Accounts Receivable Specialist I

Vistage-Worldwide; San Diego (CA); Hybrid; USD 34,000 - 41,000; Full time

Job summary

Vistage, based in San Diego, seeks an Accounts Receivable Specialist I to support international entities and manage multi-currency billing and collections. You will process invoices, payments, and refunds while maintaining accurate member records in GP.

The role requires strong organizational skills, attention to detail, and proficiency with Great Plains, Excel, and Word. AAA degree in Accounting and at least 1 year AR experience are preferred.

Qualifications

• AA degree in Accounting or related coursework preferred.
• Minimum 1 year of Accounts Receivable experience.

Responsibilities

• Maintain member information in Great Plains (GP) including setting up accounts for initial billing and future billings.
• Prepare and post invoices for new and existing members including monthly/term billing.
• Process payments and refunds; post to GP and handle EFT payments and lockbox postings.
• Verify and process refund requests and send out invoices/receipts to members.
• Manage AR email inbox and phone inquiries; interface with Member Services to resolve billing questions.

Skills

Verbal communication

Written communication

Integrity

Work ethic

Organizational skills

Flexibility

Urgency

Education

AA degree in Accounting

Accounting coursework

Tools

Great Plains

Excel

Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Accounts Receivable Specialist I

Full-Time Regular Employee Professional San Diego, CA, US

5 days ago Requisition ID: 1593

POSITIONSUMMARY

As the Accounts Receivable Specialist, reporting to our AR Manager. This position will support our international entities and handle all Accounts Receivable tasks. Process all member accounts, create, review and post invoices for member accounts. Process payments/refunds and assist with account changes as needed. This role requires strong organizational skills and the ability to manage multiple, multi-step billing and collections processes accurately, timely, and efficiently. This role will work across different regions and currencies, using regulatory requirements, including VAT and EDI processing.

THECOMPANY

Vistage is the world's largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact.The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 countries worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and achieve better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts. Vistage was founded more than 65 years ago, and we've grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at www.vistage.com .

VISTAGEEMPLOYEELIFE

VistagesuccessisanchoredbyauniqueculturethatreinforcesemployeecommitmenttotheVistagemission.Here'sasampleoftheemployeeexperiencethathelpsdriveoursuccess:

• Welcometoourhome.OurUSheadquarterssitsintheheartofSanDiego'sUTCarea.Itfeaturesanopen,modernaestheticwithlotsofcollaborationspacesandopportunitiestointeractwithco-workers.Westayfueledupwithfreesnacksandaweeklyfreelunchday,alongwithfreelattesandnitrocoldbrewcoffeeontap!FromourSanDiegobase,wecollaboratewithcolleaguesbasedacrossthecountryandaroundtheworld.
• Weinvestinyourcareer.Eachemployeehasanactionablecareerprogressionplandevelopedthroughindividualcollaborationwiththeirmanager.Wefocusonpromotingfromwithin,andemployeeprogressionplansarecomplementedbyall-staffdevelopmentdaysheldinourstate-of-the-artlearningcenter.Employeesalsohaveaccesstotonsofindividualizeddevelopmentresourcesandageneroustuitionreimbursementprogram.
• Weinvestinyou.Ouremployeebenefitsprogramisoneofthemostgenerousyou'llfind.Fully-paidhealthcareisprovidedforemployeesthroughAetna,plusdental,vision,andlifeinsuranceatverylowrates.Takecareofyourfinancialfuturewitheligibilityfor401(k)matchingfundsafteryourfirstmonthasanemployee.You'llalsostartwith16daysofpaidtimeoff+12paidholidaysperyear,withadditionaldaysoffbasedontenure.
• We keep it fun! From our Padres luxury suite summer outing to employee happy hours and our annual holiday party, we take having fun as seriously as helping our members succeed! The office vibe is business casual and the freedom to work from home two days per week if you choose.

Vistagesculture and sense of mission drive employee loyalty: more than half of our staff has been with the company for five years or longer. Are you ready to start your Vistage journey?

RESPONSIBILITIES

• MaintainmemberinformationinGreatPlains(GP),includingbutnotlimitedtosettingupaccountsforinitialbilling,settingupcontractsforfuturebillings,variousupdatesonmember’saccountslikecreditcard,addresses,company,billingfrequencyortype,etc.
• Preparationandpostingofinvoices,includingnewmemberbilling,andpendingmemberenrollmentfees
• Preparationandpostingofinvoices,includingmonthlybillingofexistingmembers,finalbillingforterminatedmembers,andmiscellaneousadjustmentsbasedonpulledreportsofrequests.
• Preparedepositsasneeded.
• Processingandpostingofpayments,processmember’screditcardpaymentsandpostcashreceiptsinGP.,processmember’sEFT(ElectronicFundsTransfer)paymentsandpostinGPandpostpaymentsreceivedthroughlockboxtocorrespondingmemberaccounts.
• Verifyandprocessrefundrequests.
• Sendoutinvoicesandreceiptstomembers.
• Maintainaccurateback‑uporfilesofbillings,payments,adjustmentsorrefunds.
• ServeasinterfacewithMemberServices(orCSA’s)toresolvebillingquestionsanddiscrepancies.
• UpdatingmemberinformationinCompany’sCRMalongwithAccountingSystem.
• HelpmanagetheAccountsReceivableEmailboxandphoneinquiries.
• Othertasksorprojectsasneeded

QUALIFICATIONS

• Excellent&Professionalverbalandwrittencommunicationskills.
• Strongworkethic,integrity,andorganizationalskills.
• WorkingknowledgeorGreatPlains,ExcelandWordpreferred.
• Flexibilitytomeetthedemandsofadynamicenvironment.
• Appropriatesenseofurgencytoaddresstimesensitiveissues.

EDUCATIONANDEXPERIENCE

• AAdegreeinAccountingorAccountcourseworkpreferred,orcommensuraterelevantworkexperience
• Minimumofatleast1yearofAccountsReceivableexperience

PHYSICALREQUIREMENTS

• Prolongedperiodsoftosisatdeskandworkingonacomputer.

TOTALCOMPENSATIONRANGE

$25/hr + 6.75% bonus

JOBLOCATION

Hybrid in San Diego; 3 days onsite, 2 days offsite