Accounts Receivable Lead

Job Summary

The primary function of this role is to handle collections for Accounts Receivable and for the Company. This position works closely with the CFO, Controller and Billing Associates.

This job requires attention to detail with a focus on data entry, accuracy, and communication.

Include the following. Other duties may be assigned.

• Serve as the main liaison between the Accounts Receivable Associates and the Controller.
• Review Exchange Account monthly and work with the Accounts Receivable Associates to ensure timely resolution of Exchange details for their assigned areas.
• Work with CFO and Controller to update and streamline collection S.O.P.s.
• Provide credit references for third parties for our customers upon request.
• Monitoring 300-400 customer account details for nonpayment, delayed payments, and other irregularities.
• Contact clients on all invoice issues, 30-50 daily.
• Communicate with clients regarding outstanding payments.
• Resolves high volume collections by examining customer payment plans, payment history, credit line
• Locate, code, and process credit card payments.
• Ensure all invoices have the correct job designation and/or branch information.
• Communicate all invoice information to the customer.
• Note any communication or issues in TCMS in AR.
• Know how to locate necessary information for invoices, including the project manager, waivers, insurance certificates, and checks not posted.
• Prepare AR Aging by departments and “Show Me the Money” report monthly or as requested.
• Process statements monthly.
• Receive and handle credit/debit memo and turn into Controller every Friday in yellow folder.
• Occasionally deal with legal matters, including demand letters and write- offs, and coordinate with CFO and Billing Associates to ensure matter is handled correctly and efficiently.
• Protects organization value by keeping information confidential

SUPERVISORY RESPONSIBILITIES

This position has no supervisory responsibilities.

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or GED required.
• 3+ years of experience in a high-volume accounts receivable environment required.
• Background in construction or business to business collections required.
• Significant experience with Microsoft Office (i.e., Word, Excel) applications required.
• Excellent customer service skills are required.
• Demonstration of a positive attitude is required.
• Ability to think strategically, make sound decisions, and produce accurate and timely results is required.
• Building positive working relationships with multiple levels of employees and management is required.
• Demonstrating integrity and professionalism is required.
• Demonstrating commitment to company values is required.
• Excellent organizational skills are required.
• Ability to follow-up on tasks and assignments in a timely manner is required.
• Excellent written and verbal communications skills are required.
• Ability to prioritize in a fast‑paced multi-task environment is required.
• Ability to perform basic business mathematical functions is required.
• Ability to work with minimal supervision is required.
• Ability to work effectively in a team environment is required.
• Complying with all operating policies, procedures, executed Plans, and Programs is required.

LANGUAGE SKILLS

Must have the demonstrated ability to effectively communicate, cooperate, and collaborate with multiple levels of employees, government agencies, customers, vendors, and suppliers.

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, see, talk, walk, reach with hands and arms, and hear. The employee is…