Lead Accounts Receivable Specialist

The Lead Accounts Receivable Specialists performs the daily collection and processing of accounts. This individual will conduct account reviews and set ups, posting payments, and other administrative duties within the Finance department.

This is a full-time position, on-site position based at our headquarters in Grand Rapids, MI.

Principal Duties and Responsibilities:

• Ensures timely credit review and approval for release of all customer orders.
• Collect customer information for the credit application and approval process to determine the approval or denial of credit. Consult management as needed.
• Initiate outbound and field incoming key account calls for those which go past due.
• Assists in conducting bi-weekly account reviews to identify and follow up on accounts to ensure effective collection and customer service satisfaction. Elevation of increased credit risk to management as needed.
• Issues monthly customer statements as required.
• Keeps detailed collection notes and recommends changes in customer terms.
• Review and release credit held orders weekly, processing authorizations on the respective credit card orders.
• Complete daily cash applications to include wire transfers, ACH's, and in-house deposits. Works on continuous improvement of banking processes leveraging most recent technology available from banking partner(s).
• Post expenses, fees, and deductions in Business Central.
• Calculate and record reserves for returns in accordance with contract terms and company policies.
• Review AR Aging Report on weekly basis and leading customer scorecard driving improvement.
• Assists in weekly, monthly, quarterly, and yearly reporting and analytics
• Performs other tasks and functions as required.

Convivial Brands Expectations of All Team Members:

• Adheres to all Convivial Brands Policies and Procedures.
• Conducts self in a manner consistent with Convivial Brands' Core Values at all times.
• Maintains a positive and respectful attitude with all contacts.
• Consistently reports to work on time and prepared to perform the duties of the position.
• Meets productivity standards and performs duties as workload necessitates.
• Maintains the privacy of all company proprietary information.
• Treat visitors, vendors, customers, and team members with respect and dignity.
• Able to safely perform the essential functions of the job with or without reasonable accommodation.

Supervisory Responsibilities: Does not have any supervisory experience.

Required/Desired Qualifications:

Education, Training, and Experience:

• High School Diploma is required. Associates and/or Bachelor's degree in Accounting, Finance, or related field is preferred.
  Minimum 3-5 years' experience with accounts receivable/collections.

Specific skills, knowledge, and abilities:

• Must be proficient in Excel & Microsoft Office suite. Accounting software experience with aptitude for learning new software programs, Microsoft Navision experience helpful not required.
• Highly organized with ability to manage multiple priorities and deliver assignments on time.
• Effectively manages change, delays, and unexpected events.
• Motivated, disciplined, with high personal and professional standards of integrity and ethics.
• Must be organized and detail-oriented with strong data analytical, problem-solving skills and presentation of information.
• Must possess excellent communication and interpersonal skills for interacting with customers, management, and co-workers.
• Must be able to manage time and stress levels efficiently and professionally while working in a small office with numerous interruptions.
• Must be able to work independently and with a team.