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AR/AP Coordinator

1 month ago


Montgomery, United States Servpro - Restoration Personnel, Inc. Full time
Job DescriptionJob Description

The AR/AP Coordinator will provide accounting and clerical support to the mitigation and reconstruction departments to include posting entries, verifying and reconciling information into the financial reporting system, preparing reports, and verifying the accuracy of invoices and other accounting documents or records.

 

Primary Responsibilities:

Accounts Receivable

  1. Maintains all past due accounts to the franchise.
  2. Processes accounts receivable including bank deposits and incoming payments in compliance with financial policies and procedures.
  3. Establishes payment arrangements in support of company policies.
  4. Supports revenue by identifying delinquent accounts and insufficient payments and communicating with customers to resolve.
  5. Provides Weekly Reporting to Management regarding status of Accounts Receivables/Accounts Payable.
  6. Maintains and provides Monthly Reporting regarding any accounts needing to be sent to Regional for Bad Debt Write offs or further escalation.
  7. Collaborates with Office and Production Managers to identify any areas where improvements are needed to expedite collection efforts.

Accounts Payable

  1. Maintains all incoming bills to be paid by the franchise.
  2. Monitors incoming email box daily for bills received from vendors to process in compliance with financial policies and procedures.
  3. Updates and maintains Vendor Packets to ensure compliance requirements are met.
  4. Works with Management to obtain approvals on all invoices that come in for payment.
  5. Assigns applicable GL Codes/Locations in Accounting Software to maintain accurate job costing.
  6. Maintains accuracy and updates the Spreadsheet and Accounting Software used to track Accounts Payable with the Regional team.
  7. Audits Job Files (DASH) to confirm all job costing, including credit card transactions, are applied appropriately.

Job Knowledge

  1. Demonstrates understanding of concepts, software, techniques, etc. necessary to accomplish job duties.
  2. Maintains financial/industry expertise necessary to accomplish job duties.
  3. Follows policies/protocols in carrying out job responsibilities.
  4. Responds correctly to inquiries; consults with others/uses resources as appropriate.
  5. Completes SERVPRO U assignments.

Customer/Client Service

  1. Manages positive customer and client experience.
  2. Professionally and effectively communicates verbally and in writing with customers, clients, and vendors.
  3. Communicates processes and establishes expectations with stakeholders.
  4. Manages the execution of an exceptional customer/client experience while identifying and implementing activities for incremental improvement.
  5. Listens to stakeholder concerns or complaints and takes appropriate action.
  6. Explains all the required paperwork to customers and obtains signatures as needed.

Documentation

  1. Records all communications with customers related to collections efforts in the appropriate Operating System (AR Workflow, DASH. WorkCenter)
  2. Maintains accuracy and updates the production operating software used to maintain job files (DASH/WorkCenter)
  3. Maintains accuracy and updates the operating software used to track collection efforts (AR Workflow).
  4. Performs final review of job files to support the services provided.

Teamwork

  1. Is pleasant, cooperative, and gets along well with others in the workplace.
  2. Contributes to the achievement of franchise and team goals.
  3. Ability to appropriately handle conflict with others in the workplace.
  4. Takes initiative to be a part of the team and build strong working relationships with others.
  5. Provides Office support where needed.

 

 

Education and Experience Requirements:

  • High school diploma/GED.
  • Associates or Bachelor's degree preferred.
  • 4 + years of Collections experience (Insurance and Customer)
  • Construction and/or Industry experience preferred.
  • Strong interpersonal skills.
  • Effective written and oral communication skills.
  • Excellent organizational skills and strong attention to detail.
  • Experience in Microsoft Excel.
  • Experience with Quick Books Online Advanced.
  • Self-motivated and goal oriented.
  • Maintain confidentiality regarding sensitive financial information.

 

Physical and Work Environment Requirements:

This is a largely sedentary role in an office environment. However, some filing is required. This would require the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

 

Normal Working Hours, Additional Working Hours, and Travel Requirements:

This is a full-time position working 8:00 a.m. – 5:00 p.m., Monday – Friday, 40 hours per week.

Company DescriptionIn 1977, Barry and Beth Bowen decided to merge their passion of service to others with their careers and set out on a mission to build a reputable and respected property damage restoration company in the Montgomery area. Having grown up entrenched in the family business, it was no surprise when the current owners, Bruce and Brian Bowen, took over in 2004. Today, due to their continued dedication and hard work, we are a leader and trusted name in restoration, remediation, reconstruction, mitigation, and premier cleaning throughout the communities that we serve.

Our team has more than a century of combined restoration experience. Each team member is equipped with unique and practical skills to excel in every project and exceed the expectations of our customers. Furthermore, we have an extensive inventory of restoration equipment designed to improve the efficiency and effectiveness of every facet of mitigation and content recovery for damaged homes and businesses that we serve.

What makes us a premier cleaning and restoration company? For us, it starts with the customer experience. We strive for outstanding service, sensitivity to needs, respect for property, and intelligent solutions to disaster restoration problems.

We are Faster to Any Size Disaster. Our 24/7 support allows us to respond to emergencies as they happen, with the effective tools and experiences that make a difference when each second counts. Even on holidays, our crew is ready for any emergency that threatens your home or business with damages from water, fire, flooding, storms, or mold. For a stress-free claims process, SERVPRO works with your insurance to help manage the process and paperwork.Company DescriptionIn 1977, Barry and Beth Bowen decided to merge their passion of service to others with their careers and set out on a mission to build a reputable and respected property damage restoration company in the Montgomery area. Having grown up entrenched in the family business, it was no surprise when the current owners, Bruce and Brian Bowen, took over in 2004. Today, due to their continued dedication and hard work, we are a leader and trusted name in restoration, remediation, reconstruction, mitigation, and premier cleaning throughout the communities that we serve.\r
\r
Our team has more than a century of combined restoration experience. Each team member is equipped with unique and practical skills to excel in every project and exceed the expectations of our customers. Furthermore, we have an extensive inventory of restoration equipment designed to improve the efficiency and effectiveness of every facet of mitigation and content recovery for damaged homes and businesses that we serve.\r
\r
What makes us a premier cleaning and restoration company? For us, it starts with the customer experience. We strive for outstanding service, sensitivity to needs, respect for property, and intelligent solutions to disaster restoration problems.\r
\r
We are Faster to Any Size Disaster. Our 24/7 support allows us to respond to emergencies as they happen, with the effective tools and experiences that make a difference when each second counts. Even on holidays, our crew is ready for any emergency that threatens your home or business with damages from water, fire, flooding, storms, or mold. For a stress-free claims process, SERVPRO works with your insurance to help manage the process and paperwork.