Accounts Receivable Specialist

Arey Jones Educational Solutions - San Diego, CA

Full-time

San Diego, CA

Professional, Scientific, and Technical Services

About the position

Arey Jones Educational Solutions is a national technology solutions provider to the K12 education sector, and we are seeking an Accounts Receivable Specialist to join our team. This role is crucial in monitoring and collecting accounts receivable payments, ensuring that our financial records are accurate and up-to-date. The ideal candidate will be organized, dedicated, and resourceful, possessing excellent problem-solving and customer service skills. In this position, you will be responsible for maintaining accounts receivable customer files and records, preparing bank deposits, processing credit card payments, and recording and posting customer payments. You will also verify and process refund requests, investigate and resolve customer inquiries in a timely manner, and review accounts receivable aging reports to identify past-due accounts. Communication is key, as you will contact customers via phone and email regarding the payment status of invoices, send copies of invoices and proof of delivery, and research discrepancies between payments made and invoices. Additionally, you will maintain accurate records of all collection activities, produce reports as required by management, and provide support for audits. This role may also involve performing other related duties as assigned, making it essential for the candidate to be adaptable and willing to take on various tasks as needed.

Responsibilities

• Maintain accounts receivable customer files and records.
• Prepare bank deposits.
• Process credit card payments.
• Record and post customer payments.
• Verify and process refund requests.
• Process adjustments.
• Investigate and resolve customer inquiries in a timely manner.
• Review accounts receivable aging report to identify past-due accounts.
• Contact customers via phone and email regarding the payment status of invoices.
• Send copies of invoices and proof of delivery to customers.
• Research discrepancies between payments made and invoices.
• Maintain accurate and up-to-date records of all collection activities.
• Produce reports as required by management.
• Provide support for audits.
• Perform other related duties as assigned.

Requirements

• A high school diploma; Associate's or Bachelor's degree in Accounting preferred.
• At least two years of accounts receivable collections experience.
• Excellent organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Ability to anticipate work needs and interact professionally with customers.
• Ability to work independently and in a fast-paced environment.
• Proficient in Microsoft Word, Excel, and Outlook as well as accounting software; Knowledge of SAGE100 preferred.