Accounts Receivable Analyst

Corporate Partners Jobs Sacramento, California


Description

Position at SBM Management

Compiles, classifies records, verifies, and maintains data and payments to accounts receivable records by performing the following duties.

Responsibilities:

  • Contact customer regarding past due invoices.
  • Analyze accounting and financial records to provide clients with accurate billing information.
  • Research and understand sales and use tax laws in multiple states and apply that knowledge to customer billing
  • Process all billing transactions accurately and efficiently to meet expected deadlines
  • Foster cohesive relationships with SBM Site employees and their Customers
  • Effectively interact with customers and employees to research and resolve disputes
  • Issue billing adjustments as needed
  • Audit invoices for completeness and accuracy, and ensure swift corrective action when appropriate
  • Effectively prioritize daily accounting operations to ensure customers’ needs are addressed promptly and with proper resolution
  • Analyze problem areas on customers’ accounts and determine escalation process.
  • Maintain a record of all contact and planned resolution for delinquent accounts
  • Provide weekly detailed report to Management outlining all delinquent accounts and activity
  • Reconcile customer invoices and payments as needed
  • Assists with ad hoc projects as required
  • Maintain records and reports
  • Contact sites for missing POs
  • Update/maintain customer portals
  • Other duties as assigned
Qualifications: 
  • Bachelor’s degree in Business Management, Finance, or Accounting, or a related field from a two-year college or university with 2 - 4 years of experience (preferred but not required) or equivalent combination of education and experience.
  • Experience with Accounting software, spreadsheets preferred
  • Experience with NetSuite preferred
  • Ability to calculate figures with discounts, interest, commissions and percentages.