Financial Operations Specialist

2 days ago

Fort Wayne, Indiana, United States Premier Truck Rental , LLC Full time
Job Title: Collections Specialist

We are seeking a highly skilled and motivated Collections Specialist to join our team at Premier Truck Rental, LLC. As a Collections Specialist, you will play a critical role in ensuring the company's revenues by managing outstanding company receivables and providing exceptional customer service.

Responsibilities:
  • Assist in managing outstanding company receivables and providing stellar customer service through all communications from submission of invoices to collection of payment.
  • Report updates to management on customer account status and outstanding issues.
  • Participate in all processes associated with the collection of accounts receivable and maintain an effective and cooperative working relationship with customers and our sales team.
  • Correspond by email and phone in a fast-paced, goal-oriented atmosphere on all invoice short payments, billing errors, and collection issues.
  • Prepare collection issues, call past due accounts daily, and document results weekly in a spreadsheet.
  • Respond to calls from customers and provide requested information.
  • Support billing, month-end tasks, yearly audit requests, and sales team when needed.
  • Conduct research using D365 and Salesforce; review and analyze invoices.
  • Send email communications with invoices and statements, followed by prompt phone call follow-ups.
  • Manage a high volume of approximately 90 customers per week, ensuring timely follow-up.
  • Contact each customer within one day of sending communications to ensure receipt and address any issues.
  • Handle scenarios such as non-responses, wrong contacts, internal delays, or pending actions with their teams.
  • Maintain persistence and ensure customers know you're committed to resolving issues.
  • Be proactive and confident in making phone calls.
  • Investigate and understand the underlying reasons for payment delays or issues.
Requirements:
  • 2+ years of experience in collections or a related industry, providing familiarity with typical billing and collection processes.
  • Ability to review and analyze financial data to identify discrepancies and collection opportunities.
  • Demonstrated experience handling a large portfolio of accounts, with a consistent record of reducing aged receivables.
  • Ability to identify, address, and resolve issues related to billing, payments, and customer queries promptly.
  • Proficiency in Excel, including experience with spreadsheets for tracking and documenting collection activities.
  • Meticulous attention to detail in managing multiple customer accounts and ensuring accurate financial reporting.
  • Flexibility to shift focus quickly based on changing priorities or urgent collection issues.
Preferred Qualifications:
  • Understanding of audit requirements and experience supporting audit requests related to accounts receivable.
  • Familiarity with remote communication and collaboration tools, such as Microsoft Teams.
  • Proven experience handling difficult conversations and negotiating payment terms with customers.
  • Possession of relevant certifications such as the Credit Business Associate (CBA) or Certified Credit and Collection Professional (CCCP) credential.
  • Experience with enterprise resource planning (ERP) systems in addition to D365, enhancing adaptability to other platforms.
  • Experience using accounting software such as Microsoft Dynamics 365 (D365) and Salesforce for collections and invoicing tasks.
Benefits:
  • Competitive compensation package with potential for profit sharing.
  • Comprehensive benefits package, including health, dental, and vision coverage.
  • Generous paid time off and 401(k) matching.
  • Continuous learning and development opportunities.
  • Structured training and feedback program.
  • Culture and connection initiatives, including Employee Resource Groups and PTR Field Days.

Premier Truck Rental, LLC is an equal opportunity employer and welcomes applications from diverse candidates. If you require support or accommodation due to a disability, please feel free to reach out to us.

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