Credit & A​/R Specialist

We are a growing heavy equipment company seeking a highly adaptable and detail-oriented Credit & Accounts Receivable Specialist. This role is responsible for managing customer credit risk, driving collections, and supporting the full order-to-cash cycle to ensure healthy cash flow.

In a startup environment, this position requires someone who can move quickly, think critically, and take ownership of both routine and complex credit and AR functions. You will play a key role in establishing the A/R function while helping build scalable processes across credit, collections, and customer account management.

• Evaluate customer creditworthiness and establish appropriate credit limits
• Provide internal credit approvals for assigned customer portfolio
• Monitor financial condition of customers and escalate risk concerns to leadership
• Maintain accurate and complete customer credit files and documentation
• Prioritize and perform ongoing credit reviews for existing accounts
• Ensure compliance with company credit policies and financial controls
• Work with the customer and appropriate internal stakeholders to collect open trade invoices by due date to ensure positive cashflow.
• Engage stakeholders as needed to address any issues associated with invoice collections.
• Have solid understanding of financial systems/processes/policies/accounting principles to ensure compliance with credit policies
• Take appropriate training to ensure ongoing knowledge.

• Manage a portfolio of customer accounts and proactively collect customer payments based on open invoices by due date
• Partner with customers and internal stakeholders to resolve billing issues, disputes, and discrepancies
• Track aging reports and drive reduction in Days Sales Outstanding (DSO)
• Resolve questions associated with open invoices in a timely manner
• Assist with cash application and support accurate posting of customer payments
• Process customer refunds, account adjustments, and general A/R clean-up

• Collaborate with Sales, Operations, Tax, and Accounting teams to support accurate order-to-cash processes
• Troubleshoot and resolve transactional or system-related discrepancies
• Support ERP system implementations, enhancements, and process improvements
• Help develop and refine credit, collections, and A/R workflows to improve efficiency and scalability
• Maintain alignment between operational activity and financial records

• Approve and maintain customer tax exemption documentation by jurisdiction
• Partner with Tax team to resolve tax-related inquiries
• Ensure adherence to internal policies and external regulatory requirements
• Support audit requests and documentation as needed

• Take on special projects and cross-functional responsibilities as needed
• Assist with broader accounting or operational initiatives during peak periods
  
  Contribute to building scalable infrastructure in a fast-paced startup environment

• Bachelor’s Degree in a related field (Business Management, Finance, or Accounting). Work experience may be considered in lieu of degree.
• Broad knowledge in the field of finance/accounting.
• Knowledge and understanding of customer base and industries serviced; strong writing, math/analytics, business English and problem-solving skills.
• Ability to establish excellent rapport with upper management, corporate employees, branch employees, and customers using proper phone etiquette and other effective interpersonal skills.
• Strong PC skills with knowledge in Microsoft Excel, PowerPoint, Word
• Strong listening and communication skills; strong multi-tasking, organizational, and time management skills to prioritize required duties and ensure timely delivery of information; detail oriented and assertive. Ability to work as part of collaborative teams.
• Ability to contribute to creation of the A/R process for a start-up entity by learning new procedures and functions as needed.

• Ability to read, write, and communicate effectively in a professional environment
• Comfortable working both independently and collaboratively in small teams
• Capable of presenting information clearly to internal stakeholders

• Open to in-office or hybrid (office/work-from-home) work arrangements
• Startup culture: requires flexibility, accountability, and a hands-on approach
• Ability to manage multiple priorities and adapt to changing business needs
• Occasional travel (up to 10%)

• Opportunity to help build and shape accounting processes from the ground up
• Exposure to a wide range of accounting and operational functions
• Collaborative, entrepreneurial team environment
• Competitive benefits package including health, dental, vision, and more
• Don’t you want to work with awesome people?
• We like to take care of business and have fun doing it!

• This position is not considered safety-sensitive
• Work environment is generally quiet and office-based
• Job duties and…