Accounts Receivable Specialist 4

INTELLISWIFT INC; Ridgefield Park (NJ); Hybrid; Full time

Job summary

A leading company in Ridgefield Park is seeking a finance professional to manage financial activities for partners. The role involves chargeback reconciliation, dispute resolution, and maintaining client relationships. Ideal candidates will have a Bachelor's degree and 5-7 years of experience in a similar industry. Strong analytical and customer service skills are essential, along with proficiency in Excel and SAP. This hybrid position offers a competitive pay rate and requires a detail-oriented approach to financial management.

Qualifications

• 5-7 years of professional experience in a similar industry.
• Solid Microsoft Office skills including V-lookup and Pivot tables.

Responsibilities

• Manage financial activities for selected partners and ensure full collection of receivables.
• Conduct reconciliations and resolve disputes.
• Prepare various financial reports for management.

Skills

Chargeback reconciliation

Excel

Customer service

Analytical skills

Problem-solving

Education

Bachelor's degree

Tools

SAP

Microsoft Office

Job description

Pay rate range - $28/hr. to $31/hr. on W2
Hybrid-Mon-Thursday in office / Friday WFH

Top Three Skills:
Chargeback reconciliation and collections experience;
Excel - VLookup and pivot tables

Education and Years of Experience:
1) Bachelor's- (4-year degree)
2) 5 + of applicable experience

Position Summary
This role will be responsible for managing all financial activities for selected partners and establishing best practices to ensure full collection of receivables.
Dispute resolutions, contract review, and focus on customer satisfaction through process improvements and effective relationships with our business partners.
Will also be responsible for financial account management of 5 B+ in revenue annually.

Role and Responsibilities
o Manage current ATB (Aged Trial Balance), all transactions for assigned accounts
o Analyze accounts, attention to quality and accuracy is of paramount importance in this role. Dispute Resolution
o Conduct reconciliations; identify and investigate problems within the process and system provide solutions to resolve the issues
o Ensure credits are issued for valid customer chargebacks
o Reconcile and resolve credit balances and request refunds if necessary
o Advise sales force of outstanding chargeback and past due invoice issues. Alert them of issues and enlist support for the resolution of disputes
o Partner with Logistic partner, to resolve outstanding POD issues and outstanding CB, and past due invoice issues
o Partner with the sales team and sales executives on problem issues to ensure timely resolution. Operational/Functional Review
o System updates- including but not limited to proper coding for clearing and matching of chargebacks and credits in SAP
o Maintains accurate customer information in a system according to company procedures
o Process and submit all clearings prior to the monthly closing
o Effectively manage client relationships
o Customer Meetings via Phone and in-person
o Relationship building (internal & external)
o Prepares and communicates various weekly, monthly and quarterly financial reports to management. Various Ad Hoc Reporting & Analysis
o Ability and willingness to jump into projects and workloads as needed

Skills and Qualifications
o Bachelor’s degree in Accounting or Finance preferred
o 5-7 years’ professional experience in like industry
o Solid Microsoft Office skills (Word & Excel,) V-lookup and Pivot tables (Macros a+) required
o Strong customer service skills
o Solid analytical and problem-solving skills
o Ability to identify discrepancies and inconsistencies
o Eye for detail – attention to quality and accuracy is of paramount importance in this role
o Diplomacy and the ability to deal with difficult situations
o Oral & Written Communication Skills
o Professionalism
o Attitude towards work and timeliness in completing daily tasks
A sense of urgency to get it done required Relationship Management
o Ability to multitask in fast fast-paced environment