Accounts Receivable Lead (Bilingual Preferred)

Location

Coppell, TX | United States

Job description

SUMMARY OF FUNCTIONS:

Under the general direction of the Accounting Operations Manager, the Accounts Receivable Lead provides headship, hands-on coaching, and guidance to the credit and cash application team(s), while fostering culture of accountability, professional development, and high performance.

KEY RESPONSIBILITIES:

• Help with preparation and submissions of monthly customer invoices and statements.
• Make collection calls as needed.
• Reconciles invoices and outstanding balances in third party customer portals.
• Generate weekly aging reports.
• Help with cash applications.
• Monitor company's outstanding accounts.
• Validate account discrepancies by obtaining and investigating information from sales.
• Help with entries of authorized deductions/credits to customer accounts.
• Research and negotiate chargeback claims.
• Handle sensitive information in a confidential manner.
• Provide support for internal and external audits.
• Verify payments are applied to accounts accurately and monitor refunds.
• Complete special requests and projects that support and advance our service and quality initiatives.
• Provide support to management with regards to analysis, planning, reporting, and development of resources
• Identify, gather, assess, and analyze data used for various reports. Incorporates data and ideas into either formal or informal reports.
• Help develop process improvements to increase efficiency and cost savings.
• Perform other duties as assigned by Accounting Operations Manager.

SKILLS/KNOWLEDGE/EXPERIENCE REQUIRED:

1. Must have strong data entry skills
2. Must have strong written and verbal communication skills
3. Must be comfortable with MS Office applications
4. Must have competence in financial and bookkeeping software
5. Bilingual; fluency in both English & Spanish highly preferred
6. A self-motivated individual driven by challenge and the ability to work independently.
7. Knowledge of internal controls.
8. Ability to streamline/automate transaction processing and recording.
9. Effective verbal, written and interpersonal communications skills.
10. Strong analytical, problem solving and decision-making capabilities.
11. Ability to manage financial system projects, set priorities and goals, monitor performance against goals and standards.
12. Ability to handle confidential information responsibly.
13. Recent accounts receivable experience highly preferred
14. Understanding of current accounting trends highly preferred
15. Advanced knowledge in Excel highly preferred
16. Good math skills and the ability to spot numerical errors highly preferred.
17. Prior lead experience within a similar role a plus
18. Work experience as a Staff Accountant a plus
19. Prior experience working in Microsoft Dynamics (AX) a plus.
20. Organization skills extremely important

PHYSICAL DEMANDS | WORK ENVIRONMENT:

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.

Environment: Standard office setting; exposure to computer screens.

Physical: Primary functions require sufficient physical ability to work in an office setting; stand or sit for prolonged periods of time; operate office equipment including extensive use of a computer keyboard and 10-key calculator.

Vision: See in the normal visual range with or without correction; vision sufficient to read computer screens and printed documents.

Hearing: Hear in the normal audio range with or without correction.

Job tags

Salary