Accounts Receivable Coordinator

The Accounts Receivable Coordinator manages the full accounts receivable cycle, ensuring timely collections, accurate cash application, and proper financial record-keeping to support cash flow and overall financial health. This role owns the end-to-end AR process, from credit review and invoicing through collections, research, reconciliations, and reporting, while collaborating closely with internal teams and customers.

• Oversee the complete accounts receivable cycle, including cash applications, collections, and account maintenance.
• Download and process bank information such as lockbox images and daily bank reports, and prepare daily and weekly check deposits.
• Maintain accurate customer records, including addresses, email information, direct deposit changes or additions, and preparation of W-9 forms.
• Record and maintain detailed notes on all outstanding customer accounts to ensure clear account history and transparency.
• Prepare, review, and validate invoices, ensuring correct terms, pricing, and documentation.
• Upload and download customer invoices to various customer portals, ensuring timely and accurate submission.
• Monitor customer accounts for delayed or missed payments and proactively contact customers regarding past due invoices.
• Respond promptly to customer inquiries, research discrepancies, and resolve short payments, price differences, credits, and delivery-related issues.
• Escalate delinquent accounts as needed and work to resolve disputes in a professional and timely manner.
• Perform month-end activities, including reconciliations, invoicing, aging reviews, accruals, and variance analysis to maintain accurate financial records.
• Generate and analyze accounts receivable reports, including aging summaries and customer statements, to support decision-making.
• Collaborate effectively with sales, finance, and other internal and external stakeholders to resolve billing and account issues.
• Identify root causes of accounts receivable process issues and recommend improvements to enhance efficiency and accuracy.
• Set up and maintain customer accounts in the ERP system, ensuring critical fields are correctly entered to support accurate invoicing and reporting.
• Run credit checks on customers using tools such as Dun & Bradstreet and Atradius to support the establishment of appropriate credit terms.
• Reconcile customer accounts after research, make necessary entries in the system, and document findings and actions in customer profiles.
• Use multiple customer portals to upload invoices and manage account information, ensuring familiarity with portal-based processes.
• Respond to emails and phone calls in a timely and professional manner.
• Meet department deadlines and manage workload to support month-end and ongoing operational requirements.
• File and organize customer documents after completing research to maintain thorough and accessible records.
• Take ownership of the entire AR process, including cash applications, collections, credit review, research, and reconciliations, demonstrating independence and initiative.
• Question discrepancies, investigate misapplications and short payments, and ensure issues are fully resolved rather than left open.
• Perform other accounts receivable and related duties as assigned.

• At least 5 years of hands‑on accounts receivable experience, managing the full AR process including cash applications, collections, credit review, and reconciliations.
• Strong cash application skills, with the ability to research and resolve short payments, discounts, bank fees, and misapplied payments.
• Proven collections experience, including contacting customers for past due invoices and resolving payment issues through phone and email communication.
• Demonstrated ability to research and resolve customer account issues such as short payments, price discrepancies, credits, and delivery problems.
• Experience setting up customer accounts in an ERP system, with attention to critical fields that impact invoicing and reporting.
• Experience running credit checks on customers using Dun & Bradstreet, Atradius, or similar credit reporting portals.
• Ability to perform detailed reconciliation of customer accounts and record clear notes in customer profiles for future reference.
• Familiarity with using multiple customer portals to upload invoices and manage account information.
• Experience working with a large ERP system; exposure to Microsoft Dynamics D365 or similar platforms is…