Accounts Receivable Specialist

2 weeks ago


Coppell, Texas, United States Barcel USA Full time
Job Overview

Position Level
Experienced

Location
National Offices

Employment Type
Full Time

Required Education
Bachelor's Degree

Travel Requirements
None

Job Category
Accounting

Role Summary

Key Responsibilities:

As a Credit & Collection Analyst, you will be tasked with evaluating and processing customer credit applications for a designated portfolio. Your role will involve identifying and resolving outstanding balances while fostering positive relationships with clients. You will also be responsible for gathering and updating financial data on both new and existing clients to enhance sales opportunities and mitigate the risk of financial losses.

Specific Duties Include:
  • Achieving key performance indicators for the accounts receivable team in alignment with corporate objectives.
  • Conducting credit evaluations for new clients using D&B reports.
  • Reviewing aging reports and account statements in collaboration with the accounts receivable team.
  • Assessing which customer accounts should be placed on credit hold based on overdue amounts.
  • Executing account reconciliations for discrepancies in payments and non-payments utilizing account statements or financial reports.
  • Monitoring collection procedures for clients.
  • Engaging extensively with various departments, including sales, logistics, marketing, and accounting, to facilitate the collection of outstanding balances.
  • Managing credit memo processes and ensuring documentation is validated for audit compliance.
  • Participating in both internal and external audits, providing necessary information promptly.
  • Carrying out additional tasks as assigned.
Qualifications

Essential Requirements:
  • Demonstrated experience in accounts receivable management.
  • Proficient in accounting software applications.
  • Familiarity with advanced Excel functionalities.
  • Strong analytical capabilities with the ability to generate and present detailed reports.
  • Accurate processing of numerical data.
  • Team leadership skills.
  • Proactive problem-solving mindset.
  • Commitment to confidentiality.
  • Bachelor's degree in Accounting or Finance.


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