Accounts Receivable Specialist

Summary / Position Purpose:

The Accounts Receivable Specialist is responsible for the incoming payment transactions and the collection of the outstanding accounts receivable for our customers. This position handles customer service issues by interacting with the customers and internal department teams to manage the accounts receivable processes. Acts as a point of contact for our customers, maintaining a positive image and providing customer-obsessed service.

Essential Duties, Functions and/or Responsibilities:

• Prepare, post, verify and record customer payments and transactions
• Perform account reconciliations & create reports using Excel
• Investigate and resolve any irregularities or inquires on customer accounts
• Process accounts and incoming payments in compliance with financial policies
• Issue refunds and process RMAs into MAS
• Manage PayPal disputes & contact customers with past due invoices
• Review and approve sales tax exempt certificates
• Mail invoices to customers
• Process reauthorizations for credit cards
• Work on additional tasks and projects assigned by Accounts Receivable Coordinator

Education and/or Work Experience Requirements:

• High school diploma or GED required.
• Associates/Bachelor's degree in related field preferred, but not required.
• 1 year accounts receivable and general accounting procedures experience required
• Customer service experience required, excellent verbal and written communication
• Prior experience working with Excel spreadsheets, internet applications and various systems
• Strong organizational skills and ability to meet deadlines and prioritize responsibilities
• Excellent computer skills using Excel proficient, Word, email, Sage 100 a plus
• Strong problem-solving and research skills, ability to multi-task
• Experience working in a fast-paced, team environment, and positive attitude

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state, and local standards.

TestEquity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.