Credit Analyst

4 weeks ago

WinstonSalem, United States TEKsystems Full time

Description:

Sr. AR Receivables and Collections Specialist.

JOB SUMMARY:

The Accounts Receivable & Collection Specialist is responsible for collection of customer accounts, providing prompt and accurate support to customers, sales representatives, field service representatives, and other company staff and the accurate reconciliation of accounts receivables portfolio of appr. 500-700 accounts.

ESSENTIAL FUNCTIONS:

Responding to external and internal customer requests via phone and email in a faced-paced, highly complex environment

•Independently collect past due invoices by contacting customers via phone, email or portal

•Independently reconcile complex accounts, support in resolving customer disputes in a timely manner by collaborating with other departments within the company regarding invoices/billings or cash applications.

•Advanced organizational, technical and communication skills necessary to efficiently prioritize and resolve existing customer issues and facilitate payment

•Process daily and/or month-end Account reconciliations – spread sheets such as daily cash log

•Cash Application of payments to customer’s accounts received via credit cards, coordinating and collaborating with a centralized cash application team.

•Review/prepare customer refunds for duplicate payments, overpayments, and payments to incorrect company

•Preparation of weekly aging report and prioritize accounts based on overdue status

•Account review for credit releases

•Negotiate payment plans

•Train new team members on daily tasks

Skills:

Accounts receivable, Cash application, Collection, Invoicing, microsoft excel, bill of lading, proof of delivery, EDI, write-off, deduction, reconciliation, sap, sap s/4 hana, order hold, Order release

Top Skills Details:

Accounts receivable,Cash application,Collection,Invoicing,microsoft excel

Additional Skills & Qualifications:

The role involves being an account owner and troubleshooting issues within the account. PBC deals with different types of retailers, bottles, and services with different billing structures and nuances between different business groups. The AR specialist is responsible for building relationships with customers and managing their behavior.

The account owners have a large customer base within PBC.

There are almost 100,000 customers split into trade accounts, healthcare accounts, and larger chains. They manage strategic and non-strategic accounts, and engagement is required on all accounts.

The team needs to reconcile invoices and cash, and understand customer nuances such as how they prefer to receive invoices. They also need to manage the customer experience and handle penalty programs.

Experience with SAP S4 and EDI is helpful.

SAP S4

SAP S/4 Hana

Oracle

JDE

SAP

EDI/Invoicing

Order Hold/release

Order to Cash problems

Proof of Delivery

Bill of Lading

Deduction and write-off

Logging into customer portals to pull BOL, POD

Companies to target:

Hanes / Hanesbrands

Centric Brands

Global Brands Group

Sealy / Tempur-Sealy

Concentric Brands

Liberty Garden Products

ITG Brands / Lorillard Tobacco Company

Berkshire Corporation

Swanson Bark & Wood Products

Inmar / Inmar Intelligence

Treehouse Foods

Ingredion, Inc.

Questions to ask:

What size company

What is volume expectation

What is the AR process at company

Most complex client process

Deduction and write-off process/responsibility

What was the collection process on past-due accounts?

What ERP/MRPs have you used and when

PBC has a large vendor portal to pull client documents out of currently, but they will also log into client portals to pull down invoices, Bill of Lading, Proof of Delivery, and other important files to do file prep for deductions and write-offs.

These candidates will be communicating directly with PBC end clients so professional demeanor is a must. They will communicate via email and phone.

Experience Level:

Entry Level

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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