A/R Clerk

Express Employment Professionals - McAllen, TX

Full-time

McAllen, TX

Administrative and Support Services

About the position

The Accounts Receivable Clerk will be responsible for managing the accounts receivable process, which is essential for maintaining the financial health and stability of our company. This role involves a variety of tasks including invoicing customers, processing payments, and resolving discrepancies that may arise. The ideal candidate will have experience with QuickBooks Online and will play a crucial part in ensuring that all financial transactions are accurately recorded and processed in a timely manner. In this position, the Accounts Receivable Clerk will generate and distribute accurate and timely invoices to customers, ensuring that all invoices are reviewed and verified for accuracy, completeness, and compliance with company policies. The role also requires processing customer payments through various methods such as checks, credit card transactions, and electronic transfers. The clerk will reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted, which is vital for maintaining accurate financial records. Additionally, the Accounts Receivable Clerk will investigate and resolve any billing discrepancies or issues that may arise with customers. This includes following up with customers regarding outstanding balances and past due invoices, maintaining accurate records of customer transactions and interactions, and preparing aging reports to assist with month-end closing procedures. Collaboration with other departments, such as sales and operations, will also be necessary to address customer inquiries and resolve issues effectively. The clerk may also assist with special projects and tasks as assigned by management.

Responsibilities

• Generate and distribute accurate and timely invoices to customers
• Review and verify invoices for accuracy, completeness, and compliance with company policies
• Process customer payments, including checks, credit card transactions, and electronic transfers
• Reconcile accounts receivable ledger to ensure all payments are accounted for and properly posted
• Investigate and resolve any billing discrepancies or issues with customers
• Follow up with customers regarding outstanding balances and past due invoices
• Maintain accurate records of customer transactions and interactions
• Prepare aging reports and assist with month-end closing procedures
• Collaborate with other departments, such as sales and operations, to address customer inquiries and resolve issues
• Assist with special projects and tasks as assigned by management

Requirements

• High school diploma or equivalent required; Associate's or Bachelor's degree in Accounting, Finance, or related field is a plus
• Previous experience in accounts receivable or related accounting role preferred (at least 1 year)
• Knowledge of accounting principles and practices
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Experience with accounting software (e.g., QuickBooks Online)
• Excellent communication and interpersonal skills
• Strong attention to detail and accuracy
• Ability to prioritize tasks and meet deadlines in a fast-paced environment
• Problem-solving skills and ability to resolve issues independently
• Knowledge of logistics industry practices and terminology is a plus
• Bilingual (Spanish and English)