THE ROLE
The Accounting Specialist (AR)’s responsibility is to attain accounts receivable goal by making collection calls, sending and receiving funds, and invoicing and processing payments to client accounts.
ESSENTIAL FUNCTIONS
> Deliver The Vantage Way at every interaction
> Serve as a knowledgeable resource for client billing and resignation inquiries while
documenting key points of conversations in SalesForce
> Manage data in Accounting Seed, TNet and SalesForce including:
o Perform cash balancing of all clients’ financial transactions
o Code and post receivables
o Daily deposits, deductions, checks and credit card deposits
o Process daily 945 Fed W/H EFTPS payments and reporting
o Prepare outgoing ACH, checks and wires
> Balance accounting transactions listings
> Make outbound collection calls
> Conduct monthly audits and billings, internal and external
> Manage the AR collection, resignation, and liquidation process
> Distribute weekly financial data to VLeadership and Custodian every Monday
> Initiate changes to checklists or forms to streamline a transaction or process
> Contribute to completing operational quarterly projects
> Aid in the client contact update and Fair Market Valuation process
> Provide training to new teammates preparing them for their new role
> Undergo training in other roles to deepen the infrastructure of our operation
> Maintain the accounting specialist desk manual
> Perform other tasks as assigned
QUALIFICATIONS
> A Bachelor’s degree in the related field
> Previous account reconciliation and accounting systems experience
> Experience in a multi-client environment
> Efficient and has good organization and planning skills
> Possess high attention to detail
> Flexible, adaptable, and calm under pressure. Must be able to maintain a stable performance when under heavy pressure or stress
> Possess a strong willingness to work hard and sometimes long hours to get the job done
> Excellent communication skills and is particularly adept at building rapport over the phone
> Values teamwork and can cooperate with supervisors to establish and overall collaborated working relationship
> Able to approach problems or differences of opinion with internal clients in a professional, and respectful solution-based manner
> Aptitude in data management, analytics, reporting preparation
> Ability to function in an autonomous environment—independent worker, self-directed
Join a company with values you can be proud of and a place where you can grow, be supported and reach your goals. Living our values every day is the reason people love working at DOXA - and it's all about Trust, Transparency, Inclusion, Excellence and Results. Together we can build culture of bayanihan with an eye toward lifting up our global community.
We care about you, your family, your community, and your wellbeing. The culture we provide as well as our competitive benefits are an investment in you as we strive to make an impact together.
Competitive PayWe are not a low-cost BPO because we believe in paying you what you are worth.
Premium BenefitsWe offer exceptional benefits to ensure you and your family have the coverage you need – from health plans and paid time off to daily meal subsidies. We treat your family as an extension of ours.
Flexible WFH OptionsWe give you the option to work from home or in the office. This gives the flexibility you need and allows you to spend what would be commuting time with your family and working towards your personal growth.
Culture Of ExcellenceWe have high expectations. Working with like-minded, driven people gives you the opportunity to learn from them, share knowledge, and lead alongside the best of the best.
Professional DevelopmentWe connect you with clients who share your same values and finding a role that encourages your strengths, you have the opportunity to realize your full potential and continue to grow.
Get to know us more. Please visit our website: www.doxa7.com