Accounts Receivable Specialist

ACCOUNTS RECEIVABLE SPECIALIST

Provide accounts receivable support.

An associate's degree is required, along with knowledge of basic accounting functions and basic Excel skills. Previous experience using Salesforce is desirable but not required.

• Basic accounting principles and concepts.
• Sufficient vision to read, enter, research, and match customer cash receipts with system documentation.
• Must have strong computer skills.
• Ability to cross-train with other positions in the accounting department.
• Ability to organize and prioritize workload in a demanding business environment.
• Ability to complete assigned tasks accurately and in a timely manner.
• Precise attention to detail.
• Excellent communication skills.
• Self-starter who is an adaptable team player and capable of multitasking with little or no supervision.
• Ability to meet or exceed tight project deadlines.

• Close daily sales, create invoices in Salesforce, and reconcile to billing support data.
• Process, post, and match daily credit card payments and cash receipts in Salesforce.
• Accurate and timely processing of Drop Ship Purchase Orders in Salesforce
• Complete monthly invoices for Programs, IT, and Warehouse
• Review daily reports to ensure company compliance with revenue recognition
• Examine customer service case notes against customer credit notes prior to issuing
• Handle sensitive data and information, such as credit card numbers, safely and with the highest level of discretion so that no company or customer data is put at risk.
• Assist the Accounts Receivable Manager in maintaining a clean and accurate AR Aging report with regular review and follow-up.
• Review, research, and reconcile customer account discrepancies.
• Provide prompt follow-up, both internally and externally, on customer inquiries and requests.
• Provide back-up for other positions, cross-trained for, within the accounting department.
• In the absence of the Accounts Receivable Manager report any department issues to the Controller.
• Maintain proficiency with technology used in the day-to-day operation of the Accounting department, including Microsoft Excel, Microsoft Word, Gmail, Salesforce, and credit card processing software.
• Communicate with customers, staff, and other stakeholders in a manner that is both effective and professional.
• Follow all Bosma policies, processes, and procedures.
• Suggest new policies and procedures as needed to address Bosma's evolving mission-driven business.
• Effectively manage and adapt to change within the organization with a positive attitude.
• Ensure work is done accurately and in a timely manner.
• Perform work that is consistent with Best Practices
• Perform other duties as assigned.

• Action-Oriented - take strategies and ideas, develop plans and turn them into reality
• Resilient - bouncing back from difficult situations, maintaining a positive outlook and finding a way forward, requires courage and commitment

Opportunity

• I will communicate in a way that makes others feel respected, valued and heard.
• I will actively listen to others when they communicate with me.
• I will work together with others to achieve our goals.
• I will be open to change as it will support the Bosma Mission and Vision
• I will take risks when necessary.

Accountability

• I will arrive on time for my shift and be ready to work.
• I will help my coworkers.
• I will acknowledge my mistakes and work to correct them.
• I will work on solutions to problems and communicate them to my leader respectfully and collaboratively
• I will be willing to accept constructive feedback to improve my performance.
• I will perform to the expectations outlined in my role.

Innovation

• I will conduct myself at work in a way that creates a positive outlook.
• I will have an open mind to changes that provide benefits and opportunities to others.
• I will challenge myself to be curious and a lifelong learner.
• I will positively collaborate with others.

The employee filling this position has been authorized by the Bosma Management Team to perform the job duties listed in this job description.