Accounts Receivable Lead

RESPONSIBILITIES AND DUTIES:

• Maintain comprehensive knowledge of company operations, customers, products, and equipment; including operational characteristics which affect pricing.
• Knowledge and understanding of all applications in the accounting platform with ability to supervise and/or training assigned team members effectively
• Administer clerical tasks and communication with factoring company, ensuring return on investment is satisfied
• Maintain department KPIs (key performance indicator)
• Assist with implementing an effective framework for balancing workload assignments, team member scheduling, and work distribution
• Process adjustments and write offs, ensuring communication and retraining to resolve root cause issues
• Oversee and coordinate the AR email inbox to maintain key information and ensure timely responses
• Oversee and conduct escalation calls with customers to solicit payment, negotiate repayment, follow up on progress, and escalate for external collections agencies as needed.
• Ensure accuracy with customer payments and transactions related to accurate receivables.
• Prepare and monitor weekly AR Summary report to identify delinquent accounts, ensure all accounts are actively being worked, and collections issues are addressed in a timely manner to maintain KPI
• Ensure coordination between all stakeholders to maintain accurate internal customer files including name or address changes, mergers, or specific invoice requirements 
• Collaborate with other internal departments such as customer service and billing to resolve issues and improve collections processes.
• Communicate with Billing Specialists, customers, pricing, factoring company, and operations personnel to escalate gathering of information needed to efficiently collect open AR balances
• Address customer inquiries or disputes related to billing and payments, ensuring a professional and courteous approach.
• Produce and analyze accounting reports as assigned
• Perform administrative and clerical tasks, such as data entry, upload supporting paperwork, filing paperwork, and contacting customers or vendors to discuss accounts
• Utilization of technology to innovate company processes
• Communicate effectively with accounting department staff, customers, and operations personnel to gather information needed to ensure accurate receivables and payables. 
• Other duties as assigned by management.

REQUIRED SKILLS AND ABILITIES:

• Excellent communication skills, both written and verbal. 
• Excellent organizational skills with ability to manage multiple tasks
• Proven ability to problem solve, proactively perform strategic planning and set priorities 
• Demonstrated track record for improving process efficiencies 
• Experience with AS400 and NetSuite system preferred
• Previous accounting experience is valuable
• Ability to maintain confidentiality in daily operations. Ability to exercise sound judgment and to apply discretion in handling confidential information.

QUALIFICATIONS:

• Bachelor’s degree preferred. An equivalent combination of relevant education, training, and experience that demonstrates the knowledge, skills, and ability to effectively perform the functions of this position may be considered. 
• Supervisory experience with strong leadership skills and an ability to motivate direct reports
• Technologically proficient, individuals must be able to effectively operate computer systems to complete essential job functions with emphasis on MS Office skills specifically Excel.
• 10 Key skills are a plus

PHYSICAL REQUIREMENTS:

• Prolonged periods sitting at a desk, working on a computer, and talking on the phone.
• Must be able to lift up to 15 pounds occasionally.