Accounts Receivable Specialist

Kelley Create is a dynamic and innovative business technology company dedicated to helping our partners grow their businesses while supporting the wild success of our co-workers and ourselves. We pride ourselves on delivering exceptional customer service and are committed to driving growth and success in our industry. We seek a talented and detail-oriented **Accounts Receivable Specialist** to join our team. This role is responsible for the timely and accurate posting of all cash receivables and customer payments. The **Accounts Receivable Specialist** will address collection issues with customers and resolve any payment discrepancies as necessary. **Job Duties and Responsibilities:** - Process daily receivables: - Promptly and accurately process all incoming wires, ACH, checks, and cash according to current procedures. - Review, obtain approval, and file daily transaction reports according to company retention schedule. - Accurately audit petty cash each month. - Payment discrepancy resolution - Provide prompt follow-up with customers and lease companies on payment discrepancies. - Ensure customer contact and notes are updated. - Work with the appropriate department and Controller on irresolvable discrepancies. - Manage accounts receivable aging: - Make outgoing calls to customers to acquire payment status according to current procedure or as directed by management. Ensure customer contact and notes are updated. - Promptly follow up with customers who do not make their commitment. - Maintain current knowledge on all aged items; follow up as necessary with appropriate individuals. - Make an average of 10 collection calls per day; send out collection notices according to company procedures and guidelines. - Process credit card transactions according to company and accounting department procedures. - Process credits and adjustments accurately and in accordance with company policy. **Requirements:** - 3+ years of experience in accounts receivable or related financial role. - Bachelor’s degree in accounting, Finance, or related field preferred but not required. - Advanced proficiency in Microsoft Excel, including experience with functions such as VLOOKUP, PivotTables, and Formulas. - Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy. - Excellent communication and interpersonal skills. - Ability to work independently and as part of a team in a fast-paced environment. - Strong organizational and time-management skills. - Familiarity and experience with accounting software and ERP systems, preferably e-automate but not required. - Knowledge of industry best practices and regulations related to accounts receivable. **Competencies:** To perform the job successfully, an individual must demonstrate the following competencies to perform the essential functions of this position. - Customer service—the individual manages difficult client situations, responds promptly, solicits feedback to improve service, responds to service requests, and meets commitments. - Communication – Good listening; successfully working with difficult customers with diplomacy and tact. - Problem-solving—the individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully. - Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently. - Quality control—the individual demonstrates accuracy and thoroughness, monitors their own work to ensure quality, and applies feedback to improve performance. - Quantity—meets productivity standards and completes work in a timely manner. - Adaptability—the individual adapts to changes in the work environment, manages competing demands, and can deal with frequent change, delays, or unexpected events. - Dependability—the individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedba…