Accounts Receivable/Collection Specialist

Crucial Learning And Safety Services Limited - Provo, UT

Full-time

Provo, UT

About the position

As the Accounts Receivable/Collection Specialist at VitalSmarts, you will play a crucial role in managing routine accounts receivable activities. Your primary responsibilities will include receiving, reviewing, and routing invoices for approval, as well as entering these invoices into the company's ERP system. You will also focus on minimizing bad debt risk while maximizing the collection of outstanding payments. This position requires a keen ability to analyze credit conditions across multiple accounts and generate reports for senior management's review. Additionally, you will be responsible for processing payments received from clients and ensuring they are allocated to the correct accounts. In this role, you will participate in the monthly closing process, which includes bank reconciliation and revenue accruals. You will support the financial audit process by researching transactions as requested and reconciling vendor statements and general ledger accounts. A significant part of your duties will involve reviewing and approving or rejecting sales orders for accuracy before generating invoices. You will conduct collection calls and emails to collect accounts receivable, negotiate customer disputes to resolution, and document the root causes of these disputes. Your ability to remove customer obstacles to payment by collaborating with internal partners will be essential. You will be expected to maintain accurate and timely records of your collection progress, detailing client interactions, promises made, and follow-ups. Providing outstanding customer service to both internal and external customers is a key aspect of this role. You will also have the opportunity to participate in major department projects and take an active role in cross-functional teams aimed at driving quality improvements and process initiatives. Other duties may be assigned as required, making this a dynamic and engaging position.

Responsibilities

• Participate in monthly closing including bank reconciliation and revenue accruals
• Support the financial audit process by researching transactions as requested
• Reconcile vendor statements and general ledger accounts
• Review and approve/reject sales orders for accuracy and generate invoices
• Conduct collection calls and emails to collect Accounts Receivables
• Negotiate customer disputes to resolution and document root cause
• Remove customer obstacles to payment by working with internal partners to resolve
• Record accurately and timely the progress of collections by client and by invoice
• Provide outstanding customer service to internal and external customers
• Participate in major department projects and take an active role in cross-functional teams to assist in driving quality improvements, processes, and initiatives
• Perform other duties as may be required

Requirements

• Associate/Bachelor's Degree in Accounting or equivalent work experience
• 1-3 years of relevant accounts payable and accounts receivable work experience preferred
• NetSuite and QuickBooks ERP experience preferred
• Proficient use of Microsoft Office programs including Word, Outlook, and Excel skills
• Excellent analytical, problem solving, and organizational skills
• Versatile, dependable, flexible team player
• Ability to communicate and interact effectively with all organizational levels and across departments
• Ability to secure prompt payment from customers while employing commercial sensitivity, business acumen, and good judgment
• Able to work in a fast-paced environment