Job Description
Qualifications:
- Strong knowledge of accounting principles and collections practices.
- Proficiency in Microsoft Excel and accounting software (Sage, SalesForce, Service Channel, preferred).
- Excellent communication, negotiation and customer service skills.
- Strong attention to detail and organizational abilities.
- Ability to work independently and handle multiple priorities and tight deadlines.
- Punctual and reliable.
- Solid numeracy skills.
- Skilled at multitasking and data management.
- Excellent problem-solver.
- Trustworthy and maintains confidentiality.
Physical Requirements:
- Prolonged sitting.
- Frequent telephone, must be able to speak and hear well enough to communicate with others.
- Must be able to see well enough to read the computer screen.
- Grasping/Feeling: must be able to write, type, manipulate a mouse and use telephone system.
- Ability to think and process information quickly, clearly and accurately.
Key Responsibilities, Tasks and Activities:
- Responsible for helping support all accounting and financial functions and associated systems.
- Monitor accounts receivable aging reports and identify overdue accounts.
- Proactively contact customers via phone and email to collect outstanding balances.
- Resolve billing discrepancies and disputes in a timely and professional manner.
- Document all collection activities, payment promises and customer communications in the system.
- Coordinate with sales and service to address and resolve customer concerns.
- Process payments, apply cash receipts and issue statements or invoices as needed.
- Recommend accounts for escalation, collections agency placement, or write-offs.
- Verify receipt of Purchase Orders prior to invoicing for equipment and installation, including verification of correct serial numbers, price and quantity.
- Handle Sage invoicing, including the scanning of all invoices into DocRecord, with notations in Salesforce.
- Create various billings, including: dummy billing, contractor billing, online billing; ensure that all billings are scanned into DocRecord and noted in Salesforce.
- Process and apply credit memos as applicable and manage portal billing submissions as required.
- Receive and process Preliminary Notices, including: put job numbers on, enter owner information into Salesforce, and scan into DocRecord.
- Maintain accounting folders and additional filing, including: new folders, hardcopies of billing, releases, preliminary notice.
- Respond to phone calls, emails and faxes for billing, revised billing, releases.
- Other duties as assigned.
Job Tags
Full time, For contractors,