AP/AR Specialist

The A/P-A/R Specialist position at Green Dot Labs (GDL) provides the opportunity to put your skills to work for a leading company in a rapidly growing industry. The successful hire, under the leadership of the Corporate Controller, Staff Accountant, and Accounts Receivable Supervisor, will closely partner and support the various internal and external groups with timely and actionable accounts payable and accounts receivable processing and reporting. The challenges and professional growth you will experience will make all the hard work incredibly worthwhile. This role will provide primary support to the Staff Accountant and A/R Supervisor.

General Accounting Support

• Responsible for the disbursement activities of the finance department, ensuring the accurate and timely processing of accounts payable and purchase orders

• Coordinate employee expense reports, petty cash, credit card statement reconciliation

• Review monthly vendors statements and investigate outstanding bills and/or misapplied payments

• Communicate cross departments with managers about AP processes, expenses and reconciliation

• Answer accounts payable inquiries and provide resolution

• Assist with fixed asset recording and reporting

• Monthly close support activities

• Assist with annual audit support work in a timely and organized fashion

• Respond to Corporate Controller as assigned with accurate and timely work

• Provide support for special projects, data entry, report building and one-off financial analysis

• Maintain vendor records and monitors for vendor compliance (W-9’s, insurance, lien waivers)

• Maintain accounting systems data with accuracy and compliance

• Build and maintain strong working relationships with internal and external stakeholders

• Support overall organization by participating in special projects and other duties as assigned

• Support all events-requiring logistics and attention to customer experience including set up, travel arrangements and other needs as requested

• Conform with and abide by all regulations, policies, work procedures and instructions

Accounts Receivable Support

• Oversight of receivables to ensure consistent contact with customers and appropriate prioritization of receivables management

• Communicate with customers and report on past due balances, over payments, credit memos and small balances per Accounts Receivable SOP

o Generate and email weekly Reminders on past due balances per policy

o Find and maintain list for appropriate financial contact for each customer

o Call customers to discuss balance and payments as needed

• Generate customer Statements per SOP or on request

• Record daily payments received

• Monitor payments due from Couriers track returned and report outstanding items at EOD

• Create and send credit memos to customers using information gathered from the sales team

• Escalate potential issues in a timely matter for assessment and planning

• Make Recommendations for approval of credit requests

• Coordinate with other departments regarding the resolution of discrepancies

• Build and maintain strong working relationships with internal and external stakeholders

• Reconcile billing/payment discrepancies with customers

• Maintain customer credit limits to ensure past due balances are acknowledged and orders are processed

Customer Onboarding, Maintenance and Administrative Support

• Create and maintain accurate customer records in NAV and LeafLink per SOP

• File set up and document management

• Provide updated GDL licenses to customers as needed

• Ensure accounts are properly setup for invoices and statements

• Research and resolve routine customer inquiries and issues

• Support financial staff with administrative tasks including scanning, filing, mail distribution and other similar duties

• Support centralized office supply ordering and assist with daily office administrative tasks

• Support overall organization by participating in special projects and other duties as assigned

• Coordinate receipt of product from company buyback program by working with the primary coordinator, accepting and logging returned items and delivering order to necessary manager or team

• Support compliance efforts by tracking expiration and renewal needs for employee badges, safety and compliance functions

Required Personal Characteristics

• Willingness and ability to become a super user of our financial systems and tools

• Strike balance between being a self-motivated contributor while also working in a collaborative environment

• Communicate with co-workers, management, clients, vendors, and other stakeholders in a courteous, respectful, and professional manner

• Self-motivated and possess a strong curiosity to learn and apply new skills in a rapidly growing business environment

• Demonstrated a detail-oriented commitment to accuracy

• Ability to maintain confidentiality

Education, Experience, & Other Requirements

• High school diploma required. Associates or higher degree in Accounting, Finance, or similar discipline is preferred

• 3+ years working experience

• 1-3 years of related finance, accounting and admin experience preferred

• Experience with Microsoft Navision (NAV 17, D365BC, or AX) preferred

• Working knowledge of Microsoft Office including intermediate skills in Excel

• Must be able to obtain and maintain an active MED badge

Green Dot Labs and its affiliated companies provide equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.