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Accounts Receivable Specialist 837557

Helpmates

Fountain Valley, CA

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JOB DETAILS
SKILLS
Accounting, Accounting Certifications, Accounts Receivable, Analysis Skills, Billing, Cash Flow, Claims Processing, Communication Skills, Computer Skills, Credit Analysis, Credit Cards, Credit and Collections, Cross-Functional, Customer Support/Service, Detail Oriented, ERP (Enterprise Resource Planning), Electronic Data Interchange (EDI), Finance, Financial Analysis, Financial Operations, Health Maintenance, High School Diploma, Major Accounts, Manufacturing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Order Management, Order/Customer Fulfillment, Past Due Accounts, Presentation/Verbal Skills, Reconciliation, Risk Analysis, Sales, Team Player, Technical Accounting, Time Management, Unapplied Cash, Writing Skills
LOCATION
Fountain Valley, CA
POSTED
2 days ago
Accounts Receivable (AR) Specialist Position Summary
We are seeking a detail-oriented and proactive Accounts Receivable (AR) Specialist to manage our in-house collections and core AR functions. In this role, you will play a critical part in maintaining healthy cash flow, resolving billing discrepancies, and partnering across departments to ensure a seamless financial operation. The ideal candidate is an excellent communicator who thrives in a collaborative environment and possesses a strong analytical mindset.
Essential Duties and Responsibilities

  • Collections & Dispute Resolution: Manage all aspects of the collections process, including making professional collection calls on delinquent accounts, resolving disputes, and efficiently clearing outstanding balances.

  • Cross-Functional Collaboration: Partner closely with Customer Service, Sales, and Shipping departments to thoroughly research and resolve shipping claims and process credit card refunds.

  • Account Reconciliation: Routinely review customer statements and aging reports; investigate and reconcile unresolved receivables, including unapplied cash, account deposits, and refunds.

  • Financial Analysis: Evaluate high-risk accounts and calculate quarterly reserves for the allowance for doubtful accounts.

  • EDI Management: Monitor and collaborate with Customer Service and IT departments to ensure accurate and timely Electronic Data Interchange (EDI) billing for major accounts.

  • Adjustments & Ledger Integrity: Process miscellaneous debit/credit memos and ledger adjustments related to invoice corrections; manage invoicing, daily cash deposits, and cash postings.

  • Order Management Support: Assist in reviewing and releasing credit-pending orders to ensure timely customer fulfillment.

  • Audit & Project Support: Support the finance team during annual and year-end audits, as well as contributing to special accounting projects.
Qualifications
To perform this job successfully, an individual must be able to execute each essential duty with a high degree of accuracy and professionalism. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Communication: Exceptional verbal and written communication skills with a proven ability to handle sensitive financial conversations diplomatically.

  • Technical Expertise: Prior experience working with EDI billing systems.

  • Industry Experience: A background in a manufacturing environment is highly preferred.
Education and Experience

  • High school diploma or GED with up to 10 years of progressive work experience.

  • Preferred: Associate’s Degree (AA) or Technical Certification in Accounting, or equivalent relevant work experience.
Computer Skills

  • MS Office: Must be highly proficient in Excel, Word, PowerPoint, and Outlook.

  • ERP Systems: Knowledge of Epicor Kinetic (or similar ERP software) is a strong plus.

About the Company

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Helpmates