POSITION SUMMARY:
The AR Specialist is responsible for maintaining and updating customer records. Fostering and maintaining relationships with CPDB customers and franchisees. Processing and reviewing billing and payment records to ensure financial statements are accurate,
ESSENTIAL FUNCTIONS:
· Primary Duties & Responsibilities:
– Maintain and update customer records for CPDB and Franchisees.
– Salesforce customer reports reconciliation and updates.
– CPDB customer cash applications.
– Accurate processing of assigned billing files.
– Monitor assigned accounts for delayed payment and collaborate with franchisees to resolve.
– Data collection for new customer account approvals.
– Investigate and resolve disputes in payments or accounts.
– Active role in system testing, report development and implementation.
– Active role in the month-end closing process.
– Credit and debit memo processing.
– Maintain SOPs for areas of work.
– All other duties as needed or required.
MINIMUM QUALIFICATIONS AND JOB REQUIREMENTS
- 5-7 years of accounts receivable experience.
- Business or finance degree preferred.
- Understanding of AR transactions.
- Intermediate knowledge of Microsoft Office Suite.
- Strong written and oral communication skills.
- Ability to multitask and prioritize workload.
- Ability to work independently and collaboratively with different levels of team members.
- Detailed oriented and organized.
- Familiarity with accounting ERP systems.