Specialist II, Accounts Receivable

*Purpose of Position*
To provide financial, administrative, and clerical services that ensures effective, efficient, and accurate financial and administrative operations.
*Essential Functions*
* Verifies that transactions comply with financial policies and procedures.
* Performs work that affects business operations to a substantial degree within the Finance department
* Prepare new contracts for billing, verifying fees, terms and special instructions.
* Maintains the CIP (contracts in progress) file and Revenue Journal file; processes journal entries at month end.
* Maintain the Contract Log file for quality control.
* Create and update customer accounts in BC and other systems.
* Prepares, verifies, and processes invoices.
* Email or submit invoices to customer's web based portal.
* Codes and allocates payment receipt documents.
* Prepares bank deposits.
* Maintain deposit and paper check logs.
* Investigates and resolves client queries and other Accounts Receivable issues.
* Maintains Accounts Receivable client accounts and files.
* Process mail involving Accounts Receivable items.
* Ensures the confidentiality and security of all financial records.
* Prepares regular periodic and special accounting reports.
* Carries out billing and reporting activities according to specific deadlines.
* Reconciles assigned accounts.
* Ensure that billing contacts are properly maintained.
* Assure accuracy and appropriateness of contract terms and attachments.
* Verifying the accuracy of invoices and other accounting documents or records.
* Processes and maintains deferred revenue records in ARED.
* Processes and maintains recurring orders in BC.
* Handle all special billing situations including monthly, quarterly, and annual invoices.
* Organizes and maintains up to date financial records.
* Prepare customer statements, bills and invoices and reconcile accounts to the general ledger.
* Prepare and post credit, debit memos, and refund requests.
* Provide backup support to other groups in the accounting department, type periodic reports and perform other general administrative duties.
* Conduct account research and analysis. Investigates and resolves matters of significance on behalf of management.
* Interact with customers to resolve outstanding issues.
* Send collection notices to and follow up on outstanding balances from Clients.
* Maintain Days Sales Outstanding and other AR metric targets.
* Monitor Avalara sales tax reports, update Client tax exempt certificates as required, and follow up on sales tax notices from Avalara for resolution.
* Provide backup support to other groups and departments concerning customers and their contracts.
* Assists Accounts Receivable associates as needed to meet department deadlines, including assisting with overloads.
* Provides consultation or advice to management within the Finance department
* Acts as a positive role model in all aspects of professional performance.
* Observes safety procedures and personnel policies.
* Updates job knowledge by participating in educational opportunities.
* Assist in month-end financial close.
*Marginal Functions*
* Other duties as assigned.
*Skills, Knowledge, and Abilities*
* Must exhibit strong proficiency in the use of Microsoft Office especially creating and using spreadsheets.
* Must be proficient in Excel, BC, Oracle, and Salesforce systems.
* Must demonstrate accuracy with attention to detail, be self-motivated and be able to take initiative.
* Must possess strong research and analytical skills, including critical thinking and problem solving.
* Must have knowledge of contracting terms and concepts.
* Must possess strong communications skills.
* Proficient in data entry.
* Good understanding of account reconciliations and audit practices.
* Strong work ethic.
* Customer service orientation and negotiation skills.
* Ability to work independently or as a team member.
* Demonstrates a sense of urgency and ability to meet deadlines.
* Possess the basic understanding of the fundamentals of Scrum.
* Must be familiar with Deferred Revenue software.
* Knowledgeable in payer contracts, rate processing and rebates.
* Process invoices to customer web based portal.
* Ability to manage time and deadline-driven workload effectively including follow-through on tasks and assignments.
* Must be able to interact cordially and productively with co-workers in a team environment.
* Ability to handle multiple tasks effectively, work under pressure and to prioritize.
* Must possess excellent written, verbal and organizational skills.
* Must be able to maintain a high level of confidentiality.
* Must be able to proficiently speak, read and write in English.
* Must be able to regularly exercise independent judgment and discretion about matters of significance with little or no supervision.
* Ability to use hands, fingers and wrists, repetitively, using a computer keyboard and other office equipment.
* Must be able to hear clearly with or without aids and see clearly with or without corrective lenses.
* Must be able to lift up to 10 lbs. occasionally.
* Must be able to sit for prolonged periods of time and move around the building occasionally.
*Security Roles and Responsibilities*
* Implement and act in accordance with the organization's information security policies;
* Protect assets from unauthorized access, disclosure, modification, destruction or interference;
* Execute particular security processes or activities;
* Ensure responsibility is assigned to the individual for actions taken; and
* Report security events or potential events or other security risks to the InfoSec department.
*Experience and Education Requirements*
Bachelor's Degree in related field required.
At 3-5 years of accounting experience required.
_A combination of experience and advanced education may be substituted. Background checks and drug test required._
Job Type: Full-time
Pay: From $45,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* AD&D insurance
* Dental insurance
* Disability insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Referral program
* Tuition reimbursement
* Vision insurance
Experience level:
* 3 years
Schedule:
* Monday to Friday
Experience:
* Accounting: 1 year (Preferred)
Work Location: Hybrid remote in Mobile, AL 36609