Senior Accounts Receivable Analyst

1 week ago

Carlsbad, United States Good Source Full time
Job Overview

At Good Source Solutions, we are dedicated to assisting our clients in minimizing their food expenses while providing effective solutions for our suppliers. Our mission is to establish ourselves as the preferred partner in the food distribution sector, where quality, affordability, and value-added services are essential.

POSITION SUMMARY:

The Senior Accounts Receivable Specialist plays a crucial role within our organization. This position involves evaluating, collaborating with sales, and approving orders that are currently on hold. The role also encompasses resolving issues related to credit memos and other elements affecting the customer's payment capabilities, spearheading the company's collection initiatives, and managing cash postings and deposits.

KEY RESPONSIBILITIES:

  • Assess credit limit requirements based on order hold trends and collaborate with the GS Goods Foods Credit expert to set new credit limits.
  • Ensure timely collections in accordance with customer payment schedules.
  • Coordinate collection efforts, in conjunction with sales and business leaders, on overdue invoices in a professional manner.
  • Communicate with sales or customers regarding discrepancies in invoicing.
  • Engage with the sales team on short-paid items.
  • Develop and document standard operating procedures for accounts receivable processes.
  • Make informed business decisions regarding customer behavior, considering transaction patterns and historical issues.
  • Update the system based on credit decisions.
  • Foster a strong business relationship with the sales team.
  • Conduct in-person meetings with the sales team to address accounts receivable issues for resolution.

ESSENTIAL SKILLS:

  • Ability to perform under pressure, making rational decisions in high-stress situations.
  • Strong analytical and statistical capabilities.
  • Intermediate to advanced proficiency in Microsoft Excel (e.g., pivot tables and vlookups).
  • Hands-on experience with accounting and ERP software (experience with Microsoft Navision / Dynamics 365 Business Central is advantageous).
  • Exceptional verbal and written communication skills.
  • Demonstrated advanced analytical skills, including strong mathematical abilities.
  • Excellent interpersonal skills, capable of collaborating across various levels and departments.
  • Available to work closely with inside sales, serving as the primary contact for invoicing issues.
  • Interact with sales/credit customers, prospects, and internal team members.
  • Act as a consultant and primary credit contact within the local office.
  • Ability to work independently as well as part of a team.

EDUCATION AND EXPERIENCE:

  • Minimum of 5 years of experience in collections, credit evaluation, and accounts receivable processes.
  • Associate's or Bachelor's degree in accounting, finance, or business is preferred.
  • Financial analysis skills and knowledge of advanced accounting principles.
  • Solid understanding of finance and credit management.

WORK ENVIRONMENT:

This role is based in an office environment, where the employee will be seated at a desk equipped with necessary resources such as a computer, monitors, and phone. The position requires routine sitting and occasional walking within the office space.

The physical demands outlined here represent those that must be met by an employee to successfully execute the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

ADDITIONAL INFORMATION:

This job description is not intended to be an exhaustive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time with or without notice.

All responsibilities listed are essential job functions subject to reasonable accommodation. The requirements listed indicate the minimum level of knowledge, skills, and/or abilities necessary to perform the job proficiently.

COMPENSATION:

$30-$33 based on experience.

BENEFITS:

  • Medical, Dental, and Vision Insurance.
  • Flexible Spending Plan.
  • 401(k) Savings Plan.
  • Generous vacation, Paid Holidays, and Float Days.
  • Life Insurance.

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