Accounts Receivable Lead

Western Flyer Express Corp

Oklahoma City, OK
4 days ago

Highlights

Prepare and monitor weekly AR Summary report to identify delinquent accounts, ensure all accounts are actively being worked, and collections issues are addressed in a timely manner to maintain KPI. Perform administrative and clerical tasks, such as data entry, upload supporting paperwork, filing paperwork, and contacting customers or vendors to discuss accounts.

Numbers & Facts

Location

Oklahoma City, OK

Description

RESPONSIBILITIES AND DUTIES:

Maintain comprehensive knowledge of company operations, customers, products, and equipment; including operational characteristics which affect pricing.
Knowledge and understanding of all applications in the accounting platform with ability to supervise and/or training assigned team members effectively
Administer clerical tasks and communication with factoring company, ensuring return on investment is satisfied
Maintain department KPIs (key performance indicator)
Assist with implementing an effective framework for balancing workload assignments, team member scheduling, and work distribution
Process adjustments and write offs, ensuring communication and retraining to resolve root cause issues
Oversee and coordinate the AR email inbox to maintain key information and ensure timely responses
Oversee and conduct escalation calls with customers to solicit payment, negotiate repayment, follow up on progress, and escalate for external collections agencies as needed.
Ensure accuracy with customer payments and transactions related to accurate receivables.
Prepare and monitor weekly AR Summary report to identify delinquent accounts, ensure all accounts are actively being worked, and collections issues are addressed in a timely manner to maintain KPI
Ensure coordination between all stakeholders to maintain accurate internal customer files including name or address changes, mergers, or specific invoice requirements
Collaborate with other internal departments such as customer service and billing to resolve issues and improve collections processes.
Communicate with Billing Specialists, customers, pricing, factoring company, and operations personnel to escalate gathering of information needed to efficiently collect open AR balances
Address customer inquiries or disputes related to billing and payments, ensuring a professional and courteous approach.
Produce and analyze accounting reports as assigned
Perform administrative and clerical tasks, such as data entry, upload supporting paperwork, filing paperwork, and contacting customers or vendors to discuss accounts
Utilization of technology to innovate company processes
Communicate effectively with accounting department staff, customers, and operations personnel to gather information needed to ensure accurate receivables and payables.
Other duties as assigned by management.

REQUIRED SKILLS AND ABILITIES:

Excellent communication skills, both written and verbal.
Excellent organizational skills with ability to manage multiple tasks
Proven ability to problem solve, proactively perform strategic planning and set priorities
Demonstrated track record for improving process efficiencies
Experience with AS400 and NetSuite system preferred
Previous accounting experience is valuable
Ability to maintain confidentiality in daily operations. Ability to exercise sound judgment and to apply discretion in handling confidential information.

QUALIFICATIONS:

Bachelor’s degree preferred. An equivalent combination of relevant education, training, and experience that demonstrates the knowledge, skills, and ability to effectively perform the functions of this position may be considered.
Supervisory experience with strong leadership skills and an ability to motivate direct reports
Technologically proficient, individuals must be able to effectively operate computer systems to complete essential job functions with emphasis on MS Office skills specifically Excel.
10 Key skills are a plus

PHYSICAL REQUIREMENTS:

Prolonged periods sitting at a desk, working on a computer, and talking on the phone.
Must be able to lift up to 15 pounds occasionally.

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