Invoice Specialist

Reed Family Companies; Modesto (CA); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

401k

Pension

Life Insurance

AD&D

Growth opportunities

Job summary

Reed Family Companies is seeking an Invoice Specialist at our Modesto location to manage daily invoicing for George Reed and 711 Materials. Responsibilities include issuing invoices by email/mail, maintaining two-day turnarounds, and coordinating credits and rebills with management.

The role supports AR activities, balancing pivots across Vista, Command and Apex, with daily management updates and backups as needed. Strong Excel/Word skills and organized, proactive work ethic are essential.

Qualifications

• Experience in Accounts Receivable and Credit Collections.
• Construction industry experience preferred.
• Strong accounting principles knowledge.

Responsibilities

• Daily invoicing for George Reed and 711 Material tickets.
• Email or mail daily invoices to customers.
• Maintain a two day turnaround for invoicing for George Reed and 711 Materials.
• Process credit and rebills after approval by management.
• Balance pivot tables between Vista, Command and Apex systems.
• Maintain daily email updates to management on invoicing and approvals.
• Maintain Credit and Rebill Spreadsheet and monthly distribution to Corporate Credit Manager.
• Process soft close monthly to ensure all tickets are invoiced for the month.
• Collaborate with the AR Lead to resolve invoicing challenges.
• Backup for receptionist as needed.
• Assist AR/Credit team with other requests.
• Maintain a positive work atmosphere with customers, vendors, colleagues and management.

Skills

Vista/Viewpoint

Command

Apex

Excel

Word

10-key by touch

Data analysis

Time management

Multitasking

Problem solving

Organization

Detail oriented

Accounts Receivable

Credit Collections

Tools

Vista/Viewpoint

Command

Apex

Job description

OUR PEOPLEAREOUR STRATEGY\"

We are growing and in need of an Invoice Specialist for our Reed Family Companies location.

Come join a team with a great company culture that offers competitive wages and benefits!! We offer Paid Time Off, Medical, Dental, Vision Care Insurance. We offer a 401k program. A Pension Program, Life Insurance, AD&D and opportunities for growth and development.

Duties and Responsibilities:

• Responsible for daily invoicing for George Reed and 711 Material tickets daily.


• Email or mails daily invoices to customers.


• Maintain a two day turn around for invoicing for Geroge Reed and 711 Materials.


• Processes credit and rebills once approved by George Reed and 711 Materials management.


• Balance pivot tables between Vista, Command and Apex systems.


• Maintain daily email to management with update on invoicing, approvals needed etc.


• Maintains Credit and Rebill Spreadsheet. Emails monthly to Corporate Credit Manager for distribution to management.


• Processes soft close for George Reed and 711 Materials monthly to ensure all tickets have been invoiced for the month.


• Works closely with SR Accounts Receivable Lead to review any invoicing challenges that arise.


• Backup for receptionist as needed.


• Available to help with any other requests from the AR/Credit team.


• Expected and accountable to maintain a positive work atmosphere by acting and communicating appropriately with customers, vendors, co-workers, and management.

Skills Required:

• Vista by Viewpoint accounting software preferred.


• Knowledge of working in Command and Apex


• Must have strong work ethics.


• Must be well organized and a self- starter.


• Detail orientated, professional attitude, reliable.


• Proficient in Excel and Word, 10-key by touch, VISTA, Apex and Command experience a plus


• Possess strong organizational and time management skills.


• Strong problem solving, basic accounting principles knowledge, documentation skills, research and resolution skills, data analysis and multi-tasking skills.


• Experience in Account Receivables and Credit Collections (Construction industry preferred)

AFFIRMATIVE ACTION STATEMENT:

Applicants must be currently authorized to work in the United States.

We are proud to be an Equal Opportunity and Aff...