Accounts Receivable Specialist

Unclassified - Bensenville, IL

Full-time - Entry Level

Bensenville, IL

About the position

Lesman Instrument Company (A Kele Company), a nationwide provider of process control valves, industrial instrumentation, and analytical instrumentation, is seeking an Accounts Receivable Specialist to join our team in Bensenville, IL. The Accounts Receivable Specialist will play a crucial role in managing customer payments and transactions related to accounts receivable. This position involves preparing, posting, verifying, and recording customer payments, ensuring that all financial records are accurate and up-to-date. The specialist will be responsible for submitting invoices to customers through various channels, including email, mail, or customer portals, and maintaining comprehensive customer records, which may include updates on name or address changes, mergers, or specific mailing instructions. In addition to managing customer records, the Accounts Receivable Specialist will record collection activities in the company's ERP systems, create credit memos, and process credit applications. A key responsibility will be to maintain sales tax certificates and ensure that sales tax rates are updated in the ERP system. The specialist will also follow up on delinquent accounts, ensuring that all financial records, including accounting, receivable, and credit records, are accurate and current. Following established guidelines, the specialist will review and update account statuses as necessary and will be expected to run various reports on a weekly, monthly, and as-needed basis. This role requires attention to detail and the ability to work independently while managing multiple tasks effectively.

Responsibilities

• Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.
• Submits invoices to customers via email, mail, or customer portals.
• Maintains and updates customer records, including name or address changes, mergers, or mailing attentions.
• Records collection activity in the company's ERP systems.
• Creates credit memos and processes credit applications.
• Maintains sales tax certificates and ensures that sales tax rates are updated in ERP.
• Follows up on delinquent accounts and updates financial records including accounting, receivable, and credit records.
• Follows established guidelines to review and update account status.
• Runs various reports weekly, monthly, and as needed.

Requirements

• 1 year of related work experience in accounts receivable or a similar field.
• Associate's degree or applicable certification in finance or accounting.
• Proficiency in Microsoft Office, including Word, Excel, and Outlook.
• Ability to learn and use company-specific software.

Nice-to-haves

• Two to four years of undergraduate work or an associate's degree in a related field.

Benefits

• Health savings account
• AD&D insurance
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• Flexible spending account
• Tuition reimbursement
• Paid time off
• Vision insurance
• 401(k) matching