Insight Material Handling - Costa Mesa, CA

posted 2 months ago

Full-time - Mid Level
Costa Mesa, CA

About the position

The A/R Specialist at Insight Material Handling plays a crucial role in managing accounts receivable processes, ensuring accurate billing and collections for lease contracts. This position involves preparing, analyzing, and reviewing lease contracts to facilitate billing through Leasewave, the company's leasing software. The A/R Specialist will be responsible for analyzing and processing various miscellaneous billings related to new lease contracts, including pro-rata and interim rent, freight re-bills, recycle fees, admin fees, chargebacks, and upfront sales tax rebills. It is essential to attach supporting documentation when applicable to ensure transparency and accuracy in billing. In addition to billing responsibilities, the A/R Specialist will work collaboratively with other departments to resolve end-of-term disputes, tax variances, cash posting corrections, and asset location changes. The role requires processing monthly billing by submitting system-generated rental invoices via email and through various vendor portals. The A/R Specialist will manage a designated portfolio to ensure that all customers are in good standing, drafting correspondence for collections when customers become past due and escalating non-responsive customers or delinquent balances internally. The position also involves participating in the month-end close process, ensuring that all billing, including renewals and rewrites, contract billing adjustments, changes, and amendments, are completed and posted to the appropriate accounting period. Maintaining customer maintenance records and utilizing LeaseWave to document all changes is a critical aspect of this role. The A/R Specialist will also be responsible for explaining and resolving routine to complex billing or collection-related issues and questions, handling inbound and outbound communications via phone and email in a timely and professional manner.

Responsibilities

  • Prepare, analyze and review lease contracts for billing through Leasewave.
  • Analyze, verify and process all miscellaneous billings related to new lease contracts.
  • Work internally with other departments to resolve end of term disputes and tax variances.
  • Process monthly billing by submitting system-generated rental invoices via email and vendor portals.
  • Manage designated portfolio to ensure all customers are in good standing.
  • Draft correspondence for collections when customers become past due.
  • Review weekly published coverage listings to confirm recent coverage on accounts.
  • Participate in month-end close process ensuring all billing is completed and posted correctly.
  • Prepare and maintain all customer maintenance records in LeaseWave.
  • Explain and resolve routine to complex billing or collection related issues.

Requirements

  • Moderate proficiency with MS Outlook and MS Excel.
  • Experience with online portals (e.g., SAP ARIBA).
  • Accounts Receivable background.
  • Leasing or other Finance industry experience is a plus.
  • Strong understanding of basic Accounting principles.
  • Bachelor's degree in Accounting/Finance preferred.
  • Minimum of 4-5 years of collection/customer service experience.
  • Strong attention to detail.
  • Problem solving and decision-making abilities.
  • Ability to identify trends and relationships within accounting and/or lease data.

Nice-to-haves

  • Experience in the leasing industry.
  • Familiarity with Leasewave software.
  • Strong interpersonal skills for customer service.
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