AR/Collections Specialist

Job Summary: We are seeking a detail-oriented and organized Accounts Receivable/Collections Specialist to join our finance team. The ideal candidate will be responsible for the timely and accurate processing of customer invoices and payments, monitoring accounts receivable, collecting outstanding balances, and resolving billing discrepancies. Responsibilities include reviewing customer account information, correcting errors, processing invoices and credit memos, preparing reports, and performing other administrative tasks. The ideal candidate is an excellent communicator with strong attention to detail, exceptional organizational skills, and a commitment to accuracy and customer service.

Responsibilities: Manage the accounts receivable process by monitoring customer accounts, reviewing aging reports, and proactively contacting customers via phone and email to collect outstanding balances while maintaining positive customer relationships. Investigate and resolve billing discrepancies, payment disputes, and account issues by collaborating with Sales, Operations, Customer Service, and customers to ensure timely resolution. Process customer invoices, credit memos, payments, and account adjustments, while reconciling customer accounts and maintaining accurate financial records. Process customer credit applications and assist with credit reviews and account setup as assigned. Maintain detailed documentation of collection activities, customer communications, payment statuses, and account records. Prepare and analyze accounts receivable reports, aging reports, collection updates, and other financial reports to support management decision-making. Manage shared department inboxes and respond to customer and internal team inquiries accurately and in a timely manner. Maintain customer sales tax exemption certificates and ensure documentation remains current and compliant. Identify delinquent accounts and take appropriate action to facilitate timely payment and reduce outstanding receivables. Perform other job-related duties and responsibilities as assigned by management.