Collections Specialist at Willis Klein

Position Overview: Accounts Receivable Specialist

We are seeking an experienced and detail-oriented Accounts Receivable Specialist to join our finance team. The successful candidate will play a crucial role in ensuring the timely collection of outstanding invoices, maintaining accurate records, and providing exceptional customer service to both internal and external stakeholders. This position is essential in managing our cash flow and contributing to the company's overall financial health.

Key Responsibilities:

Invoice Processing and Billing: Generate, verify, and issue accurate invoices to customers based on agreed terms and services.

Accounts Reconciliation: Reconcile accounts receivable ledger to ensure all payments are accounted for and properly posted.

Customer Account Management: Maintain customer records and resolve any discrepancies related to invoicing, payments, and account status.

Collections: Proactively monitor and follow up on overdue accounts, engaging with customers to secure timely payments while maintaining positive relationships.

Reporting and Analysis: Prepare and maintain accurate reports on accounts receivable status, aging, and payment trends for management review.

Compliance and Documentation: Ensure all receivable activities comply with company policies and relevant regulatory requirements, maintaining thorough documentation.

Process Improvement: Identify and recommend opportunities for process improvements to streamline accounts receivable functions and increase efficiency.

Qualifications:

Education: Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.

Experience: Minimum of 3 years of experience in accounts receivable or a similar accounting role. AIA progress billing applications and contract administration a plus.

Technical Skills: Proficiency in accounting software (e.g., QuickBooks, SAP, or similar systems)

Strong knowledge of Microsoft Excel, including data analysis and reporting functions

Soft Skills: Excellent organizational skills with the ability to manage multiple accounts and deadlines

Strong attention to detail and accuracy

Clear communication skills for effective interactions with clients and team members

Key Competencies:

Analytical Thinking: Ability to analyze complex information and identify discrepancies or patterns.

Customer Service Orientation: Dedicated to providing excellent service, including prompt issue resolution and professional communication.

Problem Solving: Proactive in identifying solutions to reduce account aging and improve cash flow.

Team Collaboration: Works well within a team to support company goals and collaborates effectively with other departments.

Benefits:

Competitive salary and bonus potential

Health, dental, and vision insurance

401(k) plan with company match

Paid time off and holidays

Professional development and growth opportunities

What We Offer:

Competitive pay and benefits package. Pay range is $47K-$52K per year.

Opportunities for growth and professional development.

A collaborative and supportive work environment.

The chance to contribute to a leading name in Division 8 and Division 10 markets.

Why Should You Apply?

Career Advancement. We're committed to helping each team member become a skilled craftsman with a variety of training and development opportunities. See where your Willis Klein Commercial career can take you.

Team Culture. At Willis Klein Commercial, our culture is at the heart of everything we do. We're dedicated to providing our team members with a safe, inclusive, and collaborative work environment that supports growth and longevity.

Extensive Benefits Package. In addition to our standard benefits, we also offer our team members Paid Holidays, Referral program, Life Insurance, employee discounts, paid training and more!

Willis Klein Commercial Sales is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, or protected veteran status and will not be discriminated against based on disability.

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