Senior B2B Collections Specialist

Wheels, Inc.; Alpharetta (GA); Hybrid; USD 51,000 - 71,000; Full time

Job summary

Wheels, Inc. in Alpharetta, GA is hiring a Senior B2B Collections Specialist to accurately record cash receipts and balance postings against the general ledger.

The role backs up team lead functions for cash applications and supports audits and system improvements. You will manage daily cash input, resolve discrepancies, and assist in training and process enhancements while operating in a hybrid schedule (onsite initially, then Tue-Thu onsite).

Qualifications

• Bachelor’s degree in Accounting, Finance or Business preferred.
• 5-7 years prior B2B Collections experience required.
• Knowledge of general accounting principles; ERP systems; Excel pivot tables/Lookups.

Responsibilities

• Daily input and accuracy of cash receipts in customer accounts.
• Research accounts to clear discrepancies and questions.
• Balance cash postings with the general ledger daily; generate reconciliations.

Skills

Attention to detail

Analytical skills

Microsoft Excel (Pivot tables, Lookups

ERP system experience (Oracle)

Teamwork / Collaboration

Customer service orientation

Negotiation

Education

Bachelor’s degree in Accounting, Finance or Business

Tools

Oracle ERP

Microsoft Excel

Job description

Job Description:

Senior B2B Collections Specialist is responsible for the accurate recording of all cash received from customers that need to be correctly applied as dictated by the customer and the daily balancing of cash received and posted against the general ledger. Duties include serving as the backup for all team lead functions for cash applications.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS

• Daily research and accurately input cash receipts into the customers’ accounts and verify that all cash is applied correctly
• Research accounts to clear and discrepancies (short payment/ misapplications) and questions that arise
• Conducts a daily balancing procedure to ensure that all cash posting, sales and credits from prior day agree with general ledger
• Generates monthly reconciliation of cash received to the general ledger
• Updating complex Excel reports daily and keeping management updated
• Assist team lead in reviewing daily work assigned and moving tasks around as needed to ensure all work is completed on time
• Assists the team lead in training new hires and team members on new tasks
• Assist with periodic third-party audits, providing support documentation
• Assists in enhancement projects such as system testing, automation and any other improvements which need to be implemented
• Identify inefficiencies and propose solutions
• Additional ad hoc tasks and projects assigned

LEADERSHIP RESPONSIBILITIES

• This position’s leadership responsibilities involve demonstrating ethics and integrity, developing adaptability, displaying drive and purpose and exhibiting leadership stature.
• Helps to mentor and train newer collectors in collections processes and techniques.

COMPETENCIES - SKILLS

• Results focused, solves problems while displaying self-control
• Accurate, demonstrating numerical and financial astuteness
• Works effectively with systems
• Organized, structured and assumes responsibility
• Works with limited supervision
• Practices listening skills and is highly focused on customer service
• Successfully negotiates and develops professional partnerships with internal and external clients

EDUCATION AND EXPERIENCE

• Bachelor’s degree from a 4-year accredited institution with a concentration in Accounting, Finance or Business preferred
• 5-7 years prior B2B Collections experience is required
• Knowledge of general accounting principles
• Technically skilled to operate in multiple ERP (Oracle is a plus) and various systems
• Intermediate-Advanced skills in Microsoft Excel (creating and using Pivot tables and Lookups)
• Strong analytical research and resolution skills

JOB SPECIFICATIONS and WORK ENVIRONMENT

• Work Environment: This position is in Alpharetta, GA and operates in a professional office environment
• Positions Type/Standard Schedule: This is a full-time position, Monday through Friday; first 2-weeks of hire the position will work onsite everyday Mon-Friday; After that, the position is hybrid (3 days onsite-Tue thru Thurs) 8a-5p
• Travel: Minimal travel – from 0% to less than 10%
• Physical Demands: Speak, hear, and see, and to use hand and fingers for computer keyboard and phone. Sit or stand for extended periods of time. Reach above head to pull paper attachments

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Benefits

Wheels recognizes benefits are a significant part of your employee experience, and we’ve created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care.

Pay Range:

$51,000-$71,400

The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.

EEO Statement

Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.

Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.