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Bookkeeper / Accounting Clerk
Haines City, FL

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Pinnacle Sales Group

AR Credit Specialist

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Job Description

Job Overview We are seeking a detail-oriented and proactive AR Credit Specialist to join our finance team. In this vital role, you will manage accounts receivable processes, perform credit analysis, and ensure timely collection of outstanding balances. Your expertise in accounting systems, financial software, and customer service will drive efficient cash flow management and strengthen client relationships. This position offers an exciting opportunity to apply your accounting knowledge and analytical skills in a dynamic environment committed to excellence. Duties A/R Aging and Collections Management Run A/R Aging Reports Weekly and Provide to Upper Management Utilize Collections Management Tool in GP and SalesPad Set Priorities for weekly follow ups on past due accounts Evaluate and Setup New Credit Accounts A/R Accounts - Daily Management Processing of Customer DM or CM's as Needed Email Invoices and Credits Upon Customers Request Review Existing Accounts for Credit Releases on Open Sales Orders Daily Cash / Credit Card Reconciliation Process and Post Daily Cash Payments and Credit Cards to GP Process Inbound ACH Payments and Wire Transfers Process Daily Lockbox Payments Deposit all checks using RDC Review Statements Monthly and Mail or E-mail Accounts Payable Issue Customer Refund Checks as Needed Backup Duties for Accounts Receivable Daily Invoicing and Profit Review Post Daily Returns and Process CC Refunds Requirements Minimum of two years' experience is required in a similar role. High school diploma is required, Associate Degree is preferred. Detail oriented, professional attitude, reliable. Strong problem-solving skills, basic accounting principles knowledge, documentation skills, research and resolution skills, data analysis and multi-tasking skills. Must possess strong organizational and time management skills. Ability to communicate effectively verbally and in writing. Ability to interact with employees and vendors in a professional manner. Ability to work independently with emphasis on accuracy and timeliness. Ability to perform mathematical computations such as percentages, fractions, addition, subtraction, multiplication and division quickly and accurately. Proficiency in Microsoft Office to include Outlook, Excel and Word as well as Accounting Software experience is a plus. Join our team as an AR Credit Specialist to play a crucial role in maintaining financial health while developing your expertise in corporate accounting practices!
Pay:
From $20.00 per hour Expected hours: 40.0 per week
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Life insurance Paid sick time Paid time off Tuition reimbursement Vision insurance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Sick Leave
  • Financial Aid/Assistance
  • 401(k) Plans