Job Summary

The Accounts Receivable Team Lead will be responsible for contributing to the Accounts Receivable Manager's day-to-day operations and guiding the AR Team in achieving objectives. Primary responsibility is driving short and long term improvement projects impacting all areas of the AR department. Assisting the AR Supervisor in maintaining strong internal controls, accurate and timely billings, limiting credit risk, and keeping aged receivable to a minimum. The Team Lead will also be responsible for initial training of new employees, reconciliation of escalated AR issues, and collaboration with cross-functional teams.

Duties & Responsibilities

Collect all invoices owed on all customer accounts assigned based upon established guidelines and management of priorities by amount owed, past due age or degree of credit risk as necessary to effectively reduce past due invoices and maximize cash collections; Maintain documentation and record all activity and status of customer accounts and past due invoices as necessary to determine collection status; record notations, collection notes or status codes in collection solution (High Radius). Identify all customer deductions for rebate, discount or tracing and process credit memos to properly clear the deduction and apply credit memo to correct invoices per customer remittance information, obtaining necessary approvals from Finance before processing; Generate requests for credit memos or corrected invoices as necessary to correct erroneous billing for pricing, tax, freight, discount, or miscellaneous credit obtaining the necessary approvals based upon accounting guidelines;  Provide timely preparation and analysis of requested AR reports & data as requested; Provide requested documents to customers on a timely basis as requested on invoices, credit memos, proof of delivery and statements;  Resolve past due accounts/invoices directly with the customer and ensure the proper escalation of high priority issues to sales and/or management as directed; Initiate contact with customers directly via telephone, email, or written correspondence, using a respectful, courteous business tone at all times; Responsible for initial training of new employees, and continual growth of exiting employees. Understand team objectives and align operational activities accordingly;  Identify issues that may hinder completion of tasks and find appropriate solutions; Identify ways to improve systems or processes; Perform other duties or special projects as requested.

Minimum & Preferred Qualifications and Experience

Minimum Qualifications

4+ years of collections or related experience with trade and distributor accounts. 3+ years of experience with a large ERP system (Oracle, MS Dynamics, SAP, Netsuite). Intermediate Excel Skills Ability to effectively interface and communicate with internal customers, including sales and customer service, as well as other departments; Must be a self-starter; a “hands-on” individual who enjoys a challenge and is dedicated to getting the job done with minimal support and direction;  Experience in working in both large structured and small entrepreneurial organizations;  Sensitive to the constraints of a small-to-mid-size, high growth operation and capable of working effectively in such an environment;  Must have flexibility in reacting to new situations and adaptability for working in a new environment;  Must possess excellent organizational and communication skills;  Must have good computer/PC skills and possess basic skills with MS Office Suite (e.g., Outlook, Word, and Excel);

Education

High School Diploma or GED equivalent.  Bachelor’s degree with major in accounting or finance preferred. 

Compensation: The anticipated range for this position is $24.04 - $36.54 per hour.  Actual placement within the range is dependent on multiple factors, including but not limited to skills, education, and experience.

Physical requirements/Work Environment

This position primarily works in an office environment. It requires frequent sitting, standing, and walking.  Daily use of a computer and other computing and digital devices is required.  May stand for extended periods when facilitating meetings or walking in the facilities.  Some local travel maybe necessary, so the ability to operate a motor vehicle and maintain a valid Driver’s license is required. 

The physical demands of the position described herein are essential functions of the job and employees must be able to successfully perform these tasks for extended periods.  Reasonable accommodations may be made for those individuals with real or perceived disabilities to perform the essential functions of the job described.