• prepare financial reports
• reconcile or balance financial records
• prepare reports
• use accounting or bookkeeping software
• prepare billing statements
• process invoices
• compute financial data
• use computers to enter, access or retrieve data
• perform clerical duties including typing, accepting orders, or sorting mail
• detect discrepancies on records or reports
• examine documents for completeness, accuracy, or conformance to standards
• compile data for financial reports
• process account invoices
• maintain records, reports, or files
• fill out business or government forms
• use word processing or desktop publishing software

Qualifications

Education and Experience

Years of Experience: 1-3 Years of Accounts Receivable or related experience with a Freight Forwarding / 3PL organization

Education: Industry related degree and/or certification

Knowledge

Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Transportation — Knowledge of principles and methods for moving goods by air, rail, sea, or road, including the relative costs and benefits.

Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

Skills

Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.

Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Mathematics - Using mathematics to solve problems.

Spreadsheets - Using a computer application to enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs.

Databases - Using a computer application to manage large amounts of information, including creating and editing simple databases, inputting data, retrieving specific records, and creating reports to communicate the information.

Speaking — Talking to others to convey information effectively.

Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Time Management — Managing one's own time and the time of others.

Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Coordination — Adjusting actions in relation to others' actions.

Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Reading Comprehension — Understanding written sentences and paragraphs in work related documents.

Writing - Communicating effectively in writing as appropriate for the needs of the audience.

Word Processing - Using a computer application to type text, insert pictures, format, edit, print, save, and retrieve word processing documents.

Abilities

Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression — The ability to communicate information and ideas in speaking so others will understand.

Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

Written Comprehension — The ability to read and understand information and ideas presented in writing.

Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.

Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

Near Vision — The ability to see details at close range (within a few feet of the observer).

Speech Clarity — The ability to speak clearly so others can understand you.

Speech Recognition — The ability to identify and understand the speech of another person.

Written Expression — The ability to communicate information and ideas in writing so others will understand.

Tools

• Desktop computers
• Facsimile machines
• Laptop computers
• Special purpose telephones
• Multi-line telephone systems

Technology

• Compliance software
• Electronic mail software
• Enterprise resource planning ERP software
• Manufacturing resource planning MRP software
• Customer resource management CRM software
• Logistics and supply chain software (CargoWise ediEnterprise)
• Spreadsheet software
• Document management software
• Records management software
• Microsoft Excel and other office applications