Accounts Receivable Specialist

1 week ago


Columbus, Wisconsin, United States Wegner CPAs Client Recruiting Services Full time
Job Title: Accounts Receivable Specialist

Wegner CPAs Client Recruiting Services is seeking a highly skilled Accounts Receivable Specialist to join our team.

This is a key position in maintaining Accounts Receivable information, including Customer Master List and Customer Accounts Receivable ledgers. The successful candidate will be responsible for generating invoices, distributing invoices to customers, posting customer payments, and reconciling discrepancies.

Key Responsibilities:

  1. Maintain accurate customer information in software.
  2. Generate and distribute customer statements and invoices.
  3. Post and apply payments by recording ACH, credit card, and check transactions.
  4. Review Accounts Receivable Aging reports on a regular schedule.
  5. Prepare Excel file downloads from ERP System and format Excel files for presentation to Leadership Team.
  6. Greet customers and visitors at the front counter.
  7. Answer phones and respond to customer inquiries.
  8. Sort and distribute mail and other packages.
  9. Assist with other office duties as assigned.

Requirements:

  • High School Diploma with 3-5 years of proven experience.
  • Associate's Degree in Accounting preferred.
  • Excellent communication and organizational skills.
  • Working knowledge of office equipment and Microsoft Office Suite.
  • Ability to utilize reports, spreadsheets, and databases with use of a computer.
  • Strong problem-solving abilities.

Physical Demands:

The employee is regularly required to sit and use hands. The employee is frequently required to talk or listen. The employee is occasionally required to stand, walk, stoop, or bend. The employee must occasionally lift and/or move up to 10 pounds.

The above statements reflect the general details necessary to describe the principal functions of the occupation and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.



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