Work is regularly performed in a combination of office and conference settings and routinely uses standard office equipment. Travel Required: Occasional 0-10%.
- Process all payments for customer related transactions using one or more database(s). Including Lockbox and Wires for SHRM, Certification, and Foundation.
- Process client refunds and transfers submitted by the customer service team.
- Process and follow up on all unapplied receipts monthly.
- Collaborate and research with other departments on outstanding invoices.
- Contact debtors by phone to recover payments for outstanding invoices and document collection attempts in the data base.
- Maintain filing for all cash receipts and other accounting items.
- Handle return check correspondence, adjustments of accounting records, and modification to the appropriate departments.
- Coordinate with other departments and outside sources as needed in resolving cash receipt related disputes and inquiries.
- Other duties as assigned.
- Associate degree in Accounting, Finance, Business or a related field; or equivalent relevant experience.
- One to two years of experience in cash receipts and receivables.
- Experience in NetSuite preferred.
- Excellent communication skills, both oral and written, and organizational skills.
- Strong Microsoft Word and Excel skills.
- Ability to meet deadlines, operational goals and objectives set forth by the department and the SHRM companies.
- Ability to manage multiple projects efficiently, effectively and on schedule.
- Must be able to perform essential duties satisfactorily with reasonable accommodations.
- Work is generally done sitting, talking, hearing, and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading.