Accounts Receivable Generalist

Job Posting

Location: Mineola NY

Hours: M-F 8-5

Pay: Up to 70K/yr DOE

Job Description

Performs routine accounting practices to process accounts receivable. This position will process and manage payments received and provide related accounting support. Correspond with customers/vendors via email and phone. Communicate and assist project managers and other key company employees to answer questions regarding client/vendor/subcontractor receivables.

PRIMARY FUNCTION

Provides financial, clerical and administrative services to ensure efficient, timely and accurate payment of accounts under his or her control. Ability to positively impact company cash cycle, increase cash flow, reduce DSO, reduce bad debt and write offs.

DESIRED COMPUTER SKILLS

• ERP / CRM knowledge (Viewpoint Spectrum and Salesforce).

KEY TASKS AND RESPONSIBILITIES

• Track and resolve outstanding payment issues
• Generate weekly aging reports in a timely manner
• Make daily collection calls
• Conduct account research and analysis
• Prepare and maintain various reports
• Identify and execute the necessary process adjustments
• Reconcile A/R to G/L
• Research and resolve payment discrepancies
• Lien Waivers and Joint Checks
• Software experience
• Ability to process and follow-up on rush items.
• Maintain accounts receivable files.
• Special projects as assigned.
• Billing for various job types to include Time & Material, Man Hour, Unit and Lump Sum jobs.
• Manage and process incoming payments, ensuring accurate application to customer accounts using Vista ERP software.
• Set up jobs in ERP software.
• Establish and maintain customer files within Vista.
• Assist with audits and other projects as needed.
• Help with monthly sales tax filings.

QUALIFICATIONS

• Must have strong attention to detail with a high level of accuracy and process efficiency.
• 3-5 years construction (preferably HVAC) with accounts receivable or related accounting experience.
• Intermediate experience with Adobe and MS Office, especially Excel.
• Excellent data entry skills.
• A relationship builder who interacts with our internal clients to provide billing support.

Resources

Click here to learn more about Crete United: https://youtu.be/eArEfojheAc

Benefits

• Medical
• Dental
• Vision
• 401K
• Life, short-term, and long-term disability
• Opportunity for growth
• 8 paid holidays & PTO

Equal Opportunity Employer

Dynaire, a Crete United company, is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. Women and minorities are encouraged to apply.