RESPONSIBILITIES

• Manage the credit granting process which includes running credit reports, reference checks, requesting personal guarantees, and establishing credit limits to minimize the organization’s risk
• Set up of new customers and maintenance of existing customers on a regular basis
• Investigate and respond to customers regarding disputed invoices or other discrepancies
• Maintain detailed records of communications with customer using the Prophet 21 ERP notes system
• Verify and manage the lien waiver process including payment and filing notices when applicable
• Responsible for collection activities including releasing of orders on credit hold, negotiating with past due accounts, establishing payment plans when needed, and making decisions on referring accounts to collection agencies and/or writing off accounts receivable in accordance with company practices
• Provide ad-hoc reporting to Leadership on a regular basis regarding status of accounts
• Assist AR Clerk with processing payments on customer accounts as needed
• Active participation in monthly Wisconsin Credit Association meetings to identify industry trends
• Assist in the evaluation of procedures and processes and make recommendations for improvement
• Manage company sales tax compliance, maintain jurisdictions in P21 and file monthly sales tax returns
• Develop expert knowledge on the online bill pay portal and drive customer adoption
• Approve submitted corporate credit card expenses, accrue sales tax when needed, and generate expense journal entry
• Facilitate and complete month-end procedures including generating customer service charges, posting journal entries, and reconciling general ledger accounts
• Assist team with performing financial and tax audits
• Back up the Accounting Manager as needed
• Other duties and special projects as assigned

Requirements

• Associate’s or Bachelor’s degree in accounting or related field required
• 2-3 years of accounting experience preferred
• Excellent analytical and problem-solving skills
• Exceptional verbal and written communication skills
• Willingness to own and lead projects
• Ability to collaborate and work independently
• Excellent time management and ability to multitask
• Strong proficiency in Microsoft Office, specifically Excel and Outlook
• Notary public is a plus