About the job
Provide financial, administrative, and clerical support for one or more Shared Services companies by ensuring payments for goods and services are received, transactions are properly recorded by posting receipts and discrepancies are solved according to established policies and procedures in an efficient, timely and accurate manner. This position requires a high level of analytical skills, researching, communicating, planning, and processing independently with confidence and decision making daily.
Duties & Responsibilities include, but are not limited to:
- Run and review accounts receivable aging report regularly to identify and address outstanding accounts
- Able to effectively communicate; verbal, listening and written skills
- As a key contact for assigned accounts we require an ability to establish and cultivate relationships with wholesalers, vendors, internal and external customers.
- In this role you will be the key contact and driver with establishing workflows, creating contacts with wholesalers and business partners, creating point of contact data base, and keeping it updated, creating, and documenting a user manual for this role.
- Technically proficient to navigate and process in company portals
- Attending weekly meetings, able to give complete status updates on accounts and status updates
- Updating complex excel reports daily and keeping management updated
- Resolve valid or authorized deductions by booking adjusting entries
- Verify customer payment deductions and contact to resolve any discrepancies
- Email statements and collect on accounts by sending overdue invoices and communicating with customers as needed
- Review bank transactions daily. Post customer payments to the appropriate general ledger accounts by recording check batches, credit card transactions and electronic transfers in the accounting software
- Reconcile the receivable ledger to ensure that all payments are accounted for and properly posted
- Resolve collections by proposing and executing customer payment plans, reviewing payment history and credit lines. Work with credit collections company as needed
- Investigate account discrepancies by obtaining and reviewing information from sales, customer service departments and customers
- Respond to and assist with internal requests from the sales, customer service and other teams
- Respond to and assist with external requests from customers in a professional and timely manner
- Generate monthly, quarterly or annual financial statements and reports detailing paid and unpaid invoices and other accounts receivable activity
- Prepare, verify, and process invoices for sales or services rendered as needed
- Protect organization’s value by keeping information confidential
- Assist with periodic third party audits, providing supporting documentation
- Ensure accurate and complete customer information is maintained in the ERP
- Identify inefficiencies and propose solutions
- Additional ad hoc tasks and projects as assigned
Set yourself apart
You possess the following qualifications, background and abilities:
- High School Diploma or GED required
- Associates Degree or equivalent from a two-year college or technical school preferred
- 5 years of accounts receivable experience
- Technically skilled to operate in multiple ERP and various systems
- Knowledge of general accounting principles
- Proficiency in Microsoft Excel and Microsoft Word
- Analytical skills, In-depth organization and decision making
- Flexibility to assist any of the companies supported by the Shared Services team
- High degree of accuracy, attention to detail and confidentiality
- Excellent data entry skills
- Effective verbal, listening and written communication skills
What’s on offer?
Fagron offers exciting opportunities for personal and professional growth. We provide an open and truly dynamic environment which supports and encourages you to develop your skills and talents.
Equal Opportunity Employer, including Disability/Vet