Accounts Receivable/Billing Specialist

POSITION OVERVIEW 

The Accounts Receivable (AR)/Billing Specialist is responsible for ensuring that all shipments and services provided are invoiced timely and accurately. The specialist will be an integral part of ensuring that the AR records are accurate by reviewing discrepancies and following up with customers on past-due balances. This role supports multiple departments by ensuring accurate billing and providing guidance on billing-related matters. 

ESSENTIAL FUNCTIONS 

The duties identified below are the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Billing 

• Ensure timely and accurate invoicing for all products and services 
• Maintain billing files and documentation 
• Track and apply sales promotions 
• Issue credits for customer returns, pricing adjustments, and promotions 
• Maintain invoice contacts and resolve invoice delivery issues in Salesforce 
• Ensure AR activities comply with all relevant laws, regulations, and policies 

Accounts Receivable Management 

• Support customer collection efforts, ensuring thorough documentation and adherence to internal accounting practices 
• Interface with Sales and Customer Experience teams to resolve account issues and ensure accurate account status 
• Respond to customer inquiries regarding invoices or payments 
• Reconcile AR ledger with the general ledger monthly 

Sales & Use Tax Reporting – All Subsidiaries 

• Prepare and submit monthly tax returns 
• Reconcile general ledger tax accounts monthly 
• Maintain exemption certificates for all customers 

Miscellaneous 

• Serve as backup support for other accounting functions 
• Assist with year-end and internal audits 
• Maintain strict confidentiality 
• Perform additional duties as assigned 

QUALIFICATIONS 

To perform this position successfully, an individual must demonstrate regular, predictable attendance and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge and skill required. The individual must be able to successfully pass drug screens and background checks if requested. 

EDUCATION/CERTIFICATION/LICENSURE 

• Associate’ or Bachelor’s degree in accounting or related area 

EXPERIENCE REQUIRED 

• 2+ years in an accounting related field 

KNOWLEDGE & SKILLS REQUIRED 

• Strong understanding of accounting principles and terminology 
• Accurate and efficient with data entry and basic math calculations 
• Excellent attention to detail, accuracy, and organizational skills 
• Effective communicator with strong interpersonal and customer service skills 
• Proactive, self-motivated, and able to manage multiple priorities independently 
• Solid problem-solving and time management abilities 
• Comfortable working in a fast-paced, team-oriented environment 
• Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint); experience with Great Plains Dynamics preferred 
• Willingness to learn and adapt to new tools or processes 

PHYSICAL REQUIREMENTS 

To accomplish the essential functions of the position, one must be physically able to operate or work with computers, calculators, reference books, computer software applications, phones and other standard office equipment. The physical activities of the position include talking, reaching, grasping, light lifting, bending, squatting, and other repetitive motions. 

WORKING CONDITIONS 

• Work is considered primarily non-physical and performed mainly in a professional office environment with rare exposure to environmental factors. 
• Minimal safety hazards with general office working conditions. 
• Travel is not required for this position 

INTENT & FUNCTION OF POSITION DESCRIPTIONS 

This position description is intended to cover the most significant aspects of the position. There may be additional responsibilities assigned beyond those stated in this position description. The company reserves the right to modify the role, responsibilities, requirements and position status as compliance regulations or business needs dictate. 

Position descriptions assist the company in assuring the hiring process is administered fairly and qualified candidates are selected. They are essential to effective performance management and compensation systems. 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the team member or others or which would impose undue hardship on the company. Position descriptions are not intended as and do not create employment contracts. The company maintains its status as an at-will employer and employment separations can occur for any reason not prohibited by law.